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.
AI Agents
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Connector new name · Secure OAuth 2.0
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The outdated manual workflow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
1
STEP 1 : Create your accounting agent
Configure an agent in Swiftask dedicated to document analysis and financial data extraction.
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STEP 2 : Connect your Gmail account
Authorize secure access to your incoming emails. The agent only processes messages containing invoices.
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STEP 3 : Define the extraction schema
Tell the AI which fields to extract: invoice number, date, net amount, VAT, total, supplier.
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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
Increased precision
AI eliminates typos and entry errors related to human processing.
Productivity gains
Drastically reduce processing time and handle high volumes without effort.
Real-time visibility
Track the processing status of every invoice directly in Swiftask.
Simplified compliance
Every invoice is processed, archived, and traceable, facilitating internal and external audits.
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
| Metric | Before | After |
|---|---|---|
| Processing time per invoice | 5 to 10 minutes (manual) | Under 30 seconds (AI) |
| Entry error rate | 3 to 5% (human) | Close to 0% (automated) |
| Processing capacity | Limited by staff | Scalable without hiring |
| Processing cost | High (human time) | Drastically reduced |
Take action with new name
Eliminate manual data entry. Reduce errors and free up your finance team's time.