How it works

From a pile of files to cited answers

No setup, no connectors. Upload what you already have and start asking.

  1. 1

    Upload your files

    PDF, Word, PowerPoint, Excel/CSV, images, or paste a URL. Files2BI reads each one and works out its structure.

  2. 2

    Spreadsheets become tables

    For spreadsheets and CSVs it builds a real column schema (types, samples, distributions) so questions are answered with SQL, not guesses.

  3. 3

    Documents become searchable

    For PDFs and Office files it extracts text, tables and form fields (invoice number, total, due date) so both prose and field-level questions work.

  4. 4

    Ask in plain English

    Every answer is cited — page number, row count, matching documents, or invoice number with a one-click Open button.

  5. 5

    See it as a dashboard

    Open Visual Dashboards on any tabular file for auto-suggested charts, or build your own from a prompt or by picking columns.

Under the hood

Each kind of file gets the right engine

Spreadsheets & CSVs

Rows are loaded into PostgreSQL with typed columns. Totals, averages, medians and percentiles are computed by SQL, and the answer shows how many rows and which filters it used.

PDFs, Word, PowerPoint & text

Text, tables and figures are extracted and indexed for meaning, not just keywords. Answers quote the passage and cite the page.

Invoices & forms

Fields such as invoice number, date, vendor, total, due date and line items are read automatically, so you can filter and total them across every file.

Websites

Paste a URL and up to 10 pages on the same site are read and indexed, so documentation and policy portals become searchable.

Two modes

Choose where your files live

Cloud (default)

Files are stored encrypted and indexed in the cloud. Every feature works — spreadsheets as SQL, invoices, dashboards, URLs — from any device, and your team can share them.

Browser-Private

Files stay on your computer and the search index is kept in your browser. To build it, their text is sent to Files2BI, masked and indexed with the same model as Cloud — nothing is stored on our servers.

Try asking

  • “What are the termination clauses across all our vendor contracts?”
  • “Does our travel policy cover international flights?”
  • “Summarize the key obligations for both parties in this MSA”
  • “What changed between the 2024 and 2025 employee handbook?”
  • “Sum revenue by region where status is paid”
  • “How many customers in California with orders over $1,000?”
  • “Average downtime per machine in week 14”
  • “Show me the top 10 products by total sales this quarter”

Questions about a rollout? Talk to us.

Ask your files. Get cited answers.

Start with 50K free tokens. No credit card. No commitment.