Can each client have a different naming convention?

Yes. Create one reusable Template per client, entity, or workflow. A Template controls the filename structure, date format, Naming Blocks, and any Custom AI Block fields such as expense category, account code, or approval status.

Can Zush watch a client intake folder?

Yes. Assign a Template to folder monitoring and Zush can process new email saves, portal downloads, or scanner output as they arrive. Rename history keeps applied batches reversible.

Does it work with scanned invoices and receipt photos?

Yes. Zush uses AI vision to read image-only PDFs and supported image formats, so scans and receipt photos can follow the same convention as born-digital documents without a separate OCR step.

Is client financial data kept private?

Files are renamed in place and are not stored by Zush. For analysis, choose managed Cloud AI, BYOK through the provider account and key your firm controls, or Offline AI with local Ollama models so supported file analysis stays on the machine.

Does Zush connect to QuickBooks or Xero?

Zush organizes the file layer around accounting software — downloads, email attachments, scans, exports, and supporting documents. It does not post transactions to or modify records inside QuickBooks, Xero, or another ledger.

Does Zush charge per document?

No. Paid plans include unlimited renames rather than per-file credits, so you can re-run a folder after changing a Template without paying for the same documents again. The first 50 renames are free to evaluate.

AI file renamer for accountants

Rename accounting files by vendor, date, and number

Zush reads invoices, receipts, statements, tax forms, and scans, then names each file to your convention. Build a Template for each client, preview every batch, and undo anytime. Use unmetered Cloud AI, your own provider key, or local Offline AI.

Download for Mac

Download for Windows

Unmetered paid plans
Private Offline AI and BYOK
Preview and undo every batch

Who it’s for

Built for accountants, bookkeepers, and client accounting teams

The same file-renaming workflow fits recurring client intake, receipt processing, reconciliation support, and month-end close.

Small accounting practices
Keep every client intake folder on its own convention, even when invoices arrive through email, portals, scanners, and shared drives.
Independent bookkeepers
Turn a weekly pile of receipts and downloads into files named by merchant, date, amount, and category before reconciliation starts.
Client accounting and AP teams
Use shared Templates so everyone names bills, statements, close support, and exports the same way without memorizing the rule.

Choose the fields for every accounting filename

Zush reads the visible content of each document. Your Template selects the vendor, date, invoice number, amount, category, tax period, or custom field used in the final name.

Choose a field to see the result

download (7).pdf2026-06-12 – Acme Supply – INV-10234

Your Template decides which fields become part of the filename. Use a separate Template for each client, entity, or document workflow.

Choose how financial documents are processed

Start quickly with managed Cloud AI, route analysis through your firm’s provider account with BYOK, or keep supported document analysis on the machine with local Offline AI.

Offline AI with local models

Files stay on the machine

Local Ollama models analyze supported invoices, receipts, statements, and scans on the Mac or Windows PC where they are stored. File content is not sent to Zush or a third-party AI provider.

Your provider account with BYOK

Your key and account

Route analysis through the AI provider account and API key your firm controls. The key stays in secure local storage, and your team chooses the provider and model used for client work.

Managed Cloud AI

Fastest setup

Use the built-in managed mode when convenience is the priority. Paid plans are unmetered, so recurring intake and backlog cleanup do not consume per-document credits.

Choose the processing mode that matches your firm and client policy. In every mode, Zush renames files in place and does not store them. Read how the modes handle data

Automatically rename files from client intake folders

Set up a client Template, monitor the intake folder, and review each proposed batch before anything changes.

Route files to an intake folder
Email attachments, portal downloads, scanner output, and receipt photos can land in one monitored folder per client or entity.
Review names from the client Template
Choose the date, vendor, number, amount, category, or custom fields that belong in the filename, then read the proposed batch before applying it.
Apply with undo and keep monitoring
Rename history can revert a batch. Keep the Template assigned to the folder so new source documents arrive already named to the same convention.

Build an invoice Template step-by-step How invoice renaming works Organize the intake-to-archive workflow

Works with cloud folders

iCloud Drive
Google Drive
Dropbox
OneDrive
Box

Accounting documents Zush can rename automatically

Use separate Templates for payables, receipts, tax documents, and close support. Each workflow keeps its own fields and naming pattern without changing the original content.

Supplier invoices and bills

Name AP documents by invoice date, vendor, invoice number, amount, currency, or the fields required by the client convention.

2026-06-12 – Acme Supply – INV-10234 – 1,204 USD.pdf

Receipts and expense evidence

Read PDF, JPG, and HEIC receipts, then add the merchant, date, amount, and a category described with a Custom AI Block.

2026-06-03 – Whole Foods – Meals – 84 USD.jpg

Bank and card statements

Turn generic downloads into statements named by institution, account label, and statement period for faster retrieval during reconciliation.

2026-05 – First National – Operating – Statement.pdf

Tax forms and client documents

Name W-9s, 1099s, tax notices, and supporting scans by form type, tax year, issuer, or entity without typing every filename.

2025 – 1099-NEC – Rivera Consulting.pdf

Payroll and close reports

Keep payroll registers, journal support, and monthly reports aligned by period, entity, report type, and approval status.

2026-05 – Vertex GmbH – Payroll Report – FINAL.pdf

Spreadsheets and exports

Rename expense exports, reconciliations, and workbook deliverables by client, period, and content so the latest file is searchable after handoff.

2026-Q2 – Vertex GmbH – Expense Summary.xlsx

How accounting teams put Zush to work

Illustrative workflows based on common accounting document patterns.

Each client has a slightly different filename rule. Templates keep those rules out of my head, and I can check the whole proposed batch before applying it.

The time sink was not one receipt — it was a month of IMG files and downloads. Naming them by date, merchant, amount, and category gives me a usable intake folder.

We use Offline AI for client folders that need to stay on the workstation. The preview catches the odd scan before anyone applies the batch.

Choose your PRO plan

Monthly flexibility or one-time lifetime access. Both plans remove the rename limit across every AI mode.

Trusted by 1,500+ users

PRO Monthly

Flexible monthly plan

$10/month

Unlimited AI Renames

Best value

PRO One-Time

Pay once for lifetime access

$48one-time

Pays off in ~5 months

Unlimited AI Renames

14-day money-back guarantee • Secure via Paddle

Accounting file renaming, answered

How client Templates, folder monitoring, local Offline AI, BYOK, preview, undo, and unmetered renaming fit an accounting document workflow.

Zush reads invoices, receipts, statements, tax forms, spreadsheets, and scans, then proposes filenames built from fields such as vendor, date, invoice number, amount, currency, and category. You review the batch before applying it, and undo remains available afterward.

Try Zush on one client intake folder

Add a copied batch of invoices or receipts, read the proposed names, and undo the rename if the Template needs another pass.