Every feature exists because something was broken before. Here is what it fixes, and how.
The pain: Tabs across Excel for spreadsheets, a PDF reader for documents, an OCR tool for invoices, and a search bar that doesn't work.
How it works: Accepts PDF, Word (.docx/.doc), PowerPoint (.pptx/.ppt), Excel (.xlsx/.xls), CSV, text, Markdown, images (PNG/JPG/WEBP/GIF) and website URLs — all queryable from one chat box.
The pain: VLOOKUP, SUMIF, COUNTIF, INDEX/MATCH and pivot tables break when columns move or someone deletes a row.
How it works: Ask “sum revenue by region where status is paid” or “average downtime per machine” — it runs as real SQL against your rows. No #REF!, no rebuild when the data updates.
The pain: AI chat tools guess at numbers when asked to total a 50,000-row CSV, and bury the wrong answer in confident prose.
How it works: XLSX and CSV rows are loaded into PostgreSQL with type-classified columns. Sums, averages, medians, percentiles and standard deviations run as SQL — exact numbers, every time.
The pain: Building a chart in Excel takes twenty minutes and nobody shares it.
How it works: Open any tabular file to see auto-generated charts (time series, top-N breakdowns, KPI tiles). Build custom charts from a prompt or by picking columns: bar, line, pie, KPI, scatter, table.
The pain: Field-level questions about invoices, contracts and forms force someone to open every PDF.
How it works: Reads invoice number, date, total, vendor, line items, due date, tax ID and more automatically. “Show all Salesforce invoices over $5,000” returns invoice cards with Open buttons.
The pain: Answers often span many files — opening 30 PDFs to compare clauses is half a day of work.
How it works: Ask across all your documents at once. Only the relevant passages of each file are retrieved, and the answer cites each document it used.
The pain: An AI answer without proof can't be used for legal, compliance or audit decisions.
How it works: Every answer shows its source: page number for documents, row count and filters for spreadsheets, invoice number and an Open button for invoices. One click to verify.
The pain: Mixed currency symbols, blank rows or 30% empty values quietly poison every total you compute.
How it works: Each upload is checked for duplicate rows, empty rows, repeated headers, mixed currency symbols, high empty-value rates and outliers, column by column — so you see what was cleaned before you trust the answer.
The pain: Knowledge bases and policy portals live on the web — you can't paste a URL into Excel.
How it works: Paste a URL: Files2BI reads up to 10 pages on the same site and indexes them, so documentation becomes searchable without exporting anything.
The pain: You ask the same five questions every Monday and they live in your scratch notes.
How it works: Star any answer to save it. After an upload, Files2BI suggests starter questions based on what the document actually contains.
The pain: Sensitive contracts and legal documents can't go into a public AI tool.
How it works: Browser-Private mode keeps your files on your own computer and the search index in your browser. Their text is sent only to be masked and indexed — nothing is stored on our servers.
The pain: Statements, forms and patient records are full of card numbers, account numbers, IDs and contact details nobody should see in a chat window.
How it works: Card and bank account numbers, IBAN, SSN, Aadhaar, PAN, passport numbers, emails, phone numbers, addresses, dates of birth and medical record numbers are masked the moment a file is uploaded — never stored, sent to the AI or shown. Card and account numbers keep their last four digits. Automatic and best effort — see our Terms.
The pain: Every colleague needs their own logins, their own uploads and their own budget.
How it works: Invite teammates by email. They work on the same files and dashboards and draw from one shared token balance — while each person's chat history stays their own.
How teams across sectors use Files2BI.
Hundreds of contracts per client, each 50+ pages. Finding specific clauses during due diligence or litigation takes hours.
They ask
“What are the termination clauses across all our vendor contracts?”
Clinical protocols, insurance guidelines and compliance documents scattered across folders.
They ask
“What is the protocol for administering medication X to patients with condition Y?”
Curriculum documents, accreditation handbooks and policy manuals hundreds of pages thick.
They ask
“What is the procedure for handling student appeals in our grading policy?”
Technical manuals, equipment documentation and safety SOPs thousands of pages thick.
They ask
“What are the calibration steps for the CNC machine model X?”
Lease agreements, property disclosures and HOA documents that have to be re-read for every question.
They ask
“What are the pet policies across all rental properties we manage?”
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