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Accounts Receivable Intelligence
The world's best customer statement extraction
Transform customer statements into actionable AR data. Extract invoice details, payment history, credits, and aging information. Enable proactive collections management and provide customers with accurate account summaries.
customer-statement.pdf
CS-2024-03-7845
Statement period
2024-03-01
2024-03-31
Company
Acme Software Solutions
500 Tech Park Drive, San Jose, CA 95134
(408) 555-0100
ar@acmesoftware.com
Customer
Northwind Enterprises
CUST-7845
123 Business Center, Seattle, WA 98101
Jennifer Adams
jadams@northwind.com
Summary
26,643.75
8,500
26,643.75
0
8,500
Transactions
3 items| Date | Type | Reference | Charges | Credits | Balance |
|---|---|---|---|---|---|
| Mar 01, 2024 | Balance Forward | - | 26,643.75 | 0 | 26,643.75 |
| Mar 10, 2024 | Payment | CHK-89421 | 0 | 26,643.75 | 0 |
| Mar 15, 2024 | Invoice | INV-2024-09125 | 8,500 | 0 | 8,500 |
Aging
8,500
0
0
0
0
8,500
Net 30
Please remit payment to: Acme Software Solutions, PO Box 12345, San Jose, CA 95134
Thank you for your continued business!
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Connect Customer statements across your stack
DocuPipe generates and processes customer statements from accounting systems or ERP. Extract transaction history and aging data, then sync to CRM or collections systems for proactive customer account management.
Sources
Accounting Software
ERP
Cloud Storage
Destinations
Accounting
ERP
CRM
API
Extract fields. Consistently.
Your business has specific documents with your own rules of how you need to understand them and act on them. Define exactly what you need to extract, reliably, for any layout and language.
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| Feature | DocuPipe | Textract | Google OCR | GPT |
|---|---|---|---|---|
| OCR printed text | ||||
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