controllers & financial reporting teams
Stop manually organizing year-end close documents across multiple workpapers.
Archive year-end close documents with clear workpaper references, document types, and dates for financial reporting and audit preparation.Year-end close docs auto-name to WorkpaperRef_DocType_Date_Description.pdf with 96%+ accuracy, ready for financial close.
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 year-end close documents across multiple workpapers.
Ensure workpaper references and document types are visible for close processes. Maintain organized packs for financial statement preparation and audits.
The ideal state is simple: Year-end close docs auto-name to WorkpaperRef_DocType_Date_Description.pdf with 96%+ accuracy, ready for financial close.
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 close automation
Organize year-end close packs for efficient financial reporting and audit preparation.
- 1
Connect close process folders or financial reporting systems.
- 2
AI extracts workpaper references, document types, and preparation dates.
- 3
Organize by workpaper section and type for systematic close management.
1.9k year-end close documents organized last period at 96.7% average confidence.
Why teams adopt this workflow
Close process efficiency
Organize workpapers by section for streamlined month-end and year-end close processes.
Audit preparation
Structure close packs for external auditor review and regulatory examination.
Financial reporting
Link supporting documentation to financial statements and disclosures.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.