CFOs & financial reporting teams
Stop manually organizing annual financial statements across multiple years.
Archive annual financial statements, audit reports, and Jahresabschluss documents with clear years and versions for regulatory compliance.Annual financials auto-name to Client_Jahresabschluss_Year_Version.pdf with 98%+ accuracy, ready for regulatory filing.
Works with Dropbox, Google Drive, ShareFile. Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
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.
The ideal state is simple: Annual financials auto-name to Client_Jahresabschluss_Year_Version.pdf with 98%+ accuracy, ready for regulatory filing.
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.
client_return.pdf
2024_TaxReturn_Hamilton-LLC_1120S.pdf
Typical folder today
client-files/ misc/ client_return.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2024_TaxReturn_Hamilton-LLC_1120S.pdf
Financial reporting automation
Organize annual financial statements for regulatory compliance and audit readiness.
- 1
Connect financial reporting folders or audit deliverable locations.
- 2
AI extracts statement years, versions, and approval dates.
- 3
Organize by year and version for systematic regulatory compliance management.
756 annual financial statement packs organized last quarter at 98.1% average confidence.
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.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.