Extract receipt data from email attachments
Capture receipts from labeled emails, read them with an AI receipt scanner, and log vendor, item, and price details to a central sheet to automate expense tracking.
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On a set schedule, an AI agent checks [email platform, e.g. Gmail/Outlook] for emails labeled as receipts, fetches their attachments, works out which one is the receipt document, and reads it to extract the vendor, the items purchased, and their prices. It logs these details to [spreadsheet tool, e.g. Google Sheets/Excel, or expenses database] along with the email's message ID, sender, and date, giving the team an organized record of every expense without manual data entry.
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Problem
Finance teams manually extract data from receipts submitted by employees and vendors, copying line items, totals, dates, and tax details into spreadsheets or accounting systems. The work is repetitive, prone to transcription errors, and creates a backlog that delays expense visibility and reimbursements.
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Solution
When an email in the inbox is labeled as a receipt, an AI agent fetches its attachments, works out which one is the receipt document, and reads it to extract the vendor, the items purchased, and their prices. It logs these details to the expense sheet along with the email's message ID, sender, and date, giving the team an organized record of every expense without manual data entry.
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Impact
Receipt data is captured into a central sheet without manual transcription, giving the finance team a clean, organized view they can act on for reporting, reimbursement, and reconciliation.
Benefits
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Faster receipt processing
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Reduced manual transcription
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Fewer data entry errors
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Shorter reimbursement cycles
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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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