Frequently asked questions about Refyle

How does Refyle rename my files?

Refyle uses Claude AI to read the actual content of your documents, extracting vendor names, dates, amounts, and document types to generate a clean, standardized filename based on what's inside.

What file types does Refyle support?

Refyle supports PDF, JPG, PNG, WEBP, TIFF, TXT, and CSV files, handling both text-based and scanned documents including blurry photos and handwritten invoices.

Is my data secure?

Yes. Refyle automatically screens for HIPAA-regulated PHI and rejects sensitive medical documents. All files are automatically deleted after processing, and document contents are never stored permanently.

Can I customize the naming format?

Yes. Refyle offers specialized profiles for property management, finance, legal, and general documents. Pro and Business plans include custom profile configuration and a custom filename format builder.