Who this helps
admins, accountants, finance teams, and individuals organizing bank, card, and account statements.
NameBatchAI workflow
Rename PDF statements by date, account, and institution.
Rename PDF statements with account, month, year, institution, and document type context.
Naming rules
- Use statement type
- Add month and year
- Use safe account labels
- Avoid full sensitive numbers
Filename examples
- statement.pdf -> statement-checking-2026-07-bank-001.pdf
- download (4).pdf -> statement-card-2026-07-visa-002.pdf
Workflow
- Upload statement PDFs.
- Choose archive style.
- Add account label, month, and institution.
- Download organized statement files.
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 supportCan I include account names?
Yes. Add safe account labels, month, year, and institution in the instruction field.
Should I include full account numbers?
No. Avoid sensitive account numbers in filenames unless your internal policy requires it.