Finance
Available
Invoice agent
Forward supplier invoices to your AppBird address and the agent reads the amount, date, supplier and tax, then adds a row to your sheet.
Quick facts
- Runs
- Runs on every email
- Needs
- Forwarding email, Google Sheet
- Access
- Read, and send with your approval
- Setup time
- About 4 minutes
- Plans
- Free and up
What it does
-
STEP 1
Invoice arrives
You forward it, or your supplier sends it to your AppBird address.
-
STEP 2
Reads the document
Pulls supplier, number, date, amounts and tax from the email or PDF.
-
STEP 3
Checks itself
Leaves anything unclear empty instead of guessing, and flags large amounts.
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STEP 4
Logs the row
Adds a line to your sheet so your accountant has everything in one place.
Runs on its own
- Reading forwarded invoices
- Adding rows to your sheet
- Skipping emails that are not invoices
Waits for your approval
- Invoices over the amount you set
- Anything it could not read clearly
You can switch any task to automatic once you trust it.
What you tell it when setting up
| Question | Why it is asked |
|---|---|
| Ask me about invoices over (needed) | In your own currency. |
| Usual currency | For example: INR |
| Extra instructions | For example: Our GST number is ... . Ignore invoices from our landlord. |
Works well with
Start the Invoice agent free
The free plan includes one agent and 100 runs a month.