Extract invoice data from email attachments
Power your accounts payable automation with AI invoice processing that reads invoices arriving by email, extracts the fields that matter such as vendor, items, and totals, and logs them to a central sheet.
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When a new invoice email arrives in [email inbox/platform, e.g. Gmail/Outlook], an AI agent interprets the attached invoice document, identifies which fields are relevant based on the format and content it encounters, and extracts the values that matter for the team's records, such as vendor name, line items, totals, and due dates. It records the structured data in [central spreadsheet/database, e.g. Google Sheets, Airtable].
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Problem
Finance teams manually extract data from invoices submitted by contractors and vendors, copying line items, totals, due dates, and tax details into spreadsheets or accounting systems. The work is repetitive, prone to transcription errors, and creates a backlog that delays payment scheduling and supplier reconciliation.
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Solution
When an invoice arrives in the finance inbox, an AI agent interprets the attached document, identifies which fields are relevant based on the format and content it encounters, and extracts the values that matter for the team's records, such as vendor name, line items, totals, and due dates. It records the structured data in a central sheet.
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Impact
Invoice data is captured into a central sheet without manual transcription, giving the finance team a clean, organized view they can act on for payment scheduling, approvals, and reconciliation.
Benefits
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Faster invoice processing
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Reduced manual transcription
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Centralized payables records
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Fewer data entry errors
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Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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