Remittance Notes

Capture key information from remittance notes to automate manual data entry in accounting processes.

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Overview

This template extracts key information from remittance notes as email attachments. The extracted data is automatically exported from Cradl AI to Excel, streamlining account reconciliation processes.

Fields extracted

payer_contact
recipient_name
short_description
reference_number
amount_paid
payment_method
payment_date

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