For recurring client work

Invoice PDF renaming for bookkeepers

Turn messy client invoice downloads into consistent filenames while each file and its extracted text stay on your device.

See a real batch go from upload to renamed copies in 54 seconds.

Client invoice folders rarely arrive ready to file

Invoices come from several vendors with inconsistent download names. Before filing or reconciliation, someone still has to identify each document and make the folder understandable.

InvoiceFiler handles that focused renaming step. It does not replace bookkeeping software or make accounting decisions.

A simple monthly invoice workflow

Keep each client batch reviewable and preserve the source folder.

  1. Collect text-based invoice PDFs

    Work from a client, month, or filing folder with supported documents.

  2. Process one batch

    Free handles up to 5 PDFs, while Pro supports up to 200.

  3. Review the extracted fields

    Check vendor, invoice date, and invoice number for every file.

  4. Export clean copies

    Download approved filenames individually or use Pro ZIP export.

  5. Preserve the source folder

    Keep every original PDF unchanged for your records.

Why consistent filenames help

Good names do not perform the bookkeeping. They make the document set easier to navigate before and after that work.

Scan folders faster

See the vendor, date, and invoice reference without opening every PDF.

Sort chronologically

Use a date-first naming pattern when month and year order matter most.

Find vendors quickly

Use a vendor-first pattern to group invoices from the same supplier.

Hand off clearer folders

Give clients or colleagues files with one consistent convention.

Maintain predictable archives

Apply the same supported fields across recurring monthly batches.

Privacy by default

Your invoice content stays on your device.

InvoiceFiler parses PDFs, extracts text, and creates proposed filenames in your browser. PDF bytes and extracted text are not sent to InvoiceFiler servers or analytics.

Original files are never overwritten, moved, or deleted. License-related metadata may reach the backend when Pro is activated.

No invoice text, filename, vendor name, or invoice identifier is included in analytics events.

Free to try. Pro for recurring batches.

Test the complete review workflow with up to five PDFs in one batch.

Free

$0

Up to 5 PDFs per batch, filename review, and individual downloads.

Pro

$59 one-time payment

Up to 200 PDFs per batch, custom patterns, ZIP and CSV export, saved profiles, and two personal work devices.

Compare Free and Pro

Frequently asked questions

Is InvoiceFiler bookkeeping software?

No. InvoiceFiler renames text-based invoice PDFs. It does not perform accounting, reconciliation, categorization, approvals, or bookkeeping entries.

Can I use it for several client folders?

Yes. Process one client folder or batch at a time, review the proposed names, and download copies into the destination you choose.

Does it connect to QuickBooks or Xero?

No. The current version has no QuickBooks, Xero, cloud storage, or accounting integrations.

Are client invoices uploaded?

No. PDF bytes and extracted text stay in the browser. License-related metadata may reach the backend when Pro is activated.

What kinds of invoice PDFs are supported?

InvoiceFiler supports text-based invoice PDFs in current desktop versions of Chrome and Edge. Scanned and image-only PDFs are not supported.

Can I use Pro on more than one work device?

Pro supports two personal work devices.

Make the next client invoice folder easier to scan.

Start with five text-based invoice PDFs. No account is required.

Try 5 invoices free