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For Québec self-employed & bookkeepers

Rename your scanned receipts and statements

Point PDF Insight at a folder of scan0042.pdf and IMG_1187.jpg receipts. It reads each one and suggests a clear, consistent filename you can search and sort. It all runs on your own computer.

14-day free trial, no card Nothing leaves your machine French & English · macOS & Windows

The problem: filenames that tell you nothing

Scanners and phones name files for their own convenience: scan0042.pdf, IMG_1187.jpg, numerisation-7.pdf. A year of business receipts and bank statements becomes a folder where you cannot tell the Hydro-Québec bill from the gas receipt without opening each one.

When it is time to do the books, or hand a year of expenses to your accountant, that opacity costs real hours. Renaming a hundred files by hand is the kind of tedious work everyone postpones until the deadline makes it urgent and error-prone.

Before and after

From scanner gibberish to names you can read, search and sort.

Before
Receipts 2025/
  scan0042.pdf
  IMG_1187.jpg
  numerisation-7.pdf
  doc.pdf
  scan0043.pdf
  releve.pdf
  … 94 more files
After
Receipts 2025/
  2025-01-14 Hydro-Quebec facture.pdf
  2025-01-22 Esso essence recu.pdf
  2025-02-03 Bureau en Gros recu.pdf
  2025-02-28 Desjardins releve.pdf
  … consistent date vendor type

How PDF Insight renames, on your own machine

  1. Point it at the folder of receipts

    Drop in scanned PDFs, phone photos and bank statements as they are, French and English mixed.

  2. It reads each document locally

    On-device OCR reads the page, including faint thermal receipts and photos, and a local model works out the date, vendor and document type.

  3. It proposes names in your pattern

    Set your convention once, for example date vendor type, and it suggests a consistent name for every file. Anything it cannot read confidently is left untouched and flagged.

  4. You review, then apply

    Edit any suggested name, then apply the batch. Nothing is renamed until you confirm, and nothing was uploaded to read the files.

Receipts and statements stay on your computer

Receipts and statements carry amounts, account numbers and addresses. In the default local tier, PDF Insight reads the page and suggests names entirely on-device. There is no upload, no server, and no third-party copy of a financial document to breach.

Read how the local-first model works →

What this does, and what it doesn't

It does

  • Read scanned receipts, statements and photos with on-device OCR
  • Suggest clear, consistent filenames in a pattern you choose
  • Let you review and edit every name before anything is renamed

It doesn't

  • Answer questions about a receipt or chat with your PDFs
  • Do your bookkeeping, categorize expenses for tax, or file anything
  • Claim every faint receipt reads perfectly, which is why you confirm

FAQ

Can I choose the naming pattern?

Yes. You define the pattern once, for example date, vendor and document type, and PDF Insight applies it consistently across the batch. You can edit any proposed name before it is applied.

Does it read scanned receipts and phone photos?

Yes. On-device OCR reads scanned PDFs, photographed receipts and images so it can suggest a meaningful name, all without uploading the file.

Is anything uploaded to rename my files?

No. In the default local tier the reading and renaming happen on your own computer. Receipts and statements never leave your machine.

Will the suggested names always be right?

No tool reads every receipt perfectly, especially faint thermal paper. PDF Insight proposes names and lets you review and edit them before anything is renamed.

Give a year of receipts readable names

PDF Insight reads scanned receipts and statements and suggests clear, consistent filenames on your own Mac or PC, on-device and bilingual. Try it free for 14 days, no card required.