Stop renaming invoices manually
Go from messy PDFs to client-ready filenames in under 3 minutes. 95%+ accuracy on invoice templates with confidence preview before apply.
Watch 2-Minute Demo
See how to rename your first batch of invoices—from Drive connection to approved filenames—in under 3 minutes.
Manual renaming vs. automated structure
Turn 4 hours of weekly file cleanup into 3 minutes. See exactly how your invoice and receipt files transform.
4 hours per week
One-time 3-minute setup
First win in under 3 minutes
1. Connect Drive or Dropbox
60 secondsPick the folder you already use for invoices or receipts. We never move your originals. No migration required.
2. Drop in your PDFs
45 secondsDrag this month's invoices into the app. We extract vendor, amount, date, and invoice number automatically using OCR + AI.
3. Preview & apply
60 secondsReview every suggested filename with confidence scores. Approve the batch and we write clean copies you can undo anytime.
How a small CPA firm could save 18 hours monthly
Illustrative example: A 4-person CPA firm processing 2,400+ monthly documents could eliminate manual invoice renaming and cut monthly close time by 2 days.
The Challenge
Consider a typical 4-person CPA firm in Austin or Dallas managing bookkeeping for 23 small business clients. Each month, they process 2,000–2,500 invoices, receipts, and bank statements—most arriving as unlabeled PDFs via email or client Dropbox folders.
Such firms typically have a junior bookkeeper spending 18–22 hours monthly manually renaming files before they can begin actual reconciliation work. Inconsistent naming leads to duplicate uploads and missed invoices during monthly close.
How Renamed.to Could Help
A firm like this could connect Renamed.to to their Google Workspace shared drives and configure per-client templates for invoices, receipts, and bank statements using the pattern library.
Files uploaded to /Clients/ClientName/Inbox would be automatically processed. Renamed files would appear in /Ready with confidence scores. The bookkeeper could review and approve batches in under 15 minutes.
Expected Benefits
- Up to 18 hours saved monthly — bookkeeper focuses on reconciliation, not file cleanup.
- Eliminate duplicate uploads — content-based deduplication catches repeats automatically.
- Faster monthly close — files organized before reconciliation starts.
- Improved client satisfaction — faster turnaround on financials, fewer follow-up requests.
Note: This is an illustrative example based on typical US CPA firm workflows and market research. Individual results may vary based on document volume, complexity, and existing processes. Time savings estimates assume 15–25 seconds saved per document compared to manual renaming.
Up to 18 hrs
Potential time saved
2,400+
Monthly volume
4
Team members
~420%
Estimated ROI
Example Firm Profile
- LocationAustin/Dallas
- Team size4 CPAs
- Clients served23
- Use caseMonthly close
Could your firm benefit from similar time savings? Start your free trial →
Calculate time saved
Adjust sliders to match your monthly volume. See time saved vs. manual renaming.
Time saved
6.7 hours
Every month your team gets back 6.7 hours for client work.
Cost savings
$302
Monthly savings at $45/hr fully-loaded labor cost.
Average 15–25 seconds saved per document. Based on real usage from accounting firms processing 500–5,000 invoices monthly.
Templates ready to use today
Start with our patterns or customize for each client. Save templates and reuse monthly.
Invoices
Invoice_Final_v3_copy.pdf2024-11-15_Acme_Invoice-1234_$2450.pdfYYYY-MM-DD_{Client}_Invoice-{Number}_${Amount}.pdfExtract vendor, date, invoice number, and amount. Works with QuickBooks exports and scan uploads.
Receipts
IMG_4821.pdf2024-11-10_Staples_$127.pdfYYYY-MM-DD_{Vendor}_${Amount}.pdfPerfect for credit card receipts and emailed confirmations. Automatic date and amount extraction.
Bank statements
download (7).pdf2024-11_ACME-789_Bank-Statement_Nov-2024.pdfYYYY-MM_{ClientCode}_Bank-Statement_{Month-YYYY}.pdfKeep account codes consistent per client. Perfect for monthly close workflows.
Credit cards
Statement_2024.pdf2024-11_ACME-789_Business-Visa_Statement.pdfYYYY-MM_{ClientCode}_{CardNickname}_Statement.pdfGroup statements by card automatically. Prevent duplicate charge issues.
Payroll
Payroll_Dec.pdf2024-12_Acme_Payroll-Register.pdfYYYY-MM_{Client}_Payroll-Register.pdfOrganize payroll documents by client and month automatically.
Bills & utilities
untitled_scan.pdf2024-11-20_Comcast_Bill_$89.pdfYYYY-MM-DD_{Provider}_Bill_${Amount}.pdfTrack utility and service bills with consistent naming.
Start with any template
Connect Google Drive or Dropbox. Drop 5 files. Get clean filenames with confidence scores.
Free 50 docs/month • No credit card • 2 min setup
Accounting System Integrations
Attach renamed PDFs directly to bills, expenses, and invoices. Streamline monthly close with automated document workflows across all major accounting platforms.
QuickBooks Online & Desktop
Available Now- Auto-attach to bills: Renamed invoices automatically attach to matching vendor bills by invoice number and amount
- Expense receipts: Upload to Google Drive → rename → push to QBO expense line items. Zero manual entry
- Bank reconciliation: Link renamed bank statements to QBO accounts automatically by account number and statement period
Setup via Zapier
Connect Renamed.to → QuickBooks via Zapier. Pre-built templates available. 5-minute setup.
View Zapier integration guideXero
Available Now- Bill attachments: Renamed PDFs attach directly to Xero bills. Match by vendor, invoice #, and amount
- Receipt bank alternative: Process receipts in Drive/Dropbox, rename, and push to Xero—no extra subscription
- Bank statement archive: Renamed statements auto-file to Xero bank accounts by period. Auditor-ready
Setup via Zapier or n8n
Use Zapier for no-code setup or n8n for advanced workflows. Both support Xero attachments API.
View n8n integration guideFreshBooks
Available Now- Expense tracking: Auto-attach receipts and invoices to expense entries. Perfect for freelancers and small businesses
- Client documents: Organize client invoices and receipts with consistent naming. Easy retrieval during tax season
- Zapier automation: Trigger workflows when new documents are renamed. Full API support available
Setup via Zapier
Connect via Zapier for automated expense attachment. Works with FreshBooks Classic and new FreshBooks.
View integration guideSage Intacct
Enterprise Ready- AP automation: Renamed invoices flow directly into Sage Intacct AP workflows with OCR-extracted data
- Multi-entity support: Route documents to correct entities automatically. Perfect for complex organizational structures
- Custom workflows: API-first integration. Build custom approval chains and document routing logic
Custom API Integration
Enterprise-grade integration via REST API. Custom workflow development available for Sage Intacct partners.
Contact salesNative Integration Roadmap
Coming Q4 2025Direct QuickBooks & Xero integration
No Zapier required — one-click setup with native OAuth authentication
Intelligent automatic matching
AI-powered document matching to bills, expenses, and invoices in real-time
Real-time bidirectional sync
Changes in your accounting system instantly reflected in Renamed.to
Early Access
Available now for firms processing 1,000+ documents/month
Join WaitlistGet priority access & beta pricing
Works inside your existing folders
No migration required. Process files inside Google Drive and Dropbox Business.
Create shared Drive folders per client: Clients/Acme/2025/Invoices
Drop scanned invoices and receipts into the Inbox subfolder as they arrive
Renamed.to processes files from Inbox → writes renamed copies to Ready folder automatically
Review confidence scores and approve batches. Originals stay untouched.
Connect your firm Dropbox Business account (respects folder permissions)
Point Renamed.to at /Clients/*/Incoming for automatic processing
Each client folder gets renamed files with saved templates moved to /Clients/ClientName/Ready
Audit logs track every rename with timestamps and user attribution.
Ready to get started? Connect your Drive or Dropbox account and process your first batch in under 3 minutes.
Try Free NowSecurity & Compliance Built In
Enterprise-grade security and compliance controls designed for accounting firms handling sensitive financial documents.
End-to-end Encryption
TLS 1.3 in transit, AES-256 at rest. Your files are encrypted from upload through processing. Keys rotated quarterly.
US Data Residency
Processing occurs in US data centers with SOC 2–aligned controls. No cross-border transfers for US tenants.
2FA & SSO Ready
Enforce two-factor authentication for all users. SSO support via Google Workspace and Microsoft 365 for enterprise teams.
Role-Based Access
Granular permissions per user and client folder. Audit logs track every file access, rename, and approval with full attribution.
Limited OAuth Scopes
Request folder-level access only—never full Drive/Dropbox. Tokens stored encrypted, auto-expire after 90 days, revocable instantly.
SOC 2–aligned controls (not certified)
Controls mapped to SOC 2 principles. GDPR/CCPA-ready. Pen-test and security review cadence appropriate for startup scale.
Data Retention & Purge Policy
What we store
Extracted metadata (vendor, amount, date, invoice #) kept for 90 days for template learning. Original files never stored—processed in-memory only.
Your control
Purge metadata anytime from your dashboard. Disconnect integration to revoke all access instantly. Full data export available before deletion.
Confidence Controls & Error Handling
Set confidence thresholds, bulk-approve high-confidence items, and route uncertain renames to manual review.
Three-Tier Confidence System
High Confidence
95-100%All fields extracted cleanly. Auto-approve enabled by default. Bulk-approve entire batches with one click.
Medium Confidence
80-94%One or more fields uncertain. Requires manual review. Side-by-side preview shows original vs. suggested name.
Low Confidence
<80%Extraction failed or very uncertain. Flagged for manual rename. Originals never touched—you keep full control.
Configurable Thresholds
Customize confidence rules per client or globally for your firm.
Files above this score process automatically. Lower to 90% for faster throughput; raise to 98% for extra caution.
Files between 80-94% go to your review queue. Adjust based on team capacity and risk tolerance.
Files below this score skip processing entirely. You handle them manually or upload better scans.
Duplicate Prevention & Idempotency
Content-based deduplication
Every file gets a content hash (SHA-256). If you upload the same invoice twice, we detect it and skip processing—no duplicate renames created.
Filename collision handling
If a renamed file already exists, we append (2), (3), etc. Or set custom collision rules per client.
Re-run safety
Run the same batch multiple times—already-processed files skip automatically. No risk of re-renaming or overwriting.
Audit trail
Every rename logged with timestamp, user, original name, new name, confidence score, and template used. Export CSV for compliance.
US-Specific Accounting Workflows
Handle tax forms, multi-entity structures, fiscal year calendars, and compliance reporting with templates designed for US GAAP and IRS requirements.
1099 & W-9 Packs
YYYY_{ContractorName}_1099-NEC.pdfOrganize contractor tax forms by year and name. Group W-9s with corresponding 1099s automatically. Perfect for year-end compliance.
Example output:
2025_Smith-John_1099-NEC.pdf
Multi-Entity Payroll
YYYY-MM_{EntityCode}_{PayPeriodEnd}_Payroll-Register.pdfTrack payroll across subsidiaries and divisions. Entity codes ensure clean segregation for consolidated reporting.
Example output:
2025-10_NYC-01_2025-10-15_Payroll-Register.pdf
Fiscal Year Naming
FY{YYYY}_{Quarter}_Board-Package.pdfRespect fiscal year calendars that don’t align with calendar year. Configure FY start month per client (e.g., July 1 = FY2026).
Example output:
FY2026_Q2_Board-Package.pdf
Client Billing Batches
{ClientCode}_YYYY-MM_Billing-Batch_{BatchNumber}.pdfGroup monthly billing documents per client with sequential batch numbers. Auto-increment ensures no gaps in audit trail.
Example output:
ACME-417_2025-10_Billing-Batch_003.pdf
State-Specific & Multi-Jurisdiction Support
Sales tax filings
Organize sales tax returns by state and quarter. Handle nexus reporting across multiple jurisdictions.
State income tax
Track state income tax returns and estimated payments per entity and state. Apportionment schedules included.
Payroll tax deposits
Federal and state payroll tax deposit confirmations organized by quarter and jurisdiction.
Need a custom template for your practice? View template builder guide →
Supported Invoice Templates & Vendors
95%+ average accuracy across supported templates. Confidence scores shown for every rename—preview before apply.
Accounting Software Exports
98%+ accuracyMachine-printed invoices with consistent layouts perform best
Cloud Services & SaaS
97%+ accuracyDigital-native PDFs with predictable structure
Utilities & Telecom
95%+ accuracyStandard utility bill formats in most US states
Credit Card Statements
96%+ accuracyAll major US credit card issuers supported
Office & Retail Suppliers
93%+ accuracyHigh volume business suppliers
Scanned Documents
85-92% accuracyQuality depends on scan resolution (300+ DPI recommended) and contrast
Advanced Capabilities
- •Handwritten receipts: AI-powered OCR handles handwritten text with intelligent field extraction and confidence scoring.
- •Low-quality scans: Advanced image enhancement pre-processing improves readability. Works with scans as low as 150 DPI with automatic contrast adjustment.
- •Custom layouts: AI learns vendor-specific formats automatically. No manual template creation needed—system adapts after seeing 2-3 examples.
- •Multi-currency: Supports 150+ currencies with automatic conversion and regional format detection (commas, periods, symbols).
Don’t see your vendor? Request support →
Stop losing hours to manual renaming
Clean filenames without extra clicks. Built for bookkeepers, accountants, and small offices processing invoices and receipts monthly.
Messy PDFs block monthly close
Unlabeled scans, IMG_4421.pdf files, and vendor PDFs pile up. You need them organized before you can work.
Manual QA does not scale
Spot-checking filenames for every client is slow and error-prone. Junior staff makes mistakes.
Per-client patterns take hours
Each client needs YYYY-MM-DD_Client_Invoice patterns. Setting them up manually wastes billable time.
Start fast, rename smart
Rename invoices and receipts fast, with confidence preview to spot-check runs.
Invoices
YYYY‑MM‑DD_Client_Invoice‑{Number}_${Amount}.pdfBuilt for recurring vendor invoices. Works with QuickBooks exports and scan uploads.
Receipts
YYYY‑MM‑DD_Vendor_${Amount}.pdfPerfect for credit card receipts and emailed confirmations.
Bank statements
YYYY‑MM_Client‑{Code}_Bank‑Statement_{Month‑YYYY}.pdfKeep account codes consistent per client automatically.
Scale without compromise
Client rules, shared workspace, confidence preview—optimize throughput for 20,000–100,000+ pages per month.
Client rules
Save naming templates per client or vendor. Apply consistent patterns across your firm. Reuse monthly without reconfiguration.
Confidence preview
Review every suggested filename before apply. Spot-check high-volume runs. Approve batches with one click.
Shared workspace
Team access with audit-friendly logs. Connect to Google Drive or Dropbox Business shared folders. Respect folder permissions.
Enterprise-ready processing
Handle 20,000–100,000+ pages monthly with consistent accuracy
Frequently asked questions
How accurate is Renamed.to on invoices?
We deliver 95%+ extraction accuracy on common invoice types (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.
Is Renamed.to secure and compliant for accounting firms?
We align our controls to SOC 2 principles (not certified). All data encrypted in transit (TLS 1.3) and at rest (AES-256). US data residency in certified data centers. 2FA and SSO support. Role-based access controls and full audit logs. GDPR and CCPA ready. Security notes available on request.
Can I limit OAuth access to specific folders?
Yes. Request folder-level access only—never full Drive/Dropbox. Tokens stored encrypted, auto-expire after 90 days, and are revocable instantly from your dashboard. We never request more permissions than needed for your specific workflow.
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. Early access available for firms processing 1,000+ docs/month.
Can I save naming rules per client?
Yes. Save templates per client or vendor and reuse them every month. Templates support dynamic fields like {ClientCode}, {Vendor}, {InvoiceNumber}, {Amount}, {Date}, and more. Set custom confidence thresholds per client. No reconfiguration needed month-to-month.
Do you support shared firm workspaces?
Renamed.to connects to Google Drive and Dropbox Business shared folders. We respect folder permissions and provide audit logs with timestamps and user attribution for compliance. Team access with role-based permissions available.
What file formats do you support?
We process PDFs with OCR for scanned documents. Support for invoices, receipts, bank statements, credit card statements, payroll documents, utility bills, 1099s, W-9s, and tax forms. 300+ DPI recommended for best OCR accuracy.
How do you handle low-confidence or uncertain renames?
Files with confidence below your threshold go to a review queue. Side-by-side preview shows original vs. suggested name. You can bulk-approve high-confidence items (95%+) and manually review medium-confidence (80-94%). Low-confidence (<80%) files skip processing entirely.
How long does it take to process files?
First batch under 3 minutes including setup. Processing speed depends on file size and page count. Most single-page invoices process in 5–15 seconds. Batch of 100 invoices typically completes in under 10 minutes.
What happens to extracted metadata? How long is it stored?
Extracted metadata (vendor, amount, date, invoice #) kept for 90 days for template learning. Original files never stored—processed in-memory only. Purge metadata anytime from your dashboard. Full data export available before deletion.
Do you support fiscal year naming and multi-entity structures?
Yes. Configure fiscal year start month per client (e.g., July 1 = FY2026). Multi-entity templates support entity codes for clean segregation. Handle 1099s, multi-entity payroll, state tax filings, and other US-specific accounting workflows.
Integrations
Works where your files live
Native integrations with cloud storage. Connect automation platforms for complex workflows. Use our API for custom builds.
Testimonials
Proven results across teams
Real metrics from bookkeepers, researchers, and operations teams
“I process 200+ client invoices per month. Renamed.to cut my filing time from 3 hours to under 20 minutes. The accuracy is consistently above 95%, and when I save a rule for a vendor, it handles everything automatically.”
Ina C.
Bookkeeper, Small Business Clients
“Downloaded 60 research papers last week. Created 3 naming rules based on author and year. Now everything files itself into the right folder with zero manual work. First rename took under 3 minutes to set up.”
David P.
PhD Candidate, Computer Science
“We handle contracts, NDAs, and vendor agreements daily. The confidence score preview lets us catch edge cases before they file. Saved rules scaled across our team of 8. No more IMG_4387.pdf in our shared Drive.”
Marcel T.
Operations Admin, Legal Tech
“I process 200+ client invoices per month. Renamed.to cut my filing time from 3 hours to under 20 minutes. The accuracy is consistently above 95%, and when I save a rule for a vendor, it handles everything automatically.”
Ina C.
Bookkeeper, Small Business Clients
“Downloaded 60 research papers last week. Created 3 naming rules based on author and year. Now everything files itself into the right folder with zero manual work. First rename took under 3 minutes to set up.”
David P.
PhD Candidate, Computer Science
“We handle contracts, NDAs, and vendor agreements daily. The confidence score preview lets us catch edge cases before they file. Saved rules scaled across our team of 8. No more IMG_4387.pdf in our shared Drive.”
Marcel T.
Operations Admin, Legal Tech