Rename accounting invoices by vendor, date, and client automaticallyautomatically
Drop PDF invoices into a watched folder and let AI extract vendor, invoice number, amount, and date before applying a consistent naming rule.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Rename invoices automatically with 95%+ accuracy.
- Connect Dropbox or Drive and watch your client folders.
- AI extracts vendor, invoice number, amount, and date automatically.
- Approve filenames with confidence scores before they roll out to the team.
Proof: 8.9k accounting documents renamed last month at 96% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Invoice automation: Standardize naming for invoices, receipts, and statements. Supports 20+ templates.
Confidence preview: Approve or edit the rename before apply, complete with an accuracy score.
Audit-ready: Every rename is logged with before/after filenames for compliance review.
How it works
Invoices, receipts, and statements auto-rename to YYYY-MM-DD_Vendor_InvoiceNumber_Amount.pdf with 95%+ accuracy, ready to hand off to accounting software.
- Connect Dropbox or Drive and watch your client folders.
- AI extracts vendor, invoice number, amount, and date automatically.
- Approve filenames with confidence scores before they roll out to the team.
FAQ
Can I customize the invoice filename pattern?
Yes. Start with the default vendor-date-number format, then add tokens for client codes, locations, or payment status. You preview changes before saving the rule.
Will it work with emailed invoices or scanned PDFs?
Absolutely. OCR handles scanned or native PDFs. Forward emails into a Drive or Dropbox watched folder and we parse the attachment automatically.
How do I sync these filenames into accounting software?
Use the Ready folder to import into QuickBooks, Xero, or NetSuite. Filenames include vendor, date, and amount so the match step takes seconds.
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.