AI File Cabinet keeps your institution's documents in drawers per department, with files per branch or business relationship: rate sheets by date, fee schedules, procedure manuals, board-approved policies, signed business resolutions, scanned forms. Every page is read, so a teller or operations clerk asks in plain words and opens the proof at its page, with access rights set per person.
TRY AI FILE CABINET FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install


You talk. Lisa sets it up.
You“Create drawers for lending, operations and branches; lending files are visible to lending only.”
Lisa“Done: drawers for lending, operations and branches are set, and lending files are readable by the lending team only. Should branch managers get edit rights?”
Any setting, in any module · applied only on your yes
How Banks & Credit Unions use it
A branch manager asks which overdraft fee was published last March and opens that fee schedule at the right page.
Operations finds the signed corporate resolution for a business account by asking for the company name and the signer.
Lending keeps loan-officer procedures in its own drawer, readable by lending staff only, with every version kept.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI File Cabinet does, for every business ›
Works withAI E-mailAI PhoneAI QuotingAI Web FormsAI Team Assistant
Questions & answers
Yes. AI File Cabinet reads every page of every scan and document, so staff ask in plain words, such as who signed a business resolution, and open the answer at its page.
Yes. Every person gets one right per drawer, from read-only to manage, so lending files stay with the lending team while procedure manuals are readable at every branch.
By upload, phone scan, e-mail or a ZIP import, and directly from Mail and Phone in the Front Office. Everything can be taken out again as one ZIP, which stays yours.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Banks & Credit Unions ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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