Document Processing

Auto Split & Smart Naming for Large PDF Files

Clients upload bundled PDFs of invoices; each one has to be handled separately. Auto Split turns one large PDF into clean, individually named documents, automatically.

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Animated demo showing a bundled PDF being automatically split into separate invoices with intelligent filenames

In day-to-day AP operations, clients often upload several invoices as a single PDF. Each invoice has to be pulled out and handled separately. That’s tedious work, and it scales badly as volumes climb.

This accelerator changes that. Upload one large PDF and get back clean, separated, individually named documents. The AI reads the content and works out what each file is.

Auto Split: No Manual Effort

Upload a bundled PDF and the system breaks it into separate documents on its own.

Auto Split interface showing the system automatically detecting boundaries between invoices in a bundled PDF
Auto Split detects where one document ends and the next begins. No page ranges to enter.

Smart Rename: AI-Powered Document Naming

Once the file is split, each document gets a meaningful name based on what’s inside it. No more generic PDF_1.pdf, PDF_2.pdf. Instead, the output looks like this:

The AI reads each document and extracts key identifiers (vendor name, invoice number, date) to generate accurate, recognizable filenames. Users can also pick a naming pattern from a dropdown (for example, Vendor + Invoice Number) to keep every file consistent across a batch.

Auto Split Smart Rename interface showing naming pattern selection dropdown
Pick a naming pattern once. The accelerator applies it to every document it extracts.

Built for Real AP Workflows

From Upload to Ready, in Seconds

Upload → Split → Rename → Done. No manual effort. No cleanup. No confusion.

Frequently Asked Questions

What file formats does Auto Split support?
Auto Split works with PDF files — both digital (text-layer) and scanned (image-only). It does not currently process Word documents, Excel spreadsheets, or image files such as JPEG or PNG directly. If your source documents arrive in those formats, convert them to PDF first; most AP platforms and scanners export PDF by default.
Does it work on scanned PDFs as well as digital ones?
Yes. The accelerator combines AI document boundary detection with OCR to handle both digital and scanned PDFs. For scanned documents, OCR runs first to extract the text layer, then the AI identifies where one document ends and the next begins. Accuracy on clean scans is high; very low-quality or skewed scans may occasionally need manual review, which the tool surfaces clearly before finalizing.
How does the Smart Naming logic decide what to call each file?
The AI reads the extracted text of each split document and identifies key fields — vendor name, invoice number, and document date. It then applies the naming pattern you select from a dropdown (for example, Vendor + Invoice Number or Vendor + Date). If a field cannot be read confidently, the tool flags that document for review rather than guessing. You can also define a custom pattern to match your existing filing conventions.
How long does it take to process a 200-page bundled PDF?
A 200-page digital PDF typically processes in under 30 seconds. Scanned PDFs of the same size take longer because OCR runs on each page first — expect 60 to 90 seconds for a clean 200-page scan. Processing happens server-side, so there is no wait time on your machine and you can queue multiple uploads simultaneously.
Which accounting platforms does it integrate with?
Auto Split outputs clean, individually named PDF files that can be pushed directly to QuickBooks Online, Xero, and NetSuite via our pre-built connectors. The output folder can also be mapped to any shared drive or document management system your team already uses. If your AP workflow uses a different platform, ask us during the demo — we assess connector feasibility the same day.
Ideal for

AP teams processing bundled vendor invoice PDFs.
Bookkeeping firms handling client document uploads.
Finance teams ingesting scanned bank statements, tax forms, and expense receipts.

Under the hood

AI-powered document boundary detection + OCR. Handles both digital and scanned PDFs. No manual page selection, no split rules to configure. Configurable naming patterns (e.g. Vendor + Invoice Number).

Run this accelerator against your real documents, live, in 15 minutes.

Book a 15-minute demo
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