1.Detects new file in folder
Integrate Dropbox and cloud storage tools to watch new uploaded files in your receipt folder for processing.
Create receipt entries from newly uploaded cloud files
Automatically monitor new file in folder events across Dropbox. Create and update receipt records when receipt images or invoice files upload or file metadata matches, so you can capture evidence for reconciliation, route files to processed storage, and tag receipts without manual paperwork.
How this automation creates receipt evidence for reconciliation
When new receipt files land in a cloud folder, delayed entry can slow reconciliation and create audit gaps. This automation detects new uploads and creates receipts from images and moves files to processed storage—so your team can reconcile with confidence.
Dropboxor swap with your favorite app
2.Creates receipt from image
Integrate Dext, OCR tools, and invoice parsing to create receipt fields from the uploaded image for reconciliation.
Dextor swap with your favorite app
3.Moves file to processed folder
Integrate Dropbox and file management tools to move the original upload to a processed folder and add a processed tag.
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Schritt 2
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Schritt 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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