AI Credit Note Processing & Data Extraction Software

Automating their processes with AI

Affinda has removed the laborious workload from our accounts staff, who now focus on quality assurance and management of any outliers.

- Nathaniel Barrs, CTO, PSC Insurance

95%

reduction in manual work

10×

more invoices processed with no added staff

Enhanced auditability and tracking of invoice approvals

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Customer satisfaction is always our top priority, and Affinda has helped us achieve that by eliminating phone calls, manual handling, and delays.

- Jorg Both, Head of Business Systems, Northline

120,000

proof of delivery documents processed annually

82%

of documents straight-through processed in the first weeks

Automatic validation of documents against ERP system

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Two recruitment specialists reviewing a list of candidates

Affinda's ongoing improvements in its AI models demonstrate its innovative approach in Document AI.

– Michael Zhao, AI Product Manager, SEEK

High accuracy parsing across multiple languages
Improved customer experience thanks to better structured data
Stronger compliance with international data security and software standards

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Affinda’s support and expertise were invaluable… The experience working with Affinda was excellent.

- Nick Tran, Business Analyst, StateCover Mutual

300,000

documents processed annually

80

different document types

60%

Enhanced auditability and tracking of invoice approvals

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Logistics manager reviewing paperwork onsite

The results have spoken for themselves. I recommend Affinda to anyone looking to enhance their product or business with AI capability.

- Steve O’Keeffe, CTO, Felix

76%

reduction in manual data input

30%

reduction in compliance data errors

85,000

compliance documents processed annually

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Frequently asked questions

What is credit note processing?

Credit note processing is the workflow businesses use to capture, extract and validate credit and adjustment details from customer credit notes or credit memos. Our AI credit note processing software automates this entire process to reduce manual data entry, errors and processing times. It ensures that credits are accurately recorded and reconciled in accounting and ERP systems.

What is credit note data extraction?

Credit note data extraction is the process of reading a credit note and capturing key data points such as credit note numbers, dates, customer details, item descriptions, amounts and reference numbers. Our platform uses AI to automate credit note data extraction, turning unstructured documents into structured data ready for your accounting, ERP and customer service workflows.

What is credit note extraction?

Credit note extraction is the automatic capture of data from credit notes using AI. Our credit note extraction software combines reading order models, OCR, LLMs, RAG and more to pull credit and adjustment details with high accuracy and faster processing times.

What is an credit note parser?

A credit note parser is a software tool that automatically reads and extracts data from credit notes. It converts unstructured credit memos into structured, machine-readable formats. Our AI credit note parser adapts instantly to variations in format, layout and language, extracting credit note numbers, amounts, customer details and adjustments with precision before delivering the output in exactly the format your systems require.

What is credit note line extraction?

Credit note line extraction captures the line-level details from your credit notes – items, quantities, amounts, adjustments and more – turning them into structured data while preserving the connections between each row. Our AI handles anything from straightforward item lists to complex grouped items and multi-line adjustments with accuracy.

What data fields can Affinda’s AI credit note processing software extract?

Affinda's AI credit note processing software can capture data from any field on a credit note or credit memo. Standard data fields include:

Credit Note Details

Credit Note Number: Unique identifier for the credit note or credit memo.
Credit Note Date / Issue Date: Date the credit note was issued to the customer.
Customer Name / Billing Entity: Name of the customer or organisation receiving the credit.
Customer Account Number: Unique customer or account identifier.
Customer Address: Billing or registered address of the customer.
Original Invoice Number / Reference: Reference to the original invoice being credited or adjusted.
Reason for Credit / Adjustment Type: Description or code explaining why the credit was issued.
Currency: Currency in which the credit is denominated.
Total Credit Amount / Net Amount / Tax Amount: Total credit value, subtotal and tax breakdown.

Line Item Details

Item Description / Product Name: Description of the product or service being credited.
Item Code / SKU: Product identifier or stock keeping unit.
Quantity: Number of units being credited.
Unit Price: Price per unit for the credited item.
Line Amount / Subtotal: Total amount for each line item before tax.
Tax Rate / Tax Amount: Applicable tax rate and calculated tax per line.
Discount / Adjustment: Any discounts or adjustments applied to the line.
Original Invoice Line Reference: Link back to the corresponding line on the original invoice.

Other Fields

Vendor / Seller Details: Name, address and contact information of the issuing business.
Payment Terms / Refund Method: Terms describing how the credit will be applied or refunded.
Page Number / Document ID: Page index and unique document identifier for multi-page credit notes.
Notes / Comments: Any additional notes or terms included on the credit note.

Need custom fields or a specific layout? Simply define them in the UI or describe them in natural language and Affinda will extract and structure them automatically.

What file types does Affinda’s AI credit note processing solution support?

Our AI agents can process any file type.Supported file types include PDF, JPG/JPEG, PNG, TIFF, DOC/DOCcredit note (Word), credit noteLScredit note (Excel), HTML and Tcredit noteT/CSV.

How does Affinda process credit notes and extract credit note data?

Affinda's AI agents read, extract and validate credit note data. Our platform is intuitive to set up and easily integrates into your systems. Simply:

Upload your credit notes via drag-and-drop, email or API.
Configure business logic to match your organization's rules and workflows.
Let Affinda check and validate extracted data against your business logic and accounting, ERP or customer service systems to ensure accuracy.
Access structured credit note data directly within your systems.

The result? Faster, more accurate credit note processing with minimal manual input.

Can Affinda extract data from scanned or image-based credit notes?

Yes. Our AI credit note processing platform combines OCR with retrieval augmented generation (RAG), LLMs, agentic workflows, proprietary reading order algorithms and more, to automatically detect and process data from scanned or photographed invoices (PDF, JPG, PNG). Even low-quality images are automatically enhanced for reliable data capture and processing.

What language does Affinda’s AI credit note automation platform support?

Our AI credit note processing platform can automatically detect and process credit notes in 50+ languages, including multilingual credit notes containing more than one language.Supported languages include: Afrikaans, Albanian, Amharic, Arabic (Standard, Egyptian, Sudanese, Algerian, Moroccan, Levantine), Bahasa Indonesian, Bengali, Bhojpuri, Bulgarian, Burmese, Chinese (Mandarin [PRC/Taiwan], Cantonese, Wu, Min Nan, Jinyu, Xiang, Hakka), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Gujarati, Hebrew, Hindi, Hungarian, Italian, Japanese, Javanese, Kannada, Korean, Latvian, Lingala, Lithuanian, Macedonian, Malayalam, Marathi, Nepali, Norwegian, Odia, Persian (Farsi), Polish, Portuguese, Punjabi (Western and Eastern), Romanian, Russian, Slovak, Slovenian, Somali, Spanish, Swahili, Tagalog, Tamil, Telugu, Thai, Turkish, Ukrainian, Urdu, Vietnamese, Yoruba.

Does Affinda integrate with accounting, ERP and customer service systems?

Yes. Affinda integrates with 400+ systems, including leading accounting, ERP and customer service platforms. Build no-code integrations using our AI integrations agent, or create custom connections with our APIs – whichever suits your credit note processing workflow best.

What are some examples of AI credit note workflow automations?

AI credit note processing helps automate and streamline financial and customer workflows across departments such as:

Accounting Teams: Speed up credit reconciliation and improve accuracy by extracting credit note numbers, amounts, adjustments and reference details automatically. Business-rule validation catches duplicate credits, mismatched invoice references and incorrect totals before they reach your ERP system.
Customer Service: Resolve customer issues faster with instant access to structured credit data. Track adjustments in real time, reduce back-and-forth queries and improve customer satisfaction with accurate, timely credit processing.
Sales and Retail Operations: Simplify returns management and refund tracking with AI that adapts to any credit note format. Streamline supplier credit workflows and maintain better visibility across your retail or sales channels.

What is an credit note OCR data extractor?

A credit note optical character recognition (OCR) data extractor scans and accurately captures information from credit notes and credit memos, regardless of format or language. Upload credit note documents in PDF, JPG or PNG formats. The OCR technology first converts the documents into a text layer, ensuring all text (even from scans, photos or handwriting) is captured. Affinda's AI models then identify and extract key fields such as credit note numbers, dates, customer details, original invoice references, adjustment amounts, line items and totals, transforming them into structured, usable data.This automation eliminates manual data entry, reduces errors and saves time. Once the credit note data is captured and structured, our AI credit note processing pipeline can apply machine validation and post-processing to enable seamless integration with accounting, ERP and customer service systems.Businesses in accounting, retail, sales and customer service rely on Affinda's AI for their credit reconciliation, returns management and refund processing workflows, streamlining operations and improving overall efficiency.

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The AI platform for credit note processing

How to automate credit note processing with Affinda's AI

Upload your credit notes, your way

Watch as it extracts your credit note data

Automatically route the data to your systems

Extract any information from any document, fast

Create models in seconds

Cleanse and transform data

Apply business logic

Pathway 1: Use our AI integrations agent

Pathway 2: Write your own code

Get AI agents to process your credit notes

Automate credit note processing with 99%+ accuracy

See ROI in weeks, not months

AI that instantly learns from your credit note and adapts

Easy integration, zero disruption

Configure your credit note model, customize and maintain control

Enterprise-grade security

Combine the best of artificial and human intelligence

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Automating their processes with AI

95%

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120,000

82%

300,000

80

60%

76%

30%

85,000

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