- Invoice Automation
- Invoice Management
- Invoice Automation
Process and organize incoming invoice data and attachments
Automate the intake, extraction, and storage of invoice data and attachments to streamline your accounting workflows. This category ensures all incoming invoices are automatically captured from emails or webhooks, organized into appropriate folders or databases, and available for immediate review. By eliminating manual handling, you reduce errors, accelerate processing times, and maintain consistent record-keeping.
Filter by common apps:
Gmail
Google Drive
monday.com
QuickBooks Online
Formatter by Zapier
Airtable
Dext
Filter by Zapier
PDF.co
ChargeOver
Webhooks by Zapier
Sera Systems
HubSpot
Email by Zapier
Looping by Zapier
Jobber
Google BigQuery
Dropbox
- Process invoices from Gmail, upload attachments to Google Drive, and create items in monday.com
- Transfer new QuickBooks Online invoices to Airtable and update records
Transfer new QuickBooks Online invoices to Airtable and update records
- Receive invoice attachments in Gmail, and submit receipts to Dext for expense management
Receive invoice attachments in Gmail, and submit receipts to Dext for expense management
- Process invoices from Gmail to QuickBooks Online using PDF.co
Process invoices from Gmail to QuickBooks Online using PDF.co
- Send new invoice details from ChargeOver to a database via Webhooks
Send new invoice details from ChargeOver to a database via Webhooks
- Create note in HubSpot for accepted invoice in Sera Systems with details
Create note in HubSpot for accepted invoice in Sera Systems with details
- Receive invoices via email, loop through items, and upload to Google Drive
Receive invoices via email, loop through items, and upload to Google Drive
- Transfer new invoice data from Jobber to Google BigQuery for analysis
Transfer new invoice data from Jobber to Google BigQuery for analysis
- Upload new invoice files from Dropbox to monday.com and clean up file names
Upload new invoice files from Dropbox to monday.com and clean up file names