Upload a folder of client invoices, receipts, and statements. Refyle reads each document — extracting vendor, date, amount, and category — and renames everything to your exact naming convention.
Every client has their own system. Some scan everything to 'image001.jpg'. Others forward email attachments named 'Receipt.pdf'. You spend the first hour of every engagement just making sense of what you received.
When naming is inconsistent, things get missed. Files get filed twice. Receipts don't match line items. Consistent naming isn't just organization — it's risk management.
Renaming 200 receipts before you can start bookkeeping isn't valuable work — it's overhead. Every hour you spend on it is an hour you're not billing for.
Set up your vendor categories and client shortcuts. Refyle reads every document and applies your exact format — vendor name, document type, date, and amount — across every file.
Drop in a month's worth of client invoices, receipts, and statements — all at once.
Refyle reads each document and pulls vendor name, document type, date, and amount from the content.
Get a ZIP of every file renamed to your exact convention — ready to import into your accounting workflow.
The Finance profile extracts vendor name, document type, date, and amount from every invoice and receipt. Output follows the format: 'Vendor - Doc Type - Date - Amount'.
Set up shortcodes for your clients and vendors. Refyle normalizes vendor names to your preferred format every time — no more 'Adobe Inc.', 'Adobe Systems', and 'Adobe' in the same folder.
Upload a month's worth of receipts for one client, or mix multiple clients in a single batch. Refyle handles both, keeping every file labeled correctly.
Reclaim the hours you spend on file organization. Start with 50 free files — no credit card required.
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