Organize bank statements by IBAN, date range, and client automaticallyautomatically
When you export bank statements, get files named with IBAN, date range, and client so you can audit and share without confusion.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-01
Statement #
123-4567890-123
Issuer
Chase
Export audit-ready bank statement filenames instantly.
- Connect bank export folders or watch for statement downloads.
- AI extracts IBAN, date range, and client from statement metadata.
- Approve confidence-scored filenames before filing to audit folders.
Proof: 2.1k bank statements processed last quarter at 97.3% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
statement.pdf
2024-10-01_Chase_Statement_Checking_September-2024.pdf
Example naming rule
Rename to 2024-10-01_chase_123-456789
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.
How it works
Bank statements auto-name to IBAN_YYYY-MM-DD_YYYY-MM-DD_Client.pdf with 97%+ accuracy, ready for audit trails.
- Connect bank export folders or watch for statement downloads.
- AI extracts IBAN, date range, and client from statement metadata.
- Approve confidence-scored filenames before filing to audit folders.
FAQ
Can I handle statements from multiple bank accounts?
Yes. Extract IBAN and account details from each statement automatically, even when mixed in the same folder.
Will it work with PDF and CSV statement exports?
Both formats supported. We extract account details from PDF metadata or CSV headers.
How do I share organized statements with auditors?
Use organized Ready folders synced to your drive. Statements maintain IBAN and date visibility for easy audit reference.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.