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98% accuracy • Instant processing
For finance teams & payment operations

Organize payment service provider refunds by customer and dateautomatically

Archive refund receipts from Stripe, PayPal, and other PSPs with clear customer names, dates, and amounts for revenue reconciliation.

Under 3 minutes
First rename
98% accuracy
With confidence preview
Stop manually organizing refund receipts across multiple payment processors.
Ensure customer details and refund amounts are visible for revenue tracking.
Maintain audit trails for refund processing and chargeback management.
Start free — 50 credits

No credit card • Rename in under 3 minutes

Extracting fieldsConfidence: 0.96

sample.pdf

Waiting for rename…

AI Rename

Date

2024-10-15

Invoice #

123-4567890-123

Issuer

Stripe

Knowing where your files landReady folder
Stop manually organizing refund receipts across multiple payment processors.
Ensure customer details and refund amounts are visible for revenue tracking.
Maintain audit trails for refund processing and chargeback management.
Organize PSP settlements use caseManage customer invoices use caseDropbox integrationPricing
Refund automation

Organize PSP refund receipts for accurate revenue reconciliation and customer service.

  • Connect PSP refund folders or customer service portals.
  • AI extracts customer names, refund dates, amounts, and PSP details.
  • Organize by customer and date for systematic refund tracking and reconciliation.

Proof: 1.1k PSP refund receipts organized last month at 96.8% average confidence.

Before → after filenames

No more download.pdf. Every document follows your naming convention automatically.

Before

invoice.pdf

After

2024-10-15_Stripe_Invoice_INV-1234_AcmeCorp.pdf

Example naming rule

Rename to 2024-10-15_stripe_123-456789

Vendor: Stripe
Document #: 123-456789
Date: 2024-10-15
Accuracy: 98%%

Why teams adopt this workflow

Revenue impact tracking: Monitor refund amounts by customer for revenue forecasting and customer analysis.

Customer service integration: Link refunds to customer records for improved customer service and retention.

Chargeback prevention: Track refund patterns to identify potential chargeback risks and customer issues.

How it works

PSP refunds auto-name to Customer_Date_Amount_RefundReceipt.pdf with 96%+ accuracy, ready for revenue reconciliation.

  • Connect PSP refund folders or customer service portals.
  • AI extracts customer names, refund dates, amounts, and PSP details.
  • Organize by customer and date for systematic refund tracking and reconciliation.

FAQ

Which PSPs are supported for refunds?

Handles refunds from Stripe, PayPal, Square, Adyen, and other major PSPs.

How do I track refund impact on revenue?

Organizes by customer and amount for revenue reconciliation and customer lifetime value analysis.

Will it handle partial refunds?

Processes full and partial refunds with automatic amount and reason extraction.

Make it part of your workflow

Connect integrations, use full-text extraction, or call the API for posts processing.

Supported in:

stripe-invoice

Resources

Organize PSP settlements use caseManage customer invoices use caseDropbox integrationPricing
Explore the API docs

Ready to rename your documents automatically?

Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.

Start freeView pricing