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YOUR PAPERWORK. SORTED.

Less paperwork.
More peace of mind.

Friendly answers and simple guides for everything HiFiler.

THE QUICK START GUIDE

Let's get you organised.

Nine short walkthroughs, real button names and simple diagrams. No paperwork gymnastics required.

Want HiFiler on your Home Screen? See the quick steps ↓
Log in→Upload→Review→Save

Choose a topic

STEP 01

Get into HiFiler

Log in at hifiler.com and choose Open HiFiler to reach your dashboard. The app navigation includes Home, Bank, Vault, Insurance, Subs and More.

HiFiler
DashboardHome · Bank · Vault · Insurance · Subs · More
HomeBankVaultInsuranceMore
Simple guide illustration · not a live screenshot
STEP 02

Upload a bank statement

Tap Bank. For a PDF scan, tick the AI consent checkbox, then choose Tap to browse. HiFiler can also import a supported bank CSV without AI, or let you add records manually.

HiFiler
Upload bank statementPDF up to 4 MB · CSV up to 2 MB
☑ AI consentTap to browse
HomeBankVaultInsuranceMore
Simple guide illustration · not a live screenshot
STEP 03

Check each transaction

Review the proposed records against your statement. Select a transaction, check its date, amount, direction and category, then use Previous or Next. Confirm and save only after checking everything.

HiFiler
Review extracted recordsSelect · Correct category · Confirm & save
PreviousCategory ▾Next →
HomeBankVaultInsuranceMore
Simple guide illustration · not a live screenshot
STEP 04

Keep receipts & warranties

Open Vault to upload a receipt or take a photo. Review purchase dates, warranty details and the item name. If original storage is enabled, you can choose to keep the original encrypted document.

HiFiler
Receipt & warranty vaultTap to browse · Take a photo
HomeBankVaultInsuranceMore
Simple guide illustration · not a live screenshot
STEP 05

Organise insurance policies

Open Insurance and upload the policy PDF. A policy can include several insured sections. Check premiums, excesses and renewal dates against the original insurer document before saving.

HiFiler
Insurance policiesPolicy · Insured sections · Renewal date
HomeBankVaultInsuranceMore
Simple guide illustration · not a live screenshot
STEP 06

Track bills & subscriptions

For municipal bills and other bills, use Home → Add payment reminder or More → Bills & Payments and enter the amount and due date from your bill. For memberships, use Subs → Add subscription. To scan a subscription screenshot or PDF, open Home → Scan a subscription screenshot or tap Subs, give AI consent, upload a PDF or JPEG/PNG/WebP image (up to 4 MB), then check and correct the extracted details before saving. The current Smart Scan is for subscriptions; municipal bills can be tracked as reminders but are not currently supported by this subscription scanner. Turn on email reminders under More → Settings if desired.

HiFiler
Bills & subscriptionsBills · Subscription Smart Scan · Due dates · Alerts
HomeBankVaultInsuranceMore
Simple guide illustration · not a live screenshot
STEP 07

Download an organised pack

Open Home → Accountant Pack. Choose a financial year, then tap Download spreadsheet or Download complete ZIP. Keep exported files private: downloads are not encrypted.

HiFiler
Accountant PackChoose year · Download spreadsheet / ZIP
Download spreadsheet ↓
HomeBankVaultInsuranceMore
Simple guide illustration · not a live screenshot
STEP 08

Customise and get help

Under More, set your country, currency and date format. Use Help Centre for questions or WhatsApp for general support. Never send sensitive financial documents in a chat.

HiFiler
More → SettingsCountry · Currency · Date format · Help
HomeBankVaultInsuranceMore
Simple guide illustration · not a live screenshot
STEP 09

Put HiFiler on your Home Screen

Open HiFiler in your phone’s browser, then follow the steps for your device below. This adds a convenient app icon so you can launch HiFiler directly. You may still need the internet for most features.

HiFiler
Install HiFilerSafari → Share → Add · Chrome → Install
Open HiFilerShare ↑ / ⋮Add ✓
HomeBankVaultInsuranceMore
Simple guide illustration · not a live screenshot

iPhone & iPad

Use Safari
  1. Open hifiler.com in Safari, log in and tap Open HiFiler.
  2. Tap the Share symbol (a square with an upward arrow). In some Safari layouts, first tap the page menu, then Share.
  3. Scroll to Add to Home Screen. If it’s missing, scroll down to Edit Actions to add it.
  4. Enable Open as Web App if offered, then tap Add.

Android phones & tablets

Use Chrome
  1. Open hifiler.com in Chrome, log in and tap Open HiFiler.
  2. Tap the three-dot menu (⋮).
  3. Choose Install app or Install and create shortcut (wording may vary).
  4. Follow the prompt to add HiFiler to your Home Screen.

Can't find the option? Open HiFiler directly in Safari or Chrome, not inside a WhatsApp, Facebook or email in-app browser. The installed icon is a shortcut to HiFiler; most features still require an internet connection.

!

AI helps. You stay in control.

Always compare extracted information with the original document. Don't share bank details, passwords or private documents in WhatsApp. Keep downloaded spreadsheets and ZIPs securely stored.

STUCK ON A STEP?

A little help is close by.

Check the FAQs or contact support for general questions.

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