Part of CRM Business Hub A document inbox that reads receipts
Snap a receipt and the AI types it in for you
Receipts pile up in jackets, mailboxes and glove compartments, and someone has to type them in. The CRM inbox takes that job off your desk. Drop in a photo or a PDF and the AI reads the number, the date, net, tax and gross, and every line item. It even suggests the supplier and shows you how sure it is.
Getting documents in is as easy as you like. Drag files onto the inbox, or connect an IMAP mailbox and let the CRM collect what your suppliers send. Every document shows whether it is ready to convert or needs a quick look. One click turns it into a supplier bill or an expense, and a new supplier is created on the way if you do not have one yet.
Key Benefits
No more typing: number, date, net, tax, gross and line items read from a photo or PDF
Drag and drop files, or let the CRM collect them from an IMAP mailbox
The supplier is suggested with a match score, or created when you convert
One click turns a checked document into a supplier bill or an expense
Drop, forward or fetch your receipts
Drag and drop, or let the CRM collect them by e-mail
Drag photos and PDFs straight onto the inbox, or connect an IMAP mailbox and forward whatever your suppliers send. The CRM collects new messages on its own and lines up every document with its status, so you always know what is ready to convert.
Use Cases
The shoebox of receipts
Month end, twenty paper receipts on the desk. Photograph them, drop the photos into the inbox, and check the figures instead of typing them.
Bills that arrive by e-mail
Connect the mailbox your suppliers write to. New bills appear in the inbox on their own, read and ready for a look.
A supplier you have never used
The AI reads a name that is not in your list yet. Convert the document and the supplier is created with it, so your records stay complete.
FAQ
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