How FileMy Works
Here is what happens when you stop running your business across separate tools and start running it in one place.
Your contacts are in your phone. Invoices are in a spreadsheet or a separate billing tool. Timesheets arrive in a WhatsApp group on Friday evening. Compliance documents are in a folder nobody has opened since last year. Your team's tasks live in someone's head.
This is not failure. This is what happens when you stitch tools together and try to make them talk to each other. They do not.
No implementation consultant. No three-month onboarding. You describe your business — your team, your industry, how you work — and FileMy is ready. Your multi-tenant account is isolated from day one.
Role-based access is built in. A field operative sees their clock-in widget, tasks, and timesheet. A finance manager sees invoices, expenses, and payments. A director sees everything. 113 permissions control every button, field, and action.
Every action feeds the system. A time entry linked to a project feeds resource utilisation. An invoice carries the customer's details from CRM without re-entry. A completed task cascades to milestone progress automatically.
Live data from every module simultaneously — open invoices, active projects, overdue tasks, pending documents. AI-generated insights surface summaries, trend analysis, anomaly flags, and recommendations with confidence scores.
Expiring certification? Unsubmitted timesheet? Overdue invoice? Compliance tracks expiry dates in real time. Finance surfaces outstanding invoices before they become cash flow problems. AI insights auto-refresh with severity levels.
Automate actions based on events, schedules, or webhooks. Task status changes publish events. Route them to external systems via the integration engine with field-level mapping and bidirectional sync.
These connections are built in — not dependent on third-party middleware.
A task moves to Done. The parent milestone progress recalculates automatically. The project completion metric updates. No manual intervention.
Raise an invoice. The customer comes from CRM. No copy-pasting. No re-entry. The customer lookup is a live search from the same underlying data.
Time logged against a project feeds resource utilisation. Expenses link to the same project. Profitability tracking is built into the data model.
If you are running more than two separate tools and wishing they talked to each other — FileMy was built for you.
Job sites, field teams, geofenced clock-in, GPS journey tracking, and compliance certificates.
Client pipelines, project delivery, time tracking, and invoicing across multiple accounts.
Look more organised than you feel. CRM, invoicing, documents, and time in one system.
HR, compliance, finances, and workforce management alongside the actual work.
The beta is open. Early members get founding member pricing and direct product input.
