treasury teams & payment processors
Stop manually organizing bank transfer confirmations across multiple accounts.
Archive wire transfer and bank payment confirmations with clear dates, amounts, and beneficiary details for treasury and payment reconciliation.Bank transfers auto-name to Date_Amount_To_Beneficiary_Confirmation.pdf with 97%+ accuracy, ready for treasury 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 manually organizing bank transfer confirmations across multiple accounts.
Ensure transfer dates, amounts, and beneficiaries are visible for reconciliation. Maintain audit trails for treasury operations and payment verification.
The ideal state is simple: Bank transfers auto-name to Date_Amount_To_Beneficiary_Confirmation.pdf with 97%+ accuracy, ready for treasury 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.
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.
statement.pdf
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
Treasury automation
Organize bank transfer confirmations for efficient treasury and payment reconciliation.
- 1
Connect treasury operation folders or bank portal exports.
- 2
AI extracts transfer dates, amounts, beneficiaries, and reference numbers.
- 3
Organize by date and beneficiary for systematic treasury reconciliation.
1.6k bank transfer confirmations organized last month at 97.2% average confidence.
Why teams adopt this workflow
Payment reconciliation
Organize transfers chronologically for matching against payment requests and bank statements.
Beneficiary tracking
Group by beneficiary for vendor payment analysis and treasury forecasting.
Audit compliance
Maintain complete audit trails for SOX compliance and regulatory reporting.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.