Use Cases
35+ ways to automate PDF naming
From accounting invoices to legal contracts, research papers to business reports — find your exact workflow with proven templates and real customer results.
Upload 5-10 sample documents and see AI-suggested names in seconds.
- 96%+ extraction accuracy with confidence scores for every rename
- Safe-Rename creates copies — originals never touched
- Works with Google Drive, Dropbox, and 50+ integrations
Proof: 31.5k+ documents renamed last month across all use cases at 96.2% average confidence.
Why browse use cases?
Each workflow includes real examples, implementation guides, and customer success stories.
Proven workflows
Each use case includes real-world examples, success metrics, and implementation guides from actual customers.
Quick wins
Most workflows deliver first results in under 5 minutes with our guided setup and confidence preview.
Safe automation
Safe-Rename creates copies, confidence scoring prevents errors, and audit trails ensure compliance.
Measurable ROI
See time saved, accuracy rates, and cost savings specific to your document volume and workflow.
Accounting & Finance
Automate invoice, receipt, and financial document naming
Organize Amazon receipts automatically by order number, date, and amount
Key outcome
Amazon receipts auto-rename to YYYY-MM-DD_Amazon_Order123_Amount.pdf with 95%+ accuracy, ready for expense reports and tax filing.
Organize American Express statements automatically by account, date, and client
Key outcome
Amex statements auto-rename to YYYY-MM_Amex_Acct1234_Client.pdf with 97%+ accuracy, ready for reconciliation and audit trails.
Archive client tax packets by year, entity, and form automatically
Key outcome
Tax packets rename to YYYY_TaxReturn_Client_FormType.pdf with 96% accuracy and sync to the ready-to-share folder automatically.
Organize channel-segregated AR invoices for multi-channel e-commerce
Key outcome
AR invoices auto-name to Customer_INV-InvoiceNumber_OrderID.pdf and organize by channel with 96%+ accuracy for revenue reconciliation.
Organize chargeback notifications for e-commerce dispute management
Key outcome
Chargeback notifications auto-name to Processor_OrderID_Date_Chargeback.pdf and organize by processor with 96%+ accuracy for dispute management.
Organize Chase Bank statements automatically by account, date, and client
Key outcome
Chase statements auto-rename to YYYY-MM_Chase_Acct1234_Client.pdf with 97%+ accuracy, ready for reconciliation and audit trails.
Control payroll reports by pay period, entity, and department automatically
Key outcome
Payroll packets rename to YYYY-MM-DD_Payroll_Entity_Department.pdf and sync to finance folders ready for monthly close.
Organize credit notes issued for e-commerce returns
Key outcome
Credit notes auto-name to CN-CreditNoteNumber_OrderID_Date.pdf and organize by channel with 96%+ accuracy for returns management.
Organize exchanges with price differences for e-commerce
Key outcome
Exchange docs auto-name to OrderID_Exchange_Diff_Amount.pdf and organize by order with 95%+ accuracy for reconciliation.
Organize gift card sales and redemptions for e-commerce
Key outcome
Gift card reports auto-name to Period_GiftCard_Summary.pdf and organize by period with 94%+ accuracy for revenue tracking.
Organize credit notes issued and received for accurate AR/AP tracking
Key outcome
Credit notes auto-name to CN-Number_Customer_Vendor_Date_Amount.pdf with 95%+ accuracy, ready for reconciliation.
Organize customer sales invoices for AR collection and cash flow management
Key outcome
Customer invoices auto-name to Customer_INV-Number_Date_Amount_Status.pdf with 96%+ accuracy, ready for AR tracking.
Organize expense reports by employee and period for reimbursement workflow
Key outcome
Expense reports auto-name to Employee_Period_Submitter_Approved.pdf with 96%+ accuracy, ready for reimbursement.
Organize fixed asset invoices and depreciation schedules for capitalization
Key outcome
Asset documents auto-name to Vendor_Asset-Tag_Date_Amount.pdf with 94%+ accuracy, ready for capitalization.
Organize insurance policies and premium invoices for coverage tracking
Key outcome
Insurance documents auto-name to Carrier_Policy-Number_Renewal-Date.pdf with 93%+ accuracy, ready for coverage tracking.
Organize intercompany invoices for multi-entity consolidation and transfer pricing
Key outcome
Intercompany invoices auto-name to Entity_From-To_Service-Period_Amount.pdf with 95%+ accuracy, ready for consolidation.
Organize SaaS subscription invoices for cost management and budget tracking
Key outcome
SaaS invoices auto-name to Vendor_Plan_Period_Amount.pdf with 95%+ accuracy, ready for cost analysis.
Organize marketplace tax calculation reports for e-commerce
Key outcome
Tax reports auto-name to Marketplace_StatementPeriod_TaxReport.pdf and organize by marketplace with 96%+ accuracy for compliance.
Normalize receipts by merchant, date, and amount for bookkeeping automatically
Key outcome
Receipts auto-normalize to YYYY-MM-DD_Merchant_Amount_Client.pdf with 95%+ accuracy, ready for bookkeeping software integration.
Organize bank statements by IBAN, date range, and client automatically
Key outcome
Bank statements auto-name to IBAN_YYYY-MM-DD_YYYY-MM-DD_Client.pdf with 97%+ accuracy, ready for audit trails.
Organize corporate card statements by account and billing period automatically
Key outcome
Corporate card statements auto-name to AccountLast4_BillingPeriod_CardStatement.pdf with 95%+ accuracy, ready for expense reconciliation.
Organize marketplace settlement reports for e-commerce revenue reconciliation
Key outcome
Marketplace settlements auto-name to StatementPeriod_Settlement_Currency.pdf with 95%+ accuracy, ready for revenue reconciliation.
Organize multicurrency vendor invoices with FX rates for global AP processing
Key outcome
Multicurrency invoices auto-name to Vendor_INV-Number_Currency_Amount_FXRate.pdf with 95%+ accuracy, ready for global AP processing.
Organize PayPal statements by account and transaction period automatically
Key outcome
PayPal statements auto-name to Account_StatementPeriod_PayPalStatement.pdf with 94%+ accuracy, ready for payment reconciliation.
Organize payment service provider refunds by customer and date
Key outcome
PSP refunds auto-name to Customer_Date_Amount_RefundReceipt.pdf with 96%+ accuracy, ready for revenue reconciliation.
Organize payment service provider settlement reports automatically
Key outcome
PSP settlements auto-name to StatementPeriod_Settlement_Currency.pdf with 94%+ accuracy, ready for payment reconciliation.
Organize Shopify payout summaries and finance reports automatically
Key outcome
Shopify finance docs auto-name to StatementPeriod_PayoutSummary.pdf with 96%+ accuracy, ready for revenue reconciliation.
Organize Stripe payout reports by period and currency automatically
Key outcome
Stripe payouts auto-name to StatementPeriod_Payout_Currency.pdf with 95%+ accuracy, ready for revenue reconciliation.
Organize withholding tax certificates for international tax compliance
Key outcome
Withholding certificates auto-name to Customer_TaxYear_WithholdingCertificate.pdf with 95%+ accuracy, ready for tax authority filing.
Organize partial refund breakdowns by line item for e-commerce
Key outcome
Partial refunds auto-name to OrderID_PartialRefund_Amount_Currency.pdf and organize by order with 95%+ accuracy for financial tracking.
Organize payout remittances by currency for international e-commerce
Key outcome
Payout remittances auto-name to StatementPeriod_Payout_Currency.pdf and organize by currency with 94%+ accuracy for international revenue tracking.
Group and name VAT documents by period and client for filings automatically
Key outcome
VAT documents auto-group to Client_VAT_YYYY-QX_Prepared.pdf with 96%+ accuracy, ready for filing.
Organize progress billing draw applications for construction projects
Key outcome
Progress billing auto-name to Project_Billing_Period_Progress_App_DocNumber.pdf and organize by project with 95%+ accuracy for payment processing.
Organize PSP fee invoices for payment processor cost analysis
Key outcome
PSP fee invoices auto-name to Vendor_StatementPeriod_Fees_Currency.pdf and organize by vendor with 95%+ accuracy for cost analysis.
Rename QuickBooks invoices automatically by customer, date, and invoice number
Key outcome
QuickBooks invoices auto-rename to YYYY-MM-DD_Customer_INV1234_Amount.pdf with 96%+ accuracy, ready for import and client distribution.
Organize refund receipts to customers for e-commerce returns
Key outcome
Refund receipts auto-name to Date_OrderID_Amount_Currency.pdf and organize by channel with 95%+ accuracy for refund tracking.
Organize refunds to alternate payment instruments for e-commerce
Key outcome
Alternate refunds auto-name to OrderID_ManualRefund_Amount.pdf and organize by method with 95%+ accuracy for reconciliation.
Rename accounting invoices by vendor, date, and client automatically
Key outcome
Invoices, receipts, and statements auto-rename to YYYY-MM-DD_Vendor_InvoiceNumber_Amount.pdf with 95%+ accuracy, ready to hand off to accounting software.
Set up client folder trees and naming rules for new clients automatically
Key outcome
Client folders auto-create with standardized subfolders and naming rules, ready for immediate use.
Standardize expense receipts by cardholder, vendor, and total automatically
Key outcome
Receipts auto-rename to YYYY-MM-DD_Employee_Vendor_Amount.pdf with 95%+ accuracy, so finance can audit reimbursements in a single view.
Legal & Compliance
Standardize contracts, statements, and legal document naming
Organize crossborder customs documents for international e-commerce
Key outcome
Customs docs auto-name to Carrier_TrackingNumber_Country_Customs.pdf and organize by carrier with 96%+ accuracy for compliance.
Organize marketplace tax calculation reports for e-commerce
Key outcome
Tax reports auto-name to Marketplace_StatementPeriod_TaxReport.pdf and organize by marketplace with 96%+ accuracy for compliance.
Organize audit evidence binders by section and reference for compliance
Key outcome
Audit evidence auto-names to Section_Reference_EvidenceDate_Description.pdf with 97%+ accuracy, ready for audit examination.
Embed docket numbers and parties in court filing filenames automatically
Key outcome
Court filings auto-name to DOCKET_Party_DocType_YYYY-MM-DD.pdf with 95%+ accuracy, ready for binder assembly.
Organize social contributions and health insurance documents for payroll compliance
Key outcome
Social contribution docs auto-name to Period_Insurer_ContributionType.pdf with 96%+ accuracy, ready for regulatory compliance.
Organize vendor diligence documents by vendor and document type automatically
Key outcome
Vendor docs auto-name to Vendor_DocType_YYYY-MM-DD_Status.pdf with 95%+ accuracy, ready for audit review.
Prepare litigation case files with matter code and document type automatically
Key outcome
Litigation docs auto-rename to MATTER-DOC-TYPE_YYYY-MM-DD_Counterparty.pdf and drop into Ready folders ready for review.
Route NDAs to workspaces and embed renewal dates in filenames automatically
Key outcome
NDAs auto-route to MATTER_NDA_Counterparty_YYYY-MM-DD-Renewal.pdf with 94%+ accuracy, ready for renewal tracking.
Rename legal contracts by matter code and counterparty automatically
Key outcome
Contracts and discovery PDFs auto-rename to MATTER-COUNTERPARTY-DOC-TYPE_DATE.pdf so every folder stays audit ready.
Sync mortgage disclosures and closing docs automatically by borrower and milestone
Key outcome
Mortgage docs rename to Borrower-Property-Milestone_YYYY-MM-DD.pdf with 95% accuracy and sync to milestone folders automatically.
Operations & Business
Streamline business documents, reports, and operational files
Organize chargeback evidence bundles for e-commerce dispute response
Key outcome
Evidence bundles auto-name to OrderID_Evidence_Bundle.pdf and organize by order with 97%+ accuracy for dispute response.
Organize chargeback notifications for e-commerce dispute management
Key outcome
Chargeback notifications auto-name to Processor_OrderID_Date_Chargeback.pdf and organize by processor with 96%+ accuracy for dispute management.
Organize credit notes issued for e-commerce returns
Key outcome
Credit notes auto-name to CN-CreditNoteNumber_OrderID_Date.pdf and organize by channel with 96%+ accuracy for returns management.
Organize exchanges with price differences for e-commerce
Key outcome
Exchange docs auto-name to OrderID_Exchange_Diff_Amount.pdf and organize by order with 95%+ accuracy for reconciliation.
Organize gift card sales and redemptions for e-commerce
Key outcome
Gift card reports auto-name to Period_GiftCard_Summary.pdf and organize by period with 94%+ accuracy for revenue tracking.
Organize expense reports by employee and period for reimbursement workflow
Key outcome
Expense reports auto-name to Employee_Period_Submitter_Approved.pdf with 96%+ accuracy, ready for reimbursement.
Organize POS Z-reports and daily cash reconciliations for retail operations
Key outcome
POS reports auto-name to Location_Date_Z-Report-Sequence_Cash-Amount.pdf with 94%+ accuracy, ready for reconciliation.
Organize order confirmations from e-commerce storefronts
Key outcome
Order confirmations auto-name to OrderID_Customer_Date.pdf and organize by channel with 97%+ accuracy for order management.
Embed docket numbers and parties in court filing filenames automatically
Key outcome
Court filings auto-name to DOCKET_Party_DocType_YYYY-MM-DD.pdf with 95%+ accuracy, ready for binder assembly.
Organize commercial loan packages by borrower and facility automatically
Key outcome
Loan packages rename to YYYY-MM-DD_LoanPackage_Borrower_Facility.pdf so every team can find the right documents instantly.
Organize packing slips and delivery notes by vendor and shipment date
Key outcome
Packing slips auto-name to Date_DO-DocNumber_Vendor.pdf with 95%+ accuracy, ready for goods receipt and inventory tracking.
Organize payroll PDFs by employee name and period for secure sharing
Key outcome
Payroll PDFs auto-name to EmployeeName_PeriodEnd_YYYY-MM-DD.pdf with 96%+ accuracy, ready for secure distribution.
Organize payment service provider refunds by customer and date
Key outcome
PSP refunds auto-name to Customer_Date_Amount_RefundReceipt.pdf with 96%+ accuracy, ready for revenue reconciliation.
Organize payment service provider settlement reports automatically
Key outcome
PSP settlements auto-name to StatementPeriod_Settlement_Currency.pdf with 94%+ accuracy, ready for payment reconciliation.
Organize social contributions and health insurance documents for payroll compliance
Key outcome
Social contribution docs auto-name to Period_Insurer_ContributionType.pdf with 96%+ accuracy, ready for regulatory compliance.
Organize supplier invoices by vendor, date, and amount for dispute tracking
Key outcome
Supplier invoices auto-name to Vendor_YYYY-MM-DD_Amount_Status.pdf with 94%+ accuracy, ready for dispute resolution.
Organize vendor diligence documents by vendor and document type automatically
Key outcome
Vendor docs auto-name to Vendor_DocType_YYYY-MM-DD_Status.pdf with 95%+ accuracy, ready for audit review.
Group and name VAT documents by period and client for filings automatically
Key outcome
VAT documents auto-group to Client_VAT_YYYY-QX_Prepared.pdf with 96%+ accuracy, ready for filing.
Route NDAs to workspaces and embed renewal dates in filenames automatically
Key outcome
NDAs auto-route to MATTER_NDA_Counterparty_YYYY-MM-DD-Renewal.pdf with 94%+ accuracy, ready for renewal tracking.
Rename legal contracts by matter code and counterparty automatically
Key outcome
Contracts and discovery PDFs auto-rename to MATTER-COUNTERPARTY-DOC-TYPE_DATE.pdf so every folder stays audit ready.
Organize returns received RMAs for e-commerce operations
Key outcome
Received RMAs auto-name to RMAID_OrderID_Received_Date.pdf and organize by RMA ID with 96%+ accuracy for returns management.
Organize RMA shipping labels for e-commerce returns
Key outcome
RMA labels auto-name to RMAID_Label_Carrier_Date.pdf and organize by RMA ID with 97%+ accuracy for returns logistics.
Organize shipping labels with tracking numbers for e-commerce fulfillment
Key outcome
Shipping labels auto-name to TrackingNumber_OrderID.pdf and organize by carrier with 98%+ accuracy for logistics management.
Standardize expense receipts by cardholder, vendor, and total automatically
Key outcome
Receipts auto-rename to YYYY-MM-DD_Employee_Vendor_Amount.pdf with 95%+ accuracy, so finance can audit reimbursements in a single view.
Sync mortgage disclosures and closing docs automatically by borrower and milestone
Key outcome
Mortgage docs rename to Borrower-Property-Milestone_YYYY-MM-DD.pdf with 95% accuracy and sync to milestone folders automatically.
Track warranty documents by product and expiry date for replacement management
Key outcome
Warranty docs auto-name to Product_ExpiryDate_Status.pdf with 93%+ accuracy, ready for replacement tracking.
Research & Knowledge
Organize research papers, documents, and knowledge assets
Organize FOIA responses by request ID, agency, and date for story tracking
Key outcome
FOIA responses auto-name to FOIA_RequestID_Agency_Date.pdf with 92%+ accuracy, ready for story development.
Organize permits by jurisdiction and permit number for inspection management
Key outcome
Permits auto-name to Jurisdiction_PermitNumber_IssueDate.pdf with 94%+ accuracy, ready for inspections.
Organize PR briefs by client and embargo date for coverage scheduling
Key outcome
PR briefs auto-name to Client_EmbargoDate_BriefType.pdf with 93%+ accuracy, ready for scheduling.
Organize research PDFs by title, author, and year automatically
Key outcome
Research PDFs rename to YEAR_Author_ShortTitle.pdf, ready for citation managers and knowledge bases.
Organize transcript PDFs by guest and episode for editing workflow
Key outcome
Transcripts auto-name to GuestName_EpisodeDate_EpisodeTitle.pdf with 94%+ accuracy, ready for editing.
Track plan revisions by project code, sheet, and revision for change management
Key outcome
Plan revisions auto-name to ProjectCode_Sheet_RevDate_Revision.pdf with 95%+ accuracy, ready for change tracking.
35+
Proven use cases
96.2%
Average accuracy
31.5k
Docs processed monthly
< 5 min
Typical setup time
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
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