AI Email Import

Forward a bill or bank statement by email, and AI reads the attachment for you.

What it does

When an email arrives at your configured inbox with a supported attachment (PDF, JPEG, PNG, WEBP, or CSV), it's automatically read and turned into a draft expense or draft bank-statement transaction, ready for you to review.

Only the attachment is read — the email's written text is never parsed. An email with no attachment is skipped entirely, and only unread mail received the same day is picked up.

Trusted senders

Add trusted email addresses to your whitelist. If your whitelist is empty, mail from any sender is processed; once you add addresses to it, only those senders' emails are picked up — everyone else is silently ignored.

Always lands in review

Every AI-created transaction becomes a Draft — nothing is posted straight to your books. High-confidence extractions are marked as ready for a quick approval; lower-confidence ones are flagged for closer review. Either way, you (or a teammate) still confirm and convert it into a real expense.

What AI fills in for you

Vendor, invoice number, date, amount, tax, and currency for a bill; the individual transactions, dates, and amounts for a bank statement. Fields like vendor, category, and account still need to be matched to your existing records during review — AI doesn't guess these.

Bank-Statements

Finance Dashboard