Automating email data entry into accounting software

[BGARK]

I'm in search of a software solution or add-on that can help streamline our accounting process by automatically extracting data from emails and inputting it into my accounting software. Essentially, I'm looking for a tool that can:

1. Receive emails containing relevant financial information
2. Extract data from either the email body or attachments
3. Automatically enter the extracted data into the appropriate fields within my accounting software

This would greatly reduce the manual effort required to keep financial records up to date based on email correspondence.

I would greatly appreciate any insights, recommendations, or experiences you can share regarding software or add-ons that can accomplish this task. If you have used or know of any tools that fit this description, please let me know.

Thank you in advance for your help!

[BGARK]

2 sMoKiN bArReLs said:

I'm a bit of an old fossil...

...but, wouldn't you worry about control balances etc to make sure the right stuff was populated correctly?

We also use the Xero expenses app, take a photo of a receipt or invoice, add to "drafts", then check the criteria is correct.

Repeatable suppliers, account codes can be setup.

Why spend an hour on a task when it can be done in 10 mins?

There is a forum in Xero whereby hundreds of people have ask the same thing.... eg why do we have to take a photo of a printed invoice and upload it for analysis why not just email it straight to the system (it wont let you)

[BGARK]

andyb28 said:

What exactly is being emailed?
Is it likely stuff that Dext could handle?

Email isn't a great platform to have in the middle.
However, if thats your only way, take a look at Zapier and Power Automate as tools that can help you achieve what you want to do.

Most suppliers email us invoices, few post, thus another manual process is to type this into software, seems pointless if it can be automated.

Dext looks interesting, thanks for that.

Zapier is something are looking at testing also.

[BGARK]

grumbas said:

I use Xero, you can set up an email address in Xero that you forward invoices to as received.

Xero will then extract what it can and save it as a draft bill for correction (if needed) and approval.

I find it's pretty good with any sort of standard invoice template (eg Microsoft invoices) but can struggle with anything very bespoke (eg a small business knocking something up in Word).
.

That's interesting, I assumed Xero could not do this.... is there a particular area or setting you could direct me to, thanks, does it work from the body text also, (eg an Amazon invoice)