File Processing

Files In, Runs Out.
Automatically.

Drop files from your payroll software into SFTP and WhizFlow does the rest. It detects new files, identifies the client, classifies the file type, and groups everything into a complete payroll run — ready to process.

Intelligent Ingestion

WhizFlow reads your files the moment they land and knows exactly what to do with them.

SFTP Ingestion

Files land in dedicated client folders on your SFTP server. WhizFlow watches continuously and picks them up instantly.

Auto Client Matching

Filename patterns, folder structure, and run metadata are used to match every file to the correct client — no manual sorting.

Run Detection

Related files are grouped automatically into payroll runs. No need to manually bundle reports, GL files, and time data.

No More Manual File Shuffling

Flexible Filename Patterns

Configure glob patterns and regex rules to match your payroll software's exact export format — even if it changes between runs.

Multi-File Run Grouping

A single payroll run may produce a report PDF, a GL export, and a bank file. WhizFlow detects and groups all of them into one cohesive run.

Duplicate Prevention

Idempotent processing ensures the same file is never processed twice, even if re-uploaded or retried.

File Classification

Each file is tagged by type (payroll report, GL export, ACH file, time data) so downstream automation knows exactly what to do with it.

Error Visibility

Unmatched files surface in your dashboard immediately with clear reasons — so you can resolve mismatches before they become client problems.

File Ingestion Log
CSB_Holdings_PR_194.pdf
CSB Holdings · Payroll Report
✓ Matched
CSB_Holdings_GL_194.csv
CSB Holdings · GL Export
✓ Matched
RD_Wholesale_TIME_0114.xlsx
R&D Wholesale · Time Data
✓ Matched
PAYROLL_EXPORT_20250114.pdf
No match found · Unknown
! Review
Carroll_Health_PR_193.pdf
Carroll Health · Payroll Report
✓ Matched

Ready to Eliminate Manual File Work?

See how WhizFlow handles your specific file formats and naming conventions.