Fix the file names.
Most offices have a downloads folder full of files called scan0047.pdf. Drop a few in here. You'll get a clear name and a folder for each one, and you decide what sticks.
Getting ready. The first visit takes a few seconds while this page downloads its reading tools.
Your files stay on your computer. This page reads them in your browser and sends nothing anywhere.
Five made-up documents, named the way scanners and downloads name things. One is a scan with no text in it, so the page has to read the picture.
- scan0047.pdf An invoice
- bill-oct.pdf An electric bill
- doc04112.pdf A 1099-NEC
- eStatement.pdf A bank statement
- IMG_0193.pdf A scanned receipt
Review the names
Nothing is renamed until you approve it. Click any detail under a name to see the words it came from, or to change it. Fields marked Check had nothing solid to go on.
| Original file | Suggested name | Folder | Type | Confidence | Approve |
|---|
tricitiesailab.com
How the names are built
Type
Headings and words that only certain documents use. An invoice says invoice number. A 1099-NEC says so at the top.
Date
A statement or bill date first, then an invoice date, then a date of service. Tax forms get the tax year. With no label, the first date on page one.
Who
A name under a label like From, Bill To, Payer or Employer. With no label, the biggest name at the top of the page.
Detail
An invoice number, the amount due, or the last four digits of an account as x1234. Full account numbers, Social Security numbers and EINs are blanked out everywhere on this page.
Each part is rated high, medium or low. High means it sat next to a label. Medium means it matched a pattern with no label. Low means it's a guess, and the page marks it so you look twice.
This demo uses general rules.
Built for a real office, it learns your folders, your client list and your naming rules, works inside the systems you already use, and a person still approves every file.
That's part of document intelligence, the work of making the files you already have easy to find and put to use.