Vault
The Vault is where your documents live: bank statements, tax returns, deeds, contracts, insurance policies, passport, invoices. It is Clatri's only documents place: everything you upload (from the chat, email or the Vault itself) ends up here.
Each profile has its own Vault: your personal entity and each business keep their documents separately.
Groups
You organize documents in groups that you create, or that Clatri creates when you ask it to. A group has a name, an icon and a color, and can have subgroups up to three levels deep: Statements › Bank › 2026, Taxes › 2025.
- A document can be in several groups at once.
- Taking a document out of a group never deletes it: it stays in the Vault and in its other groups.
- Deleting a group doesn't delete its documents either. The group and its subgroups go away; the files stay.
- There are no sample or suggested groups. A group exists only because you or Clatri created it.
- Bank videos and screenshots are temporary and don't go into groups.
The Without a group card gathers everything that isn't in a group yet.
Long-press a group (on the web, right-click or the … button) to edit or delete it.
Two ways to look
In the … menu at the top right you choose how to see the Vault. Clatri remembers the last one you used.
| View | What it shows |
|---|---|
| Groups | Your group cards, each with a collage of its latest documents. |
| All documents | The whole history of the profile, newest first, split by month. |
In All documents you can:
- Search by name: it searches the whole history, not just what's already loaded.
- Filter by type: statements, invoices, receipts, contracts, lab results…
- Select several (long-press one or use Select in the menu) and then put them in a group, link, share or delete them.
Inside a group, selection lets you take out, move to another group, link and share.
A document's sheet
Tapping a document opens its sheet from the bottom:
- Preview: tap it to open the document. PDFs and photos open in Clatri's viewer; Excel, Word, CSV and PowerPoint open in your phone's viewer (Quick Look on iPhone, the system app on Android).
- Rename (pencil) and share.
- In groups: the groups it's in, with + Group to add it to more.
- Linked to: link the document to an account, card, debt, place, or as the invoice or warranty of an asset. That way the statement shows up in its account and the warranty in its asset.
- Delete document: deletes it everywhere, not just from a group.
What Clatri does
Clatri uses the Vault the way you do:
- When you upload a file that clearly fits a group that already exists, it files it there and tells you in one line ("I saved it in Taxes").
- It never creates a group without asking you.
- If you ask it to "organize my documents", it looks at what has no group, proposes the groups and where each document goes in a single question, and with your yes creates and files them.
- It finds documents by group, renames them and links them to your accounts, cards, debts, assets and places.
Some examples:
- "file my Nequi statements by year"
- "where's the house deed?"
- "link this policy to the car loan"
- "organize my documents"
Privacy
Each group's name is stored encrypted. In your personal profile, if you turned on your personal key, the name also carries that layer: without your key nobody can read it. More in Security and privacy.