Find every supplier invoice sitting in your mailbox and still missing from the books. What is missing comes back ready to post, with its attachment. The documents move straight from the mailbox into storage and never pass through the AI.
The Agentic Part
An agent searches the mailbox for supplier invoices and matches every hit against what is already booked. Whatever is missing from the books, it assembles ready to book, attachment included. For the search, it uses its own restricted permission, and both lists can be queried straight from chat.
Main Features
- The search uses its own restricted permission, not a personal login
- Mailbox findings 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
Use Cases
- At month end, someone needs to check that every supplier invoice in the mailbox is actually booked. A question about the period searches the mailbox and shows what's still missing, ready to book.
- An attachment from a supplier email needs to land in the archive automatically, without an AI reading it first. Documents move straight from mailbox to archive.
- An employee wants to know from chat where a particular document was filed. The answer sits on the matching entry.
- For data-protection reasons, the mailbox search shouldn't run under a personal login. The search uses its own restricted permission.
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
