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.

Useful for
Accounting and finance teams who process employee and vendor receipts, controllers tracking expenses across the organization, and bookkeepers maintaining accurate expense records.

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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.

Benefits 

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.