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Create project expense records from emailed receipt PDFs

Create project expense records from emailed receipt PDFs

Your emailed receipts are unrecorded, scattering expense data and creating extra reconciliation work for project teams. They become searchable expense records for project managers and finance, available within minutes.

Create project expense records from emailed receipt PDFs

Overview

Receipt emails often sit unrecorded, creating extra reconciliation work and delaying reimbursements. This flow turns emailed PDFs into standardized expense records so project managers and finance have ready data within minutes ahead of month-end close.

Create project expense records from emailed receipt PDFs