Workflow6 min read
Email → Parse → Review → Export: a 20‑minute setup
Set up inbound email, auto-parse, and send clean bills to QuickBooks or Xero with minimal touches.
Create a dedicated inbound address per client: invoices+token@yourdomain.com. Route that to your parsing endpoint so every attachment becomes a document.
Turn on auto-parse so documents land in the review queue with confidence scores and totals already calculated.
Set review rules: auto-approve when totals and vendor match your thresholds, and hold anything below confidence or missing fields.
Export bills to QuickBooks or Xero from the review queue. Use a single source of truth for vendor mapping.
Optional: enable auto-export for trusted vendors to remove the last manual step.
Want implementation details? See the API docs.