USER GUIDE
User Guide
Email Import / Automatic processing
Automatic processing
Email processing workflow
When an email arrives at the import address, the following automatic process starts:
Processing steps
1
Email reception — The system receives the email and identifies attachments.
2
PDF extraction — PDF files are extracted.
3
AI processing — The AI reads and interprets the invoice content, extracting all data.
4
NAV matching — If the invoice is already synced from NAV, the system automatically matches the data and attaches the invoice image.
5
Categorization — If the partner's previous invoices were categorized, automatic categorization is applied.
Credit usage
Email import AI processing uses 1 credit per PDF.