Granite for small business
How to organize business documents without the filing busywork
The honest answer to how to organize business documents is: stop filing them by hand. Granite reads every receipt, invoice, tax form, and contract the moment it lands, sorts it against a 60+ document-type library, pulls out the dates and amounts that matter, and makes it all findable in plain English. When tax season comes, you export just the tax docs for your accountant.
Where the paperwork actually breaks down
Running a one-person business means you're also the bookkeeper, the filer, and the person who has to find the contract at 9pm. These are the four places the paper piles up.
Receipts and invoices arrive faster than you file them
A client invoice lands in email, a hardware receipt is a photo on your phone, a subscription charge is a PDF in a billing portal. You tell yourself you'll sort them Sunday. By the next quarter you've got 200 unnamed files in a Downloads folder and a shoebox, and reconstructing what was deductible means an afternoon you don't have.
Tax season means handing your accountant your whole life
Your accountant asks for last year's 1099s, W-2s, and expense receipts. What you actually have is one Google Drive folder with personal stuff, business stuff, and three years of clutter mixed together. So you either spend a weekend separating it by hand, or you dump the whole folder on them and pay for their time to untangle it.
You can't find the contract clause when it matters
A client disputes a deliverable and you need the signed scope of work from eight months ago. You remember signing it but not what you named the file or which folder it's in. You search 'contract,' 'agreement,' and the client's name, open six wrong PDFs, and lose twenty minutes before a call you're already late for.
Licenses and policies expire while you're busy
Your business insurance renews, your professional license needs continuing-ed credits, your LLC annual report is due. None of these announce themselves until there's a lapse, a late fee, or a gap in coverage. The 'system' is a calendar reminder you set once and a quiet hope you wrote the right date down.
The way to organize business documents that actually sticks
A filing system only works if you keep feeding it. Granite removes the feeding step: it reads and files on the way in, so the organization happens whether or not you have a disciplined Sunday.
It reads and files on upload
Drop a PDF or snap a phone photo of a receipt. Granite reads it on the spot, classifies it against a 60+ document-type library (invoice, receipt, 1099, W-2, contract, LLC formation, insurance policy, license), and pulls out the fields that matter — vendor, amount, date, account number, expiration. No folders to name, no tags to apply, no Sunday filing session.
Hand your accountant just the tax docs
This is the small-business payoff: scoped export. Pick a single collection — say, this year's tax documents — or multi-select exactly the files your accountant needs, and export a clean encrypted archive of only those. Not your whole vault, not your personal paperwork. Just the docs they asked for, ready to send.
Search in plain English, get the source page
Ask 'what did I pay that contractor in March' or 'when does my liability policy renew' and Granite answers with a citation to the exact page it read the answer from. No remembering filenames, no folder spelunking. The contract organizer and tax document organizer are the same search box — you just ask.
Collections and an expiration radar build themselves
Auto-collections form on their own around tax years, vehicles, and policies as documents arrive. A 'possibly missing' radar flags when a collection looks incomplete — say, a tax year that's missing a 1099 you usually get. Due-soon dates surface before a license or policy lapses, so renewals stop sneaking up on you.
Built for the paperwork around the business, not the books
Granite is a document vault, not accounting software. Here's exactly what that means for a small business.
It organizes the paperwork, not the ledger
Granite files and finds your receipts, invoices, tax forms, contracts, and licenses. It does not do bookkeeping, run a chart of accounts, or give tax advice — it gets your documents organized so the software (or accountant) that does the books has clean inputs to work from.
Your archive is always yours to take
Documents are stored as ciphertext, encrypted at rest with per-row encryption on everything user-visible. You can export your whole vault, a single collection, or a hand-picked set at any time. Canceling never deletes your archive — a canceled account is preserved and stays exportable.
Free does the full job, paid removes the cap
Granite Free includes the full reader, search, auto-collections, and scoped export for 25 documents and 1 GB — enough to file a tax year for a side business and hand it to an accountant. Granite Paid is $99/year for no document cap and 100 GB. The free cap is document count, not features.
FAQ
How to organize business documents: common questions
- What's the fastest way to organize receipts and invoices for a small business?
- Stop sorting them by hand. Instead of naming files and dragging them into folders, drop each receipt or invoice into Granite as it arrives — a PDF or a phone photo both work. Granite reads it on upload, identifies the vendor, amount, and date, and files it for you. The organizing happens on the way in, so there's no backlog to clear on the weekend.
- Can I use this as a tax document organizer to share with my accountant?
- Yes — that's the lead use case. As tax documents arrive, Granite groups them into an auto-collection by tax year. When you're ready, use scoped export to export just that collection, or multi-select exactly the files your accountant needs. They get a clean archive of only the tax docs, not your whole vault and not your personal paperwork. Scoped export works on the Free plan too.
- Does Granite work as a contract organizer and legal document organizer?
- For organizing and finding contracts and legal paperwork, yes. Granite classifies contracts, LLC formation documents, licenses, and similar files, extracts key fields, and lets you search them in plain English with a citation to the source page. To be clear about what it isn't: Granite does not draft contracts, write wills, or give legal advice. It organizes the documents you already have.
- Is Granite business document management or accounting software?
- It's business document management — the paperwork layer, not the books. Granite organizes receipts, invoices, tax forms, contracts, and licenses so they're filed and findable. It does not run a ledger, reconcile transactions, or do bookkeeping. Think of it as the clean, searchable home for the documents your accounting tool or accountant needs as inputs.
- How does Granite keep my business documents secure?
- Your files are stored as ciphertext, encrypted at rest, with per-row encryption on everything user-visible like titles, amounts, and extracted fields. To be straight with you: this is not zero-knowledge. As the operator we hold the master key, so we're honest that it isn't end-to-end private from us. What we do promise is that your archive is always exportable and that canceling never deletes it.
- What do I get on the free plan, and can I set up an emergency contact?
- Granite Free gives you the full reader, plain-English search, auto-collections, and scoped export for up to 25 documents and 1 GB — the cap is document count, not features. Granite Paid is $99/year, annual-only, with no document cap and 100 GB. The emergency contact and inactivity heartbeat are paid-plan features, so you'd need the paid plan to set those up. There's no separate trial — Free is the trial.
Keep exploring
Related pages
- Auto-read and classifyHow Granite reads each document on upload and sorts it against the schema library.
- Plain-English searchAsk a question, get the answer with a citation to the exact source page.
- Exports and continuityScoped exports for your accountant and an always-exportable archive, plus paid-plan emergency access.
- Granite guidesStep-by-step playbooks for getting your documents organized and findable.
- Granite for important documentsThe broader vault for every important document, business or personal.
- Granite for familiesThe household side of the same automatic filing.
Get your business paperwork organized this week
Start free with 25 documents. Drop in last quarter's receipts and this year's tax forms, then watch them file and group themselves. When your accountant asks, export just the tax docs in a couple of clicks.