Organize customer sales invoices for AR collection and cash flow managementautomatically
Archive customer sales invoices with consistent naming so you can track AR aging and improve cash flow.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Organize customer invoices for proactive AR management and cash flow.
- Connect AR invoice folders or ERP export locations.
- AI extracts customer names, invoice numbers, dates, and amounts.
- Organize by customer and aging status for collection prioritization.
Proof: 3.2k customer invoices organized last month at 96.4% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Aging visibility: Track invoice dates and amounts for accurate AR aging reports and cash flow forecasting.
Collection ready: Organize by payment status and overdue amounts for prioritized collection efforts.
Customer history: Maintain complete customer invoice history for relationship and credit management.
How it works
Customer invoices auto-name to Customer_INV-Number_Date_Amount_Status.pdf with 96%+ accuracy, ready for AR tracking.
- Connect AR invoice folders or ERP export locations.
- AI extracts customer names, invoice numbers, dates, and amounts.
- Organize by customer and aging status for collection prioritization.
FAQ
Can I handle invoices in multiple currencies?
Yes. Extract currency information and organize by customer currency for accurate AR reporting.
Will it work with invoices from different ERP systems?
Handles exports from major ERP systems like SAP, Oracle, NetSuite, and QuickBooks.
How do I track payment status?
Include payment status and due dates in filenames for automated AR aging and follow-up.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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