Sortem for small businesses
File organisation for small businesses
In a small business, everyone saves files their own way. Sortem helps you agree a sensible structure once, then apply it to messy shared folders — invoices, contracts, staff documents and marketing material — with a preview before anything moves.
Available for Windows 10 and Windows 11. macOS coming soon. Paid features require a subscription.
Why small business files get out of hand
There's rarely a dedicated person for file admin. Documents end up across Downloads, desktops and shared drives, often duplicated, with names only the person who saved them understands.
That costs time whenever someone needs a contract or an invoice. A consistent structure helps, but tidying everything by hand is the job nobody gets round to.
Typical files
- Supplier invoices and receipts
- Customer quotes and contracts
- Staff and HR documents
- Marketing images and brand files
- Policies and insurance documents
- Meeting notes
How Sortem fits your workflow
Choose a folder, tell Sortem what you want, review the proposed changes and approve them. Supported actions can be reversed with Undo.
One-off shared drive clean-up
Point Sortem at a cluttered shared folder and review the full plan before approving it.
Bulk renaming
Give invoices and contracts consistent names so anyone in the team can find them.
Stay organised
Smart Folders keep new files in the right place using the instructions you set.
Example instructions
- “Organise this folder into Finance, Customers, Suppliers, People, Marketing and Policies.”
- “Inside Finance, sort invoices by year and then by supplier.”
- “Put images and logos into Marketing.”
- “Move anything that doesn't fit into Unsorted.”
Example result
Company/ Finance/ (by year, then supplier) Customers/ Suppliers/ People/ Marketing/ Policies & insurance/ Unsorted/
See Sortem in action
Frequently asked questions
Related guides
- The best folder structure for a small business
- How to automatically sort files into folders
- How to rename lots of files at once
Learn more about the Sortem AI file sorter, see pricing or read how we handle your privacy.