Invoice Intake Hub

Invoices arrive everywhere - attached to emails, uploaded by hand, or sitting unprocessed in a shared folder - and the ones that slip through get paid late or paid wrong. This assistant captures invoices from every channel into one AP queue, reading each document to extract the vendor, amount, dates, and PO, then flagging anything that doesn't match the purchase order or agreed total. Your team works one consistent queue, and every exception surfaces before payment.

Category: Finance

How it works

1. An invoice arrives from any channel - attached to an email, uploaded by hand, or picked up by a scheduled sweep of your shared folder - and triggers the assistant.
2. It reads each invoice document directly, extracting the vendor, invoice number, amount, dates, and PO into one consistent record.
3. It checks each invoice against its purchase order and expected total, flagging mismatches, duplicates, and missing POs.
4. Every invoice lands as one row in your shared AP queue, ready for your team to review and approve.

Key benefits

• Stop losing invoices scattered across inboxes and folders
• Catch PO and amount mismatches before they are paid
• Replace manual data entry with consistent field extraction
• Work one ranked AP queue instead of chasing attachments

Use cases

• Accounts payable teams consolidating invoices from every source
• Finance and controllers enforcing PO-match before payment
• Small businesses without a dedicated AP clerk
• Operations teams processing high invoice volume

Works with Gmail

This assistant connects to Gmail once. No code required. It is not a plain field-copy integration: as data moves, the AI adds a real decision step (classify, extract, prioritize, draft). You set the autonomy level: ask for drafts and every send to Gmail waits for your review, or instruct it to send and it runs fully automatic.

Automation coverage and limits

• Gmail: 2 verified event triggers in the integration catalog can start an assistant automatically. Exact delivery timing depends on the integration; we do not promise real-time.

This assistant only reaches operations verified in the integration catalog, through a connection you authorize and can revoke. Capability facts last verified against the catalog on 2026-07-10.

Good to know

Connect Gmail once; manual uploads and scheduled folder sweeps need no extra setup. The assistant reads, extracts, and flags - it never approves or pays. You review every flagged invoice before it is routed for payment.

Frequently asked questions

How does Invoice Intake Hub capture invoices from email?

You connect Gmail once, and the assistant automatically monitors incoming emails for invoice attachments, extracts the data, and adds them to your AP queue.

Do I need to write any code to set this up?

No, the assistant is no-code. You connect Gmail, configure your shared folder for sweeps, and it works out of the box.

Which apps does it connect to?

It connects to Gmail for email capture. Manual uploads and scheduled folder sweeps work without extra integrations.

Does it automatically approve and pay invoices?

No, it only reads, extracts, and flags mismatches. A human must review and approve every invoice before payment.

How accurate is the data extraction from invoices?

It extracts vendor, amount, dates, and PO fields consistently, but you should verify flagged items for accuracy before approval.