File Organization

Make Every Receipt Instantly Searchable

Transform unnamed PDFs into tax-ready documents with titles, keywords, and categories that surface in Spotlight, Windows Search, and Finder.

Download folders fill with files named IMG_2049.pdf or scan001.pdf. When tax season hits, nobody can find the right receipts, leading to missed deductions and panic.

ReceiptFlow enriches PDFs with standardized filenames plus embedded metadata covering titles, subjects, keywords, vendors, and categories. After enrichment, receipts show up in OS search results, smart folders, and document management systems.

The Problem

Digital receipts arrive with meaningless filenames from scanners, phones, and email systems. Without descriptive names or embedded metadata, finding a specific receipt requires opening dozens of files manually.

Operating system search tools like Spotlight and Windows Search can't help because the PDFs lack searchable metadata. Smart folders and automated filing systems break down. During tax time or audits, this chaos costs hours.

Cloud storage amplifies the problem—thousands of files sync across devices, but none are searchable by vendor, date, or amount. Teams resort to manual renaming or expensive document management systems.

The Solution

ReceiptFlow extracts vendor names, dates, amounts, and categories from each receipt, then embeds this data directly into PDF metadata fields. Files are renamed using customizable templates like YYYY-MM-DD_Vendor_Amount.pdf.

Enriched PDFs work instantly with macOS Spotlight, Windows Search, and Linux tracker indexes. Search for a vendor name, date range, or amount and the right receipt surfaces immediately—no database or third-party app required.

Bulk processing handles entire folders at once. Download organized ZIP archives with enriched PDFs sorted into date-based or category-based folder structures. Metadata syncs perfectly to Google Drive, Dropbox, iCloud, and other cloud services.

Step by Step

How It Works

1

Upload Receipts

Drag in your folder of unnamed receipts—PDFs, scans, or photos from email downloads and phone cameras.

2

AI Extraction

Our AI extracts vendor, date, amount, category, and payment method from each document with 95%+ accuracy.

3

Metadata Enrichment

Data is embedded into PDF title, subject, keywords, and custom fields. Files are renamed with your chosen template.

4

Download & Search

Download enriched PDFs organized into folders. Search instantly in Spotlight, Windows Search, or your file manager.

Why Choose This

Key Benefits

OS Search Integration

Confirmed compatibility with macOS Spotlight, Windows Search, and Linux desktop search—no extra software needed.

Custom Naming Templates

Choose from presets like Date_Vendor_Amount or create custom formats using tokens like {vendor}, {category}, {total}.

Category Tags

Receipts are tagged with expense categories, payment methods, and project codes for advanced filtering and smart folders.

Cloud Sync Ready

Enriched PDFs sync perfectly to Google Drive, Dropbox, iCloud Drive, OneDrive, and any WebDAV storage.

Bulk ZIP Download

Receive all enriched PDFs in organized date or category folders as a single ZIP archive for easy distribution.

Before/After Preview

Side-by-side view shows original filenames versus enriched metadata and new names before downloading.

Technical Details: Metadata Fields

Enrichment writes to standard PDF metadata fields including Title (formatted as "Receipt - Vendor - $Amount"), Subject (detailed description like "Food & Beverage receipt from 2024-11-24"), Keywords (comma-separated vendor, date, amount, category, items, payment method), and Author (set to ReceiptFlow for provenance).

These fields are indexed by operating system search engines and visible in file properties dialogs. Smart folders and automation tools can filter on any metadata field. The approach works without proprietary databases or subscription services—once enriched, PDFs remain searchable forever.

Filename templates support variables including vendor name, transaction date (various formats), amount with currency symbol, category name, and custom project codes. Templates handle special characters, enforce length limits, and prevent duplicate names automatically.

Who This Is For

Ideal for anyone who lives inside Finder, Windows Explorer, or cloud drive apps. Turn chaotic download folders into curated archives you can search by vendor name, amount, or category without opening a single file.

Tax PreparersBookkeepersSmall Business OwnersFreelancersFinance Teams

FAQ

Frequently Asked Questions

Does this change the PDF content?

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No. Only metadata fields and filenames are updated. The original receipt image or text content remains unchanged.

Can I choose the naming format?

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Yes. Select from presets like Date_Vendor_Amount or create custom templates using variables like {vendor}, {category}, {total}, and {date}.

Will metadata work in cloud drives?

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Yes. Enriched PDFs sync perfectly to Google Drive, Dropbox, iCloud, OneDrive, and other cloud services. Metadata travels with the file.

How do I search for receipts after enrichment?

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Use your operating system's built-in search (Spotlight on Mac, Windows Search, or desktop search on Linux). Search by vendor, date, amount, or category.

Can I organize by folders?

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Yes. Choose folder organization by Year/Month (YYYY/MM), Category (Food & Beverage, Office Supplies, etc.), or Vendor name.

Does it work with scanned receipts?

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Yes. Our OCR handles scanned PDFs, photos from your phone, and digital receipts from email—any PDF or image format.

Start using PDF Metadata Enricher today

Join thousands of users who save hours every week with automated receipt processing. Try it free — no credit card required.

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