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Automate your invoice processing from Gmail

Swiftask connects your AI agents to your Gmail inbox. Automatically extract key data from your invoices and speed up your payment cycles.

Result:

Eliminate manual data entry. Reduce errors and free up your finance team's time.

Manual invoice processing from email is a bottleneck

Receiving invoices by email sounds simple, but processing them is complex. Opening, downloading, extracting, entering into the ERP, filing: this manual process is slow, expensive, and prone to human error.

Main negative impacts:

  • High risk of entry errors: Manual entry of amounts, dates, and VAT numbers often leads to errors, negatively impacting accounting and supplier relationships.
  • Delayed payments: Manual processing slows down the approval cycle, risking payment delays and loss of visibility on cash flow.
  • Lost operational time: Your finance teams spend hours on repetitive tasks instead of focusing on financial analysis and strategy.

Swiftask automates the entire invoice flow from Gmail. Your AI agent detects emails, extracts data, verifies information, and sends it to your accounting system.

BEFORE / AFTER

What changes with Swiftask

The outdated manual workflow

A staff member receives an invoice via email, downloads it, opens the ERP, manually enters each line, and archives the document. With high volume, invoices pile up, errors occur, and stress increases.

The intelligent Swiftask process

As soon as an invoice arrives in Gmail, the Swiftask agent detects it, instantly extracts structured data (amount, supplier, VAT), validates the information, and sends it directly to your management tool.

4 steps to automate your invoices with Swiftask

STEP 1 : Create your accounting agent

Configure an agent in Swiftask dedicated to document analysis and financial data extraction.

STEP 2 : Connect your Gmail account

Authorize secure access to your incoming emails. The agent only processes messages containing invoices.

STEP 3 : Define the extraction schema

Tell the AI which fields to extract: invoice number, date, net amount, VAT, total, supplier.

STEP 4 : Sync with your ERP

Connect the extraction result to your accounting software or via webhook for a seamless integration.

Advanced AI processing capabilities

The agent analyzes email content and attachments (PDF or images) to ensure precise extraction of financial data.

  • Target connector: The agent performs the right actions in new name based on event context.
  • Automated actions: Automatic supplier recognition, intelligent amount extraction, due date detection, automatic email archiving, and triggering approval workflows.
  • Native governance: Every step of the process is tracked and verifiable in the Swiftask dashboard to ensure full compliance.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-new-name@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Strategic benefits for your finance department

1. Increased precision

AI eliminates typos and entry errors related to human processing.

2. Productivity gains

Drastically reduce processing time and handle high volumes without effort.

3. Real-time visibility

Track the processing status of every invoice directly in Swiftask.

4. Simplified compliance

Every invoice is processed, archived, and traceable, facilitating internal and external audits.

5. No-code flexibility

Adapt extraction rules without needing development skills.

Financial data security

Swiftask applies enterprise-grade security standards for your new name automations.

  • Secure Gmail access: The integration uses OAuth2 standards to ensure the security and privacy of your emails.
  • Confidential processing: Swiftask processes your data with strict isolation between workspaces.
  • Full audit trail: Detailed history of every processed invoice for full transparency.
  • GDPR compliance: Data management compliant with the strictest European standards.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Measurable impact on your accounting

MetricBeforeAfter
Processing time per invoice5 to 10 minutes (manual)Under 30 seconds (AI)
Entry error rate3 to 5% (human)Close to 0% (automated)
Processing capacityLimited by staffScalable without hiring
Processing costHigh (human time)Drastically reduced

Take action with new name

Eliminate manual data entry. Reduce errors and free up your finance team's time.

Turn your Gmail emails into structured meetings with AI

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