Extract receipt data from email attachments
Read incoming receipts from email, extract the relevant expense data, and record it in a central sheet for the finance team.

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On a set schedule an AI agent checks the [email inbox/platform, e.g. Gmail/Outlook] for new receipts. It interprets the receipt document, identifies which fields are relevant based on the format and content it encounters, and extracts the values [that matter for the team's records]. It records the structured data in [central sheet/spreadsheet tool, e.g. Google Sheets/Excel], adapting how it handles each submission based on what the document contains.
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Problem
Finance teams manually extract data from receipts submitted by employees and vendors, copying line items, totals, dates, and tax details into spreadsheets or accounting systems. The work is repetitive, prone to transcription errors, and creates a backlog that delays expense visibility and reimbursements.
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Solution
When a receipt arrives by email, the agent interprets the document, identifies which fields are relevant based on the format and content it encounters, and extracts the values that matter for the team's records. It records the structured data in a central sheet, adapting how it handles each submission based on what the document contains.
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Impact
Receipt data is captured into a central sheet without manual transcription, giving the finance team a clean, organized view they can act on for reporting, reimbursement, and reconciliation.
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Benefits
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Faster receipt processing
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Reduced manual transcription
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Centralized expense records
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Cleaner accounting data
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Solutions
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.


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