Rename bank statements as PDF

Multiple accounts at a glance

Anyone with business and personal accounts at different banks quickly loses track. A clear naming pattern with bank and period creates order.

Bank statements need to be quickly findable for tax returns. Consistent filenames save your accountant and you valuable time.

Statements arrive monthly. Set up your naming pattern once and rename in seconds every month.

Filery detects numbers and patterns from PDF text. IBAN and account numbers are recognized when present as text.

Through the naming pattern, you can place the date prominently at the beginning—the file system then sorts chronologically automatically.

Choose your platform and start with automatic document renaming

Universal (Apple Silicon & Intel)

Windows 10 & 11

Ubuntu, Debian & more

Linux version coming in the next few weeks

System requirements: macOS 10.14+, Windows 10/11

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