Organize pro forma invoices for international trade and customs complianceautomatically
Archive pro forma invoices with clear customer details, goods descriptions, and values for international shipping and customs documentation.
No credit card • Rename in under 3 minutes
sample.pdf
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Date
2024-10-10
Invoice #
123-4567890-123
Issuer
QuickBooks
Organize pro forma invoices for efficient international trade and customs compliance.
- Connect international sales folders or export documentation systems.
- AI extracts customer details, goods descriptions, values, and shipping terms.
- Organize by destination country and customer for trade compliance workflows.
Proof: 1.8k pro forma invoices organized last month at 95.8% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
qb-invoice.pdf
2024-10-10_QuickBooks_Invoice_INV-123_AcmeCorp.pdf
Example naming rule
Rename to 2024-10-10_quickbooks_123-456789
Why teams adopt this workflow
Customs compliance: Organize pro forma invoices for customs clearance and import/export compliance.
Trade documentation: Structure invoices for letters of credit, shipping documents, and trade finance.
International sales tracking: Monitor pro forma activity by customer and destination for sales pipeline management.
How it works
Pro forma invoices auto-name to Customer_PF-Number_Date_Value.pdf with 95%+ accuracy, ready for customs clearance.
- Connect international sales folders or export documentation systems.
- AI extracts customer details, goods descriptions, values, and shipping terms.
- Organize by destination country and customer for trade compliance workflows.
FAQ
Can I handle pro forma invoices in multiple languages?
Processes invoices in any language with automatic goods description extraction.
How do I prepare for customs clearance?
Organizes by destination country and value for efficient customs documentation preparation.
Will it work with different incoterms?
Extracts shipping terms and organizes for international trade compliance requirements.
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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