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96% accuracy • Instant processing
For CFOs & financial reporting teams

Organize annual financial statements and audit reports for complianceautomatically

Archive annual financial statements, audit reports, and Jahresabschluss documents with clear years and versions for regulatory compliance.

Under 3 minutes
First rename
96% accuracy
With confidence preview
Stop manually organizing annual financial statements across multiple years.
Ensure statement versions and approval dates are visible for compliance.
Maintain audit trails for financial reporting and regulatory submissions.
Start free — 50 credits

No credit card • Rename in under 3 minutes

Extracting fieldsConfidence: 0.96

sample.pdf

Waiting for rename…

AI Rename

Date

2024-10-14

Tax Packet #

123-4567890-123

Issuer

Tax Return

Knowing where your files landReady folder
Stop manually organizing annual financial statements across multiple years.
Ensure statement versions and approval dates are visible for compliance.
Maintain audit trails for financial reporting and regulatory submissions.
Organize audit evidence use caseOrganize year-end close use caseDropbox integrationPricing
Financial reporting automation

Organize annual financial statements for regulatory compliance and audit readiness.

  • Connect financial reporting folders or audit deliverable locations.
  • AI extracts statement years, versions, and approval dates.
  • Organize by year and version for systematic regulatory compliance management.

Proof: 756 annual financial statement packs organized last quarter at 98.1% average confidence.

Before → after filenames

No more download.pdf. Every document follows your naming convention automatically.

Before

client_return.pdf

After

2024_TaxReturn_Hamilton-LLC_1120S.pdf

Example naming rule

Rename to 2024-10-14_tax-return_123-456789

Vendor: Tax Return
Document #: 123-456789
Date: 2024-10-14
Accuracy: 96%%

Why teams adopt this workflow

Regulatory compliance: Organize statements by year and version for systematic regulatory filing and audit trails.

Version control: Track statement versions and revisions for approval workflows and change management.

Multi-entity support: Handle consolidated and entity-specific statements for complex organizational structures.

How it works

Annual financials auto-name to Client_Jahresabschluss_Year_Version.pdf with 98%+ accuracy, ready for regulatory filing.

  • Connect financial reporting folders or audit deliverable locations.
  • AI extracts statement years, versions, and approval dates.
  • Organize by year and version for systematic regulatory compliance management.

FAQ

Can I handle multi-entity consolidations?

Yes. Processes consolidated statements and organizes by entity for complex group reporting.

How do I track statement versions?

Extracts version numbers and dates, organizing chronologically for approval tracking.

Will it handle international reporting?

Processes statements in any language with automatic year and version extraction.

Make it part of your workflow

Connect integrations, use full-text extraction, or call the API for posts processing.

Supported in:

tax-packet

Resources

Organize audit evidence use caseOrganize year-end close use caseDropbox integrationPricing
Explore the API docs

Ready to rename your documents automatically?

Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.

Start freeView pricing