Organize customer remittance advices for AR reconciliation and cash applicationautomatically
Archive customer payment remittance advices with clear customer names and dates for accounts receivable reconciliation and cash application.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-01
Statement #
123-4567890-123
Issuer
Chase
Organize remittance advices for efficient cash application and reconciliation.
- Connect customer payment folders or bank deposit notifications.
- AI extracts customer names, payment dates, and remittance details.
- Organize by customer and date for systematic cash application workflows.
Proof: 2.3k remittance advices organized last month at 96.4% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
statement.pdf
2024-10-01_Chase_Statement_Checking_September-2024.pdf
Example naming rule
Rename to 2024-10-01_chase_123-456789
Why teams adopt this workflow
Cash application efficiency: Organize remittances chronologically for systematic cash application and reconciliation.
Customer payment tracking: Group by customer for payment history analysis and relationship management.
Dispute resolution: Quickly locate remittance details for payment disputes and reconciliation issues.
How it works
Remittance advices auto-name to Customer_Date_RemittanceAdvice.pdf with 96%+ accuracy, ready for AR reconciliation.
- Connect customer payment folders or bank deposit notifications.
- AI extracts customer names, payment dates, and remittance details.
- Organize by customer and date for systematic cash application workflows.
FAQ
Can I handle remittances from different customers?
Processes remittances from any customer format, standardizing naming across payers.
How does this help with cash application?
Provides chronological organization for matching against your AR ledger and bank deposits.
Will it extract payment allocations?
Focuses on remittance metadata - detailed allocation analysis requires separate processing.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.