PDF renaming for tax advisors and accounting firms

Tax firms receive hundreds of receipts per week as PDFs. Filery reads the content and suggests filenames with client, document type and period—locally and GDPR-compliant.

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Before & After

Beleg_0047.pdf 2024-Q1_Mandant-Schmidt_EStE_Beleg.pdf

The document flood in tax offices

Incoming invoices, bank statements, tax assessments and payroll documents often arrive under meaningless names. Manual renaming costs several hours per week—time better spent advising clients.

Automatic assignment by client and document type

Filery detects relevant fields in PDF text: tax ID, client name, document date, document type. Define your naming pattern once; the AI fills in the fields for every new document automatically.

Works with accounting software

Renamed files import smoothly into your tax or accounting software. Consistent filenames simplify assignment to journal entries and reduce follow-up queries with clients.

Privacy and professional secrecy

Filery runs as a desktop application. Client data never leaves your machine unencrypted. AI analysis uses encrypted connections to established providers under data processing agreements.

FAQ

Absolutely—with limited staff, automated naming saves disproportionate time. The free Starter plan covers many solo practices.

Configuration is stored per installation. Each workstation can define its own patterns or share a common template.

For poor scan quality, optional OCR can be enabled. Filery flags files where recognition was uncertain so you can review them manually.

Related topics

Standardize PDF filenames at a law firm
PDF renaming for property management companies
PDF renaming for insurance brokers

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Choose your platform and start with automatic document renaming

macOS

Universal (Apple Silicon & Intel)

Download (DMG)

Windows

Windows 10 & 11

Download (EXE)

Linux

Ubuntu, Debian & more

Linux version coming in the next few weeks

System requirements: macOS 10.14+, Windows 10/11

All downloads are transmitted securely via HTTPS.