AI Credit Note Processing Agent
Let AI handle the paperwork you hate
Let AI handle the paperwork you hate
You chose a career in finance for your analytical skills, not to manually match paperwork. Delegate the tedious work of processing credit notes to a specialized AI agent. It automatically reads credit memos, matches them to the correct invoices, and queues the data for your accounting system.
Why V7 Go
Why V7 Go
Automated Data Extraction
Reads credit notes in any format—PDF, email, scanned image—to automatically extract all key data, including customer/vendor name, credit amount, and original invoice number.
Automated Data Extraction
Reads credit notes in any format—PDF, email, scanned image—to automatically extract all key data, including customer/vendor name, credit amount, and original invoice number.
Automated Data Extraction
Reads credit notes in any format—PDF, email, scanned image—to automatically extract all key data, including customer/vendor name, credit amount, and original invoice number.
Invoice Matching & Reconciliation
Intelligently matches credit notes to the corresponding original invoices using invoice numbers, PO numbers, or other reference data, automating the reconciliation process.
Invoice Matching & Reconciliation
Intelligently matches credit notes to the corresponding original invoices using invoice numbers, PO numbers, or other reference data, automating the reconciliation process.
Invoice Matching & Reconciliation
Intelligently matches credit notes to the corresponding original invoices using invoice numbers, PO numbers, or other reference data, automating the reconciliation process.
General Ledger Coding
Based on your company's rules, the agent can automatically assign the correct GL codes for credit adjustments, ensuring accuracy in your financial reporting.
General Ledger Coding
Based on your company's rules, the agent can automatically assign the correct GL codes for credit adjustments, ensuring accuracy in your financial reporting.
General Ledger Coding
Based on your company's rules, the agent can automatically assign the correct GL codes for credit adjustments, ensuring accuracy in your financial reporting.
Exception Handling
Automatically identifies and routes any credit notes with issues—like a missing invoice number or a mismatched amount—to a human for review, ensuring experts focus only on exceptions.
Exception Handling
Automatically identifies and routes any credit notes with issues—like a missing invoice number or a mismatched amount—to a human for review, ensuring experts focus only on exceptions.
Exception Handling
Automatically identifies and routes any credit notes with issues—like a missing invoice number or a mismatched amount—to a human for review, ensuring experts focus only on exceptions.
ERP System Integration
Delivers clean, validated, and matched credit data in a structured format ready for direct import into your ERP or accounting system, such as SAP, NetSuite, or QuickBooks.
ERP System Integration
Delivers clean, validated, and matched credit data in a structured format ready for direct import into your ERP or accounting system, such as SAP, NetSuite, or QuickBooks.
ERP System Integration
Delivers clean, validated, and matched credit data in a structured format ready for direct import into your ERP or accounting system, such as SAP, NetSuite, or QuickBooks.
Complete Audit Trail
Provides a verifiable record of every processed credit note. Each data point is visually linked back to its source on the original document, ensuring full transparency for audits.
Complete Audit Trail
Provides a verifiable record of every processed credit note. Each data point is visually linked back to its source on the original document, ensuring full transparency for audits.
Complete Audit Trail
Provides a verifiable record of every processed credit note. Each data point is visually linked back to its source on the original document, ensuring full transparency for audits.
Why V7 Go
Processes credit notes and related documents
To ensure fast and accurate reconciliation.
Workflow
Workflow
Import your files
NetSuite
,
SAP Ariba
,
QuickBooks
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
5-10 minutes per note
5-10 minutes per note
With V7 Go agents
10 seconds
10 seconds
Average time saved
98%
98%
V7 Go
V7 Go
V7 Go
V7 Go
Automate the tedious work
so you can focus on finance, not paperwork
You are drowning in repetitive documents at work. Processing credit notes is a prime example—a slow, manual task of matching documents and updating records. AP and AR teams spend countless hours manually cross-referencing credit memos with original invoices, verifying amounts, and keying adjustments into the accounting system. This tedious work is a major bottleneck that delays the financial close and can lead to inaccurate account balances if errors are made. V7 Go's agent automates this entire workflow, ensuring every credit is applied quickly and correctly.
Accounts Payable & Receivable Teams
Eliminate manual data entry and reconciliation from your workflow. Accelerate the financial close process and ensure greater accuracy in your account balances.
Accounts Payable & Receivable Teams
Eliminate manual data entry and reconciliation from your workflow. Accelerate the financial close process and ensure greater accuracy in your account balances.
Accounts Payable & Receivable Teams
Eliminate manual data entry and reconciliation from your workflow. Accelerate the financial close process and ensure greater accuracy in your account balances.
Accounts Payable & Receivable Teams
Eliminate manual data entry and reconciliation from your workflow. Accelerate the financial close process and ensure greater accuracy in your account balances.
Controllers & Finance Managers
Gain confidence in your financial data. Implement an automated, auditable process for handling credit adjustments to improve reporting accuracy and operational efficiency.
Controllers & Finance Managers
Gain confidence in your financial data. Implement an automated, auditable process for handling credit adjustments to improve reporting accuracy and operational efficiency.
Controllers & Finance Managers
Gain confidence in your financial data. Implement an automated, auditable process for handling credit adjustments to improve reporting accuracy and operational efficiency.
Controllers & Finance Managers
Gain confidence in your financial data. Implement an automated, auditable process for handling credit adjustments to improve reporting accuracy and operational efficiency.
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Transform your business
with other AI Agents
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
Let AI handle the paperwork you hate
Let AI handle the paperwork you hate
Let AI handle the paperwork you hate
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
What happens if the original invoice number is not on the credit note?
The agent can use other data points like the PO number or customer ID to suggest a likely match. If it cannot find a high-confidence match, it will automatically flag the credit note and route it to an exception queue for manual review by your team.
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What happens if the original invoice number is not on the credit note?
The agent can use other data points like the PO number or customer ID to suggest a likely match. If it cannot find a high-confidence match, it will automatically flag the credit note and route it to an exception queue for manual review by your team.
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What happens if the original invoice number is not on the credit note?
The agent can use other data points like the PO number or customer ID to suggest a likely match. If it cannot find a high-confidence match, it will automatically flag the credit note and route it to an exception queue for manual review by your team.
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What happens if the original invoice number is not on the credit note?
The agent can use other data points like the PO number or customer ID to suggest a likely match. If it cannot find a high-confidence match, it will automatically flag the credit note and route it to an exception queue for manual review by your team.
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Can it handle credit notes in different languages and currencies?
Yes. The platform can process documents in over 50 languages and is designed to recognize and normalize different currency formats, making it ideal for global finance operations.
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Can it handle credit notes in different languages and currencies?
Yes. The platform can process documents in over 50 languages and is designed to recognize and normalize different currency formats, making it ideal for global finance operations.
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Can it handle credit notes in different languages and currencies?
Yes. The platform can process documents in over 50 languages and is designed to recognize and normalize different currency formats, making it ideal for global finance operations.
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Can it handle credit notes in different languages and currencies?
Yes. The platform can process documents in over 50 languages and is designed to recognize and normalize different currency formats, making it ideal for global finance operations.
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How does it connect to our accounting system?
V7 Go can integrate in several ways. The most common is by generating a structured CSV or Excel file that is perfectly formatted for import into your ERP. For some systems, it can also connect via API to post the data directly.
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How does it connect to our accounting system?
V7 Go can integrate in several ways. The most common is by generating a structured CSV or Excel file that is perfectly formatted for import into your ERP. For some systems, it can also connect via API to post the data directly.
+
How does it connect to our accounting system?
V7 Go can integrate in several ways. The most common is by generating a structured CSV or Excel file that is perfectly formatted for import into your ERP. For some systems, it can also connect via API to post the data directly.
+
How does it connect to our accounting system?
V7 Go can integrate in several ways. The most common is by generating a structured CSV or Excel file that is perfectly formatted for import into your ERP. For some systems, it can also connect via API to post the data directly.
+
How is this different from the invoice processing features in our ERP?
Most ERP systems require structured data. This agent specializes in handling the messy, unstructured data at the beginning of the process—reading PDFs and scanned images—to create the clean, validated data your ERP needs to work effectively.
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How is this different from the invoice processing features in our ERP?
Most ERP systems require structured data. This agent specializes in handling the messy, unstructured data at the beginning of the process—reading PDFs and scanned images—to create the clean, validated data your ERP needs to work effectively.
+
How is this different from the invoice processing features in our ERP?
Most ERP systems require structured data. This agent specializes in handling the messy, unstructured data at the beginning of the process—reading PDFs and scanned images—to create the clean, validated data your ERP needs to work effectively.
+
How is this different from the invoice processing features in our ERP?
Most ERP systems require structured data. This agent specializes in handling the messy, unstructured data at the beginning of the process—reading PDFs and scanned images—to create the clean, validated data your ERP needs to work effectively.
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Can we define our own rules for GL coding?
Absolutely. You provide your chart of accounts and coding logic to a V7 Go Knowledge Hub. The agent then uses these custom rules to apply the correct GL codes based on the data it extracts from the credit note.
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Can we define our own rules for GL coding?
Absolutely. You provide your chart of accounts and coding logic to a V7 Go Knowledge Hub. The agent then uses these custom rules to apply the correct GL codes based on the data it extracts from the credit note.
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Can we define our own rules for GL coding?
Absolutely. You provide your chart of accounts and coding logic to a V7 Go Knowledge Hub. The agent then uses these custom rules to apply the correct GL codes based on the data it extracts from the credit note.
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Can we define our own rules for GL coding?
Absolutely. You provide your chart of accounts and coding logic to a V7 Go Knowledge Hub. The agent then uses these custom rules to apply the correct GL codes based on the data it extracts from the credit note.
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How do we know the extracted data is accurate?
Through AI Citations. Every piece of extracted data, from the credit amount to the invoice number, is visually linked back to its precise location on the original document, allowing for instant and effortless verification.
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How do we know the extracted data is accurate?
Through AI Citations. Every piece of extracted data, from the credit amount to the invoice number, is visually linked back to its precise location on the original document, allowing for instant and effortless verification.
+
How do we know the extracted data is accurate?
Through AI Citations. Every piece of extracted data, from the credit amount to the invoice number, is visually linked back to its precise location on the original document, allowing for instant and effortless verification.
+
How do we know the extracted data is accurate?
Through AI Citations. Every piece of extracted data, from the credit amount to the invoice number, is visually linked back to its precise location on the original document, allowing for instant and effortless verification.
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