Auto-rename bank statements as PDF

Monthly bank statements from different banks accumulate quickly. Filery detects bank name, period and statement number to create consistent filenames.

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Before & After

Kontoauszug_Maerz.pdf 2024-03_Sparkasse-Essen_Kontoauszug_Nr-47.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.

Prepare tax returns

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

Automatic and regular

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

FAQ

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.

Related topics

Batch rename PDF invoices
Organize and rename contract PDFs
Rename documents after scanning

Download Now

Choose your platform and start with automatic document renaming

macOS

Universal (Apple Silicon & Intel)

Download (DMG)

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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