Who this helps
bookkeepers, founders, assistants, and families organizing bank statements and payment exports.
NameBatchAI workflow
Rename bookkeeping bank statements with safer labels.
Rename bookkeeping bank statements with account-safe labels for institution, month, document type, year, and sequence.
Naming rules
- Use month and year
- Label institution or account type safely
- Separate statement and export files
- Avoid full account numbers
Filename examples
- statement.pdf -> bookkeeping-bank-checking-2026-06-statement.pdf
- export.csv -> bookkeeping-stripe-payouts-2026-06-export.csv
Workflow
- Upload statements and exports.
- Choose archive style.
- Add month, provider, account type, and document rules.
- Review privacy before downloading copies.
How it works
Upload a batch, choose the closest naming style, add a short instruction, review the AI suggestions, then download a renamed ZIP. Start with 10 files free; buy the $9 batch pass only after the preview shows that the naming pattern is useful for the full folder.
When the $9 batch pass makes sense
Use the paid pass when the free sample already saves review time, the folder has more than 10 files, and you need consistent renamed copies before upload, archive, or client handoff. Files stay in your browser, and every suggested filename should be reviewed before downloading the ZIP.
Payment and support
Paid batch passes are delivered by email after PayPal checkout. If a receipt or pass code needs review, the support form keeps the request attached to your order details.
Open supportIs this bookkeeping or financial advice?
No. It only helps organize filenames; review categories and records with your bookkeeping process.
Should I include account numbers?
Avoid full account numbers in filenames. Use safe labels such as checking, savings, card, or provider name.