Rename invoices
Name invoice PDFs by date, issuer and amount automatically, check the table, download with a CSV index.
Date, company and amount are guessed from the document's text and can be wrong. Check and correct the table before downloading; highlighted cells need a closer look.
Your files are never sent anywhere.
How to use it
- Drop your invoice or receipt PDFs, as many as you like.
- Keep the file name pattern (date_issuer_amount to start with) or change it, then press Run.
- Check and correct the table, then download the renamed files and the CSV index as a ZIP.
Read the guide: Rename invoice PDFs by date, vendor and amount, with a CSV index
Questions and answers
How does it find the date and amount?
It reads the text of the first pages, looks for words such as invoice date, total and amount due, and picks the issuer's company name. Scanned invoices are read with text recognition (OCR) on your device.
What if a value is wrong?
Every date, issuer and amount can be corrected in the table; the file names update as you type.
Are the PDFs changed?
No. Only the names change; the contents of every file stay exactly as they were.
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