Guides
Document work, explained properly
How to rename files by what is inside them, get data out of invoices, read scans and photos, and file the results. Every guide gives the free and manual methods first, including the ones that mean you do not need us.
How to rename PDF files based on what is inside them
If the PDFs have a text layer, a short PowerShell or Python script does it for free. If they are scans, you need something that can read an image. If the layout varies between suppliers, you need something that understands the document rather than matching a position.
How to get invoice data into a spreadsheet without typing it
If you use Xero or QuickBooks, their built in capture already does this and it is free with your subscription. Use that. Everything below is for people whose job is not invoices, or whose documents never reach an accounting system.
How to rename scanned documents automatically
A scan is a photograph of a page, not text. Nothing can read it until you either run OCR to add a text layer, or use a tool that reads the picture directly.
Batch rename files by invoice number
If the invoice numbers follow a consistent pattern and the PDFs have text, a short script does it free. The parts people get wrong are duplicates, illegal characters, and having no way back.
Pulling GST and totals off Australian tax invoices
A valid Australian tax invoice must show the supplier's ABN, the GST amount or a statement that the total includes GST, and the words Tax Invoice. Those are reliable. The total is not, because the largest number on the page is often a subtotal.
How to get data off photos of receipts
Photos fail for four reasons: thermal paper fading, shadows, perspective and creases. Fixing how you take the photo helps more than any software choice.
How to file invoices into folders automatically
Pick one structure and never mix two. Financial year then quarter suits Australian businesses, because it matches how you will actually be asked for things.
Free ways to rename PDFs in bulk, and where they stop
Bulk Rename Utility and PowerShell handle names and dates. PyMuPDF handles contents. Nothing free handles many different document layouts well, and that is the line.
We also built a free tool for this job. Once is on the tools page, and every guide above tells you the free ways to do it first.