Document naming for accountants
Stop renaming invoices manually
AI extracts vendor, date, amount, and invoice number from every PDF. 1,200 documents renamed in under 3 minutes. Confidence preview before apply.
Accountants · Invoice Naming
Automatically rename invoices using AI that extracts vendor, date, amount, and invoice number from PDFs.
- Connect Google Drive or Dropbox — AI processes invoices as they arrive from clients and vendors.
- Vendor name, invoice number, date, and amount encoded into every filename automatically.
- Per-client naming templates saved and reused monthly. No reconfiguration needed.
Accounting firms process 1,200+ invoices in under 3 minutes with 95%+ extraction accuracy.
Your client folder today vs. tomorrow
Every accounting practice drowns in unlabeled invoices and receipts. AI reads each document and extracts vendor, date, amount, and invoice number automatically.
Before — your inbox right now
scan_042.pdfNo one knows what this is without opening it
Invoice (3).pdfWhich vendor? Which client? Which month?
IMG_4421.pdfA receipt? An invoice? A statement?
Acme invoice FINAL.pdfNo date, no amount — useless for sorting
receipt.pdfOne of 47 files named "receipt.pdf"
Average time to find a specific invoice: 3–5 minutes of searching, opening, closing.
After — 3 minutes with Renamed.to
2026-01-15_AcmeCorp_INV-4421_$2450.pdfVendor, date, invoice number, amount — all searchable
2026-01-12_HomeDepot_Receipt_$847.pdfReceipt with vendor and amount, instantly findable
2026-01_Chase_Statement_****4521.pdfBank statement with month and last-4 account digits
2026-01-10_ClientABC_Payroll_Jan.pdfPayroll file organized by client and period
2026-01-08_Vendor123_CreditMemo_$-150.pdfCredit memos flagged with negative amounts
Time to find any invoice: type 3 letters in your file browser. Done.
From inbox chaos to client-ready files
AI handles the tedious extraction work. You review, approve, and move on.
Documents arrive
Invoices, receipts, and statements land in your inbox — from clients, vendors, and bank portals.
scan_042.pdfInvoice (3).pdfIMG_4421.pdfAI extracts fields
OCR reads vendor name, invoice number, date, and amount from the document content automatically.
Vendor: Acme CorpAmount: $2,450.00Date: 2026-01-15Preview & approve
Review every suggested filename with confidence scores. Bulk-approve high-confidence batches.
95% confidenceSide-by-side previewOne-click approveClient-ready files
Clean filenames following your naming convention. Ready for GL upload, client delivery, or archive.
2026-01-15_AcmeCorp_INV-4421_$2450.pdfUse case example
"We stopped dreading month-end close"
A 4-person bookkeeping firm was spending 6+ hours every month renaming invoices and receipts from 23 small business clients. Each client had different naming preferences. Junior staff made frequent mistakes.
After connecting their shared Google Drive, they set up per-client naming templates once. Now invoices are processed automatically as they arrive — vendor, date, amount, and invoice number extracted and encoded into each filename.
Month-end close went from a weekend of catch-up to a 2-hour review session. The senior partner now focuses on advisory work instead of file management.
Illustrative example based on typical bookkeeping workflows. Individual results vary based on client volume, document complexity, and existing processes.
6.7 hrs
Saved monthly
23
Clients managed
1,200+
Docs/month processed
95%+
Auto-approved
Naming templates for accounting
Start with field-tested patterns or customize per client. Save templates and reuse monthly.
Invoices
YYYY-MM-DD_{Vendor}_INV-{Number}_${Amount}.pdfExtract vendor, date, invoice number, and amount. Works with QuickBooks exports and scan uploads.
Receipts
YYYY-MM-DD_{Vendor}_Receipt_${Amount}.pdfPerfect for credit card receipts and emailed confirmations. Automatic date and amount extraction.
Bank statements
YYYY-MM_{Client}_{Bank}_Statement.pdfKeep account codes consistent per client. Perfect for monthly close workflows.
Payroll
YYYY-MM_{Client}_Payroll_{Period}.pdfOrganize payroll documents by client, month, and pay period automatically.
Why accountants choose Renamed.to
Purpose-built for accounting documents vs. manual renaming or generic file tools.
| Feature | Renamed.to | Manual | Generic Tools |
|---|---|---|---|
| Extracts vendor, date, amount, invoice # | |||
| Works with scanned PDFs (OCR) | |||
| Per-client naming templates | |||
| Batch 1,000+ docs in under 3 min | |||
| Works with Google Drive & Dropbox | |||
| Confidence preview before apply | |||
| One-click undo (originals untouched) | |||
| QuickBooks/Xero integration (via Zapier) |
Calculate your time savings
Adjust sliders to match your monthly document volume. See what your team gets back.
Based on manual rename time of 20s per document. Actual savings vary by document complexity and naming convention.
Security built for client documents
Enterprise-grade encryption, access controls, and audit trails for sensitive financial files.
Encryption & residency
TLS 1.3 in transit, AES-256 at rest. US data centers with SOC 2–aligned controls. Keys rotated quarterly.
Access & audit
2FA and SSO via Google Workspace or Microsoft 365. Role-based permissions. Every file access, rename, and approval logged with full attribution.
Quality controls
Every rename shows a confidence score. Preview side-by-side before applying. One-click undo — originals are never modified or deleted.
Files stored temporarily during processing (under 10 minutes), then deleted. Purge filename data anytime from your dashboard. Full security documentation →
Frequently asked questions
How do I automatically rename invoices?
Connect your Google Drive or Dropbox folder, drop your invoices, and Renamed.to extracts vendor name, invoice number, date, and amount automatically using AI and OCR. Preview every suggested filename with confidence scores, then approve the batch. 1,200+ invoices renamed in under 3 minutes.
How accurate is the invoice extraction?
We deliver 95%+ extraction accuracy on common invoice formats (Sept 2025 testing, n=250+). Every rename shows a confidence score. Preview mode lets you spot-check every suggested filename before apply. AI works with Auto mode, 50+ common templates, or custom patterns you define.
Will you overwrite my original files?
No. Safe-Rename writes new files alongside your originals and keeps them untouched. You can undo any batch with one click. Originals are never modified or deleted. Content-based deduplication prevents processing the same file twice.
Does it work with scanned invoices?
Yes. Our OCR engine processes scanned PDFs, digital PDFs, and image-based documents. 300+ DPI recommended for best accuracy. Works with invoices, receipts, bank statements, and most accounting documents.
Can I save naming rules per client?
Yes. Save templates per client or vendor and reuse them every month. Templates support dynamic fields like {Vendor}, {InvoiceNumber}, {Amount}, {Date}, and more. Set custom confidence thresholds per client. No reconfiguration needed month-to-month.
Does it integrate with QuickBooks or Xero?
Yes, via Zapier and n8n. Renamed PDFs can auto-attach to bills, expenses, and invoices in QuickBooks Online/Desktop and Xero. Native direct integrations (no Zapier) launching Q2 2025.
What does it cost?
Free for up to 50 documents per month. Paid plans start at $29/month for 500 documents. Volume pricing available for firms processing 2,000+ documents monthly. No credit card required to start.
From accounting firms
What accountants are saying
“Month-end close used to mean a weekend of renaming files. Now I spend that time on advisory work that actually bills.”
Sarah K.
Senior Bookkeeper, 4-person firm
6.7 hrs saved/month
“Our junior staff used to make naming mistakes constantly. Now 95% of invoices are auto-approved with zero errors.”
Michael T.
Managing Partner, Regional CPA Firm
1,200+ docs/month
“Each of our 23 clients has different naming preferences. We set up templates once and forgot about it.”
Jennifer L.
Bookkeeping Practice Owner
23 clients managed
Ready to stop renaming invoices manually?
Connect your shared drive, drop your first batch, and see clean filenames in under 3 minutes.
Free 50 docs/month · No credit card · Originals never modified
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