Sortio

Sortio is a desktop app that reads the contents of files in a folder, gives each one a descriptive name and moves it into the right client, matter or property folder. You describe the sorting in plain English and approve the plan before anything moves.

Names follow patterns such as date, vendor and amount, and missing folders are created automatically. Every move can be previewed and undone, and rule-based sorting works offline. It is pitched at lawyers, realtors, bookkeepers and consultants with large backlogs.

It runs on macOS, Windows and Linux. Paid plans add a larger monthly AI allowance, and you can supply your own AI key to avoid using that allowance. Team and enterprise tiers add shared workflows, admin controls and audit logs.