Add invoice data from email attachments to tracker
Add invoice data from email attachments to tracker
Unstructured invoice PDFs in your inbox slow your billing and make job costing unclear. Get parsed invoice rows into your material tracker so you can reconcile and pay vendors same day.
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Overview
Invoices buried in email slow reconciliation and obscure job margins for small glass contractors. This flow extracts invoice data and records rows in your material tracker so billing staff can reconcile and schedule payments the same day.