accounting teams & finance controllers
Stop losing track of credit notes in AR/AP reconciliation.
Track credit notes with customer/vendor context so you can maintain accurate receivable/payable balances.Credit notes auto-name to CN-Number_Customer_Vendor_Date_Amount.pdf with 95%+ accuracy, ready for reconciliation.
Works with Dropbox, Google Drive (coming soon). Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
Stop losing track of credit notes in AR/AP reconciliation.
Ensure credit note amounts and reasons are visible for accurate accounting. Match credit notes to original invoices without manual searching.
The ideal state is simple: Credit notes auto-name to CN-Number_Customer_Vendor_Date_Amount.pdf with 95%+ accuracy, ready for reconciliation.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
96%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Typical folder today
client-files/ misc/ receipt.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Credit automation
Organize credit notes for accurate AR/AP reconciliation and audit trails.
- 1
Connect credit note folders or ERP credit memo exports.
- 2
AI extracts credit note numbers, parties, amounts, and reasons.
- 3
Organize by type (issued/received) for reconciliation workflow.
1.8k credit notes processed last month at 95.7% average confidence.
Why teams adopt this workflow
Reconciliation ready
Match credit notes to original invoices for accurate AR/AP balance maintenance.
Reason tracking
Capture credit reasons (returns, discounts, errors) for financial analysis.
Audit compliance
Maintain complete credit note trails for audit and compliance requirements.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.