Credit notes
Extract position details from credit notes for automated billing accuracy validation.
Credit notes are commonly used in the logistics industry instead of invoicing individual tours. For larger customers they can easily span hundreds of pages, making manual review a time-consuming and tedious task.
Common challenges
- Long documents spanning tens or hundreds of pages
- Line items can jump between two pages, complicating automation with regular expressions
- Different formats for each customer, often with tables
Shortcoming of previous-generation solutions
- Splitting the document into individual credit notes is required
- Separate training required for different customer formats
Solution with Clerk
Clerk’s AI natively handles longer documents without the need for explicit splitting. Once a credit note is recognized in the inbox or submitted to Clerk directly, it is automatically split into individual credit notes and the line items are extracted. Clerk then returns a list of individual positions with the respective amounts, which can be used in the downstream automated process.