Rename invoice PDFs by date, vendor and amount, with a CSV index
Invoices and receipts arrive with names that say nothing. Renaming them by date, vendor and amount makes them easy to find at tax time and easy to hand to your accountant.
What it does
Drop many invoice or receipt PDFs at once. kami reads each one for the date, the issuer's company name and the total, and names the file from them. You check the results in a table; editing a cell renames the file straight away. A CSV index that opens in Excel comes with the files.
Only the names change; the contents of every PDF stay exactly as they were. Nothing is uploaded.
Steps
- Open Rename invoices and drop your invoice PDFs.
- Keep the file name pattern, date_issuer_amount, or change it. {date}, {party}, {amount} and {original} are replaced.
- If some invoices are scans, choose "Read them with text recognition (OCR, slower)" under Scanned invoices.
- Press Run. Check the table: highlighted cells were guessed or not found, so look at those first.
- Download the renamed files and the CSV together as a ZIP.
How values are read
- Dates such as September 13, 2026, 13 Sep 2026, 2026-09-13 and 09/13/2026 are read; on the English site, numeric dates are read month first. A date like 03/04/2026, which could be read either way, is highlighted.
- The total is taken next to words such as Total, Amount due or Balance due. Cents are left out of the file name.
- Reading is never 100% accurate, especially on unusual layouts. Always check the table.
- One run takes up to 200 files and 500 MB.
Questions and answers
Are my invoices uploaded?
No. Reading and renaming happen in your browser.
Is this tax or bookkeeping advice?
No. It names files consistently. Ask your accountant how your records should be kept.
Is this a Pro feature?
Yes. You can try it once for free, then with a 7-day pass or a lifetime key.
Last updated: 2026-09-14