At month end, what is usually missing is not an overview of what has already been booked, but of what is still open. A question about the period is enough, and the list of invoices still open comes back.
The mailbox is searched for supplier invoices, each one matched against what has already been booked, and whatever is missing comes back ready to book, attachment included. The documents themselves move straight from mailbox to archive and never pass through the AI.
That saves going through the mailbox by hand just to find out what is still outstanding this month.
What ports as-is
- The mailbox search runs on its own restricted permission, with nobody logging in
- Findings in the mailbox are matched automatically against what is already booked
- Attachments move straight from mailbox to archive
- Where a document was filed is noted on the matching entry
- Both can be queried straight from chat
What we build for you
- Which mailbox and which folders are searched
- The permission and the access rule that scopes it
- The vendor list and the rule for what counts as booked
- Where the archived documents are stored
