Prepare PDF receipts for year-end closing

Before year-end closing, all receipts must be complete and findable. Filery helps give the entire fiscal year's PDF receipts meaningful filenames—retroactively or on an ongoing basis.

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Before & After

Beleg_Dezember.pdf 2024-12-31_Jahresabschluss_Bilanz_Steuerberater-Meier.pdf

Clean up the fiscal year

If you've saved receipts under generic names all year, you face a big task. Filery batch-processes hundreds of PDFs and brings order retroactively.

Collaboration with your accountant

When you hand over cleanly named receipts to your accountant, it saves both sides time and significantly reduces follow-up queries.

Audit-ready filing

For a potential tax audit, receipts must be quickly findable. Consistent filenames make filing audit-ready.

FAQ

Yes—select the folder with all receipts and Filery processes them in batch. The Starter plan's monthly document limit applies.

Ideally before, so your accountant already receives cleanly named documents.

Related topics

Prepare PDFs for DMS and ECM
Create GoBD-compliant PDF filenames automatically
Prepare PDFs for DATEV import

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macOS

Universal (Apple Silicon & Intel)

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Windows

Windows 10 & 11

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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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