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96% accuracy • Instant processing
For controllers & financial reporting teams

Organize year-end close packs by workpaper reference and document typeautomatically

Archive year-end close documents with clear workpaper references, document types, and dates for financial reporting and audit preparation.

Under 3 minutes
First rename
96% accuracy
With confidence preview
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.
Start free — 50 credits

No credit card • Rename in under 3 minutes

Extracting fieldsConfidence: 0.96

sample.pdf

Waiting for rename…

AI Rename

Date

2024-10-14

Tax Packet #

123-4567890-123

Issuer

Tax Return

Knowing where your files landReady folder
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.
Organize annual financials use caseOrganize audit evidence use caseDropbox integrationPricing
Financial close automation

Organize year-end close packs for efficient financial reporting and audit preparation.

  • Connect close process folders or financial reporting systems.
  • AI extracts workpaper references, document types, and preparation dates.
  • Organize by workpaper section and type for systematic close management.

Proof: 1.9k year-end close documents organized last period at 96.7% average confidence.

Before → after filenames

No more download.pdf. Every document follows your naming convention automatically.

Before

client_return.pdf

After

2024_TaxReturn_Hamilton-LLC_1120S.pdf

Example naming rule

Rename to 2024-10-14_tax-return_123-456789

Vendor: Tax Return
Document #: 123-456789
Date: 2024-10-14
Accuracy: 96%%

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.

How it works

Year-end close docs auto-name to WorkpaperRef_DocType_Date_Description.pdf with 96%+ accuracy, ready for financial close.

  • Connect close process folders or financial reporting systems.
  • AI extracts workpaper references, document types, and preparation dates.
  • Organize by workpaper section and type for systematic close management.

FAQ

Can I handle both month-end and year-end close?

Yes. Processes close documents for any period with automatic period detection.

How do I track workpaper status?

Organizes by workpaper reference with clear status indicators for close tracking.

Will it work with different ERP systems?

Handles exports from major ERP systems including SAP, Oracle, and NetSuite.

Make it part of your workflow

Connect integrations, use full-text extraction, or call the API for posts processing.

Supported in:

tax-packet

Resources

Organize annual financials use caseOrganize audit evidence use caseDropbox integrationPricing
Explore the API docs

Ready to rename your documents automatically?

Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.

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