Everything you need to know about using Clasio.
Sign up, upload, and find your way around
Tap "Sign in with Google" or "Sign in with Apple" on the home page. That's it. No forms, no verification emails, no password to remember. Takes about 10 seconds. You can link additional email accounts later from Settings.
Click the Upload button (top right on web, bottom tab on mobile). Select one or more files. Clasio's AI analyzes each document in the background shortly after upload and extracts its key intelligence automatically.
You don't need to name, tag, or organize anything. Clasio reads the document and figures out what it is, who it involves, what dates matter, and what you should know.
Every uploaded document gets a card showing what Clasio found inside it:
Insights (the Home tab) shows intelligence and attention items. This is where you'll find cross-document patterns, upcoming deadlines, and things Clasio thinks you should know about.
Library shows all your documents organized by folder. Use it to browse, sort, and find specific files. Clasio auto-classifies documents into 11 folders, but you can move them around.
File types, import options, and storage limits
Clasio accepts PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx), images (JPG, PNG, HEIC, WebP), plain text (.txt), and CSV files. If you can view it on your computer, Clasio can probably read it.
You can upload individual files or entire folders. Batch upload works too; just select multiple files at once.
Folder upload is one of the fastest ways to get started. Click the dropdown arrow next to Upload, select "Choose Folder," and Clasio imports the entire folder including all nested subfolders with the structure fully preserved. Every document inside gets analyzed for Intelligence insights, Needs Attention alerts, and full search. You can drop your entire Documents folder and let Clasio do the rest.
On mobile, you can upload from your device's file picker or use the camera scanner for paper documents.
Connect your Google Drive from the upload screen and pick files with the Google Picker. Clasio uses Google's limited drive.file permission, which only covers the files you choose, copies them into Clasio, and never modifies your originals.
After import, Clasio analyzes each file independently. The copies live in Clasio's storage, so they're still available even if you later disconnect Drive.
On the iOS app, tap the camera icon to scan paper documents, receipts, business cards, or anything physical. Scan one page or many; multi-page scans are combined into a single PDF. Clasio's AI reads the scanned content the same way it reads any other file.
Free: 100 documents, 1 GB storage.
Pro ($9.99/month): 5,000 documents, 25 GB storage.
Individual file size limit is 100 MB per file on both plans.
Find documents and get answers from them
Clasio runs keyword search across 11 fields (titles, summaries, topics, extracted facts, filenames, and more) and meaning-based semantic search in parallel, then merges the results. If keyword search finds nothing, fuzzy matching catches typos. If the whole search finds nothing, Gemini rewrites the query and Clasio tries once more.
Results include match explanations so you can see why each document came back.
Type a question into search (anything starting with who, what, when, where, why, how, or which, or ending in a question mark) and Ask Clasio answers it. Clasio finds the most relevant documents, and Gemini reads their text and answers, with links to the source documents. If the answer isn't in your documents, Clasio says so.
Example: "What's the deductible on my health insurance?" returns the specific dollar amount from your policy document, with a link to the source.
You can also open any document and use "Ask This Document" to ask about it directly.
Tap the microphone icon on web or iOS and speak your query naturally. Your browser's or phone's built-in speech recognition turns it into text, and Clasio receives only the text, which goes through the same search pipeline as typed queries.
Use natural language. "Show me my passport" works just as well as "passport." You can search by entity name ("Dr. Smith"), date range ("documents from March 2025"), or ask direct questions ("When does my lease expire?").
Clasio has a domain knowledge dictionary of about 1,100 terms, so it understands that "W-2" relates to tax documents and "EOB" means Explanation of Benefits.
What Clasio finds in and across your documents
Every document gets analyzed across six dimensions:
This extraction happens once, in the background after upload. Search uses the extracted intelligence to find the right documents, and when you ask a question, Gemini reads those documents to answer it.
Clasio looks across all your documents for patterns: cross-document connections, contradictions between files, missing documents you might need, and coverage gaps. These appear on the Insights tab. For example, Clasio might notice that your car insurance is from one provider but your home insurance is from another, or that you have a 2023 tax return but no 2024 version yet.
Clasio scans extracted dates for upcoming deadlines within the next 60 days: expiring insurance policies, passport renewals, contract end dates, payment due dates. Items are sorted soonest first, and anything due within 7 days is shown in red.
The Free plan shows the first five items; Pro shows all of them.
The iOS app can send push notifications about upcoming deadlines and new insights from your documents. Deadlines due within 7 days are marked time-sensitive, so they can come through even when Focus is on. You can turn push notifications and the email digest on or off in your account settings.
Clasio automatically classifies documents into 11 folders (Tax & Compliance, Financial & Accounting, Legal & Contracts, Insurance, Identity & Records, Medical & Health, Property & Real Estate, Business & Corporate, HR & Employment, Projects & Work, and Personal & Family). You can move documents between folders or change a classification if it doesn't match your preference.
The classification uses the extracted intelligence, not just the filename. A file called "scan_001.pdf" that contains a W-2 will land in the Tax folder.
Plans, payments, and account management
Free: 100 documents, 1 GB storage, 5 intelligence insights and 5 Needs Attention items visible, 5 "Ask This Document" questions per day.
Pro ($9.99/month or $7.99/month billed annually): 5,000 documents, 25 GB storage, every insight and Needs Attention item, unlimited "Ask This Document" questions.
Both plans include AI extraction, search with answers to your questions, voice search, auto-organization, and Google Drive import.
You can upgrade from the Pricing page or from any upgrade prompt within the app (they appear when you hit a free tier limit). Payment is handled through Stripe checkout. You'll have full Pro access immediately after payment.
Manage billing, update payment methods, or cancel through the Stripe Customer Portal (accessible from Settings). If you cancel, you keep Pro access until the end of your current billing period. No partial refunds, but no surprise charges either.
You can connect multiple email identities (Google and Apple) to a single Clasio account from Settings. This is useful if you sign in with different emails on different devices, or if you have work and personal accounts you want unified under one Clasio library.
Go to Settings and tap "Delete Account." This removes your documents, files, and extracted intelligence from Clasio. Copies in encrypted backups expire within 30 days. This action can't be undone.
Architecture Overview: extract structure once at upload, the 6D extraction framework, the Google Cloud stack and design choices.
Search Architecture: parallel keyword and semantic search, how Gemini answers every question, and how the design evolved.
Security and Privacy: AI data handling, encryption, per-user data isolation, and time-limited file access.
Can't find what you need? Reach us at support@clasio.ai.