finance teams & payment operations
Stop manually organizing refund receipts across multiple payment processors.
Archive refund receipts from Stripe, PayPal, and other PSPs with clear customer names, dates, and amounts for revenue reconciliation.PSP refunds auto-name to Customer_Date_Amount_RefundReceipt.pdf with 96%+ accuracy, ready for revenue 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 refund receipts across multiple payment processors.
Ensure customer details and refund amounts are visible for revenue tracking. Maintain audit trails for refund processing and chargeback management.
The ideal state is simple: PSP refunds auto-name to Customer_Date_Amount_RefundReceipt.pdf with 96%+ accuracy, ready for revenue 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.
98%
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.
invoice.pdf
2024-10-15_Stripe_Invoice_INV-1234_AcmeCorp.pdf
Typical folder today
client-files/ misc/ invoice.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2024-10-15_Stripe_Invoice_INV-1234_AcmeCorp.pdf
Refund automation
Organize PSP refund receipts for accurate revenue reconciliation and customer service.
- 1
Connect PSP refund folders or customer service portals.
- 2
AI extracts customer names, refund dates, amounts, and PSP details.
- 3
Organize by customer and date for systematic refund tracking and reconciliation.
1.1k PSP refund receipts organized last month at 96.8% average confidence.
Why teams adopt this workflow
Revenue impact tracking
Monitor refund amounts by customer for revenue forecasting and customer analysis.
Customer service integration
Link refunds to customer records for improved customer service and retention.
Chargeback prevention
Track refund patterns to identify potential chargeback risks and customer issues.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.