Xalios
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Product/Records

Filed where you'd
expect to find them.

The unglamorous half of document-heavy work: classified on arrival, filed by your conventions rather than a new taxonomy, and disposed of when they should be.

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On arrival

A document is classified as it lands, and what matters about it is pulled out and attached: who it is from, what it relates to, the dates in it, the amounts in it. Nobody types that in twice.

Filing follows the structure you already use. Existing folders, existing naming, existing conventions, learned from where things currently sit rather than replaced with something tidier that nobody follows.

Arrived 14 March, 09:04invoice_88431.pdf
classified asSupplier invoice
relates toOrder MO-2209, Meridian Supplies
extracted£2,480.00 · issued 12 March · due 11 April · terms 30 days
filed toFinance / Payables / 2026 / Meridian Supplies
retentionSeven years from the end of the financial year

Retention and disposal

Each class of document carries your retention rule. When something reaches the end of it, disposal is proposed with the rule quoted, and, like anything irreversible, it needs a person.

Finding things

By what is in the document, by date, or by what it relates to, the order, the supplier, the contract. Not only by whatever the file happened to be called.

Access and sharing

Documents keep the permissions of the system they came from. Sharing outside the organisation is gated by a floor, at every trust level.

NextIt works where the work already arrives.The mail and file systems that are connected today, how a connection is authorised, and what isn't connected yet.Integrations →

Point it at one folder and see how a fortnight of arrivals would have been filed.