bookkeepers & accounting teams

Stop manually renaming exported bank statements with account details.

When you export bank statements, get files named with IBAN, date range, and client so you can audit and share without confusion.Bank statements auto-name to IBAN_YYYY-MM-DD_YYYY-MM-DD_Client.pdf with 97%+ accuracy, ready for audit trails.

No credit card required

Works with Dropbox, Google Drive (coming soon). Originals stay in place — Safe-Rename keeps your existing folder structure.

Extracting fields97% confidence

sample.pdf

Processing…

Date
2024-10-01
Statement #
123-4567890-123
Issuer
Chase

Make this workflow boring instead of stressful

Stop manually renaming exported bank statements with account details.

Ensure IBAN, date range, and client are clearly visible in filenames. Share audit-ready statements without confusion or errors.

The ideal state is simple: Bank statements auto-name to IBAN_YYYY-MM-DD_YYYY-MM-DD_Client.pdf with 97%+ accuracy, ready for audit trails.

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.

97%

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.

Before

statement.pdf

After

2024-10-01_Chase_Statement_Checking_September-2024.pdf

Typical folder today

client-files/
 misc/
 statement.pdf
 document (2).pdf

After rolling out this workflow

client-files/
 Ready/
 2024-10-01_Chase_Statement_Checking_September-2024.pdf

Statement automation

Export audit-ready bank statement filenames instantly.

  1. 1

    Connect bank export folders or watch for statement downloads.

  2. 2

    AI extracts IBAN, date range, and client from statement metadata.

  3. 3

    Approve confidence-scored filenames before filing to audit folders.

2.1k bank statements processed last quarter at 97.3% average confidence.

Why teams adopt this workflow

Multi-bank support

Handle statements from major banks with IBAN and account number extraction.

Date range precision

Capture exact statement periods for accurate period-end reconciliation.

Audit trail ready

Maintain processing logs for compliance and audit requirements.

Frequently asked

Ready to automate your renaming?

Connect Dropbox or Google Drive. 50 free renames to start.