The AI workspace for your invoices

The AI workspace for your invoices

Invoice from the client in March. Receipt from the software subscription. Expense report from the contractor. The accountant needs everything by Friday. You spend two hours opening email attachments, scrolling through Downloads, checking three folders, and still can't find the one from the freelancer you hired in Q2. It was a PDF attached to an email, or maybe a Stripe receipt, or maybe it was in the shared Drive folder that someone reorganised last month.

Freelancers, agencies, and solopreneurs generate and receive a constant stream of financial documents, and the filing system is always email. Email is where invoices arrive, where they stay, and where they become unfindable three months later when you need them for taxes, a client dispute, or a financial review.

Fabric gives you one searchable library for every invoice, receipt, and expense document. Forward them as they arrive. Find any of them instantly by client name, amount, date, or description. Stop spending tax season in your inbox.

Searchable by client, amount, or description

AI search reads inside every PDF, image, and document and searches by meaning. "The invoice from Sarah's design work in March" finds it. "Every invoice over $5,000 from Q3" finds them. "The receipt for the annual software subscription" finds it. You don't need to remember filenames, folder locations, or which email thread contained the attachment. Describe what you're looking for and find it.

The search reads inside the invoice itself: line items, amounts, dates, client names, project descriptions. A PDF invoice is as searchable as a typed note.

Forward and forget

The simplest workflow: forward every invoice and receipt to your email-to-note address as it arrives. It lands in your Fabric library, tagged and searchable, without you opening it, renaming it, or filing it. The filing happens at the point of receipt rather than retroactively at tax time.

For invoices that arrive as downloads, desktop file sync watches a folder on your computer and syncs new files automatically. Save invoices to the watched folder and they appear in your library.

For paper receipts and handwritten invoices, snap a photo with the mobile app. The text is extracted and searchable. A photographed receipt becomes as findable as a digital PDF.

Organised automatically by client and category

Smart organization tags invoices by content: client name, category, amount range, date. Invoices from the same client group together. Expense categories cluster. The organisation happens without you creating folders or maintaining a filing system.

Create spaces per client or per financial year if you want explicit structure. Or let smart organisation handle it and rely on search to find what you need.

Annotate with context

Annotations let you add notes to any invoice or receipt: "paid via bank transfer 15 March," "disputed, resolved April," "tax deductible, home office." The annotations are searchable, so "every invoice I marked as tax deductible" finds them all.

Ask the AI about your finances

The AI assistant works from your full collection. Ask it to pull together every invoice from a specific client across the year. Ask it to find all expenses in a category. Ask it to summarise your Q3 spending. It answers from your actual documents with citations.

For agencies managing client billing, the assistant can find every invoice related to a project, compare billing across clients, or surface outstanding amounts from the documents you've stored.

Share with your accountant

Publish a collection of invoices and receipts with password protection for your accountant or bookkeeper. They get access to exactly the documents they need. Update the collection as new documents arrive and the link stays current.

Who uses Fabric for invoices

Solopreneurs managing their own finances. Freelancers tracking client invoices and expenses. Agency owners managing billing across clients. Founders keeping financial documentation organised as the company grows. Anyone who's spent tax season searching email for receipts.

For managing receipts specifically, see receipts. For the broader business workspace, see Fabric for solopreneurs. For managing everything around client relationships, see client work and deliverables.

Get started

Forward your next invoice to Fabric and stop losing financial documents in email. Try Fabric free.

FAQs

Can I search invoices by client name or amount?

Yes. AI search reads inside every invoice and finds them by client, amount, date, project, or description.

Can I forward invoices from email?

Yes. Forward to email-to-note and the invoice is saved, tagged, and searchable in your library.

Can I photograph paper receipts?

Yes. Snap a photo with the mobile app. The text is extracted and the receipt becomes searchable.

Are invoices organised automatically?

Yes. Smart organization tags by client, category, and date without manual filing.

Can I annotate invoices with payment status?

Yes. Annotations let you add searchable notes like "paid," "outstanding," or "tax deductible."

Can the AI summarise my spending?

Yes. The AI assistant can pull together invoices by client, category, or time period and summarise your financial documents.

Can I share a collection with my accountant?

Yes. Publish with password protection. Your accountant gets a clean link to exactly the documents they need.

Is my financial data secure?

Yes. Fabric uses AES-256 encryption and is CASA Tier 2 compliant. Your data is never used to train AI models.