1.Captures incoming invoice attachments
Integrate Gmail and email parsing tools to capture attachment and metadata for processing invoice PDFs.
Create draft bills from invoice email attachments for finance
Automatically monitor new invoice email attachments across Gmail for AP review. Create and update when invoice PDFs arrive, so you can extract invoice fields, create draft bills in Xero, and attach source documents without manual data entry.
How this automation creates draft bills from invoices
When invoice PDFs arrive as email attachments, manual review can slow down payables and increase keying errors. This automation captures attachments and metadata, uploads files for AI extraction, and creates draft bills in Xero so your team can review faster.
Gmailor swap with your favorite app
2.Uploads PDFs for OCR analysis
Integrate ChatGPT (OpenAI) and OCR analysis tools to upload the PDF for automated invoice field extraction.
ChatGPT (OpenAI)or swap with your favorite app
3.Extracts structured invoice fields
Integrate AI by Zapier and invoice extraction tools to parse amount due, due date, reference number, and invoice date.
AI by Zapieror swap with your favorite app
4.Creates draft bills in Xero
Integrate Xero and accounting workflows to create draft bills with mapped fields and attach the original PDF.
Xeroor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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