Create GoBD-compliant PDF filenames automatically

German GoBD regulations require traceable documentation. Filery helps design PDF filenames that clearly reflect document type, date and assignment—supporting compliance in digital accounting.

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Before & After

Beleg47.pdf 2024-03-15_Lieferant-Telekom_Eingangsrechnung_RE-881234.pdf

What GoBD means for filenames

GoBD requires digital documents to be filed traceably and immutably. A meaningful filename with document type, date and business partner supports traceability.

Simplify process documentation

A unified naming scheme can be described in process documentation and makes the procedure transparent for tax auditors.

Works with accounting software

Whether DATEV, Lexware or sevDesk—consistent filenames simplify import and assignment to journal entries.

Local processing as an advantage

GoBD requires control over data processing. Filery as a desktop app gives you that control—documents don't leave your machine uncontrolled.

FAQ

Filery renames files meaningfully. GoBD compliance depends on your overall process—Filery supports it through traceable filenames.

Ideally not—that's why it's important to set up the naming pattern carefully once.

Typical: date, document type, business partner and document number. Filery can extract all these fields from PDF text.

Related topics

Prepare PDFs for DMS and ECM
Prepare PDFs for DATEV import
Prepare PDFs for SharePoint upload

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Choose your platform and start with automatic document renaming

macOS

Universal (Apple Silicon & Intel)

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Windows

Windows 10 & 11

Download (EXE)

We are currently working on official code signing for Windows. The download is already available – Windows Defender or SmartScreen may show a warning because the app is not yet certified. Choose “More info” → “Run anyway” to install.

System requirements: macOS 10.14+, Windows 10/11

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