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Invoices and receipts captured from email

Invoices, receipts and statements that arrive by email are saved with their attachments into a review queue for the books, sorted by company.

EXAMPLE REQUEST

What you ask.
What comes back.

An illustrative exchange with sample data. Your agent works on your own systems and records.

Good for: Finance & accounting, Owners & leadership
Industries: Professional services, Hospitality & wellness

Books intakeMailbox + accounting
Sample data

What came in for the books this week?

3 new items this week:
Example Payroll Services · invoiceCompany A
Queued
Example Auctions · invoiceCompany B
Queued
Card statement · OctoberCompany A
Queued
Illustrative example with sample data. Nothing here was sent or posted.

WHAT LUMINORIX DOES

Step by step.

  1. Watches the mailboxEvery 15 minutes it looks for invoices, receipts, statements and remittances, in English and Spanish.
  2. Keeps the filesSaves the email and every attachment with it.
  3. Sorts by companyRoutes each item to the right set of books using sender rules you control.
  4. Queues for the booksNew items wait in a queue; the next books review posts or skips each one.
  5. Tells you onceOne short message per batch with what arrived.

SYSTEMS IT CONNECTS

Works with what you use.

  • Microsoft 365 mail
  • Odoo
  • Telegram

Connector availability, data scope and permitted actions are confirmed for your systems before deployment.

WHERE YOU STAY IN CONTROL

Clear boundaries.

Capture is automatic, posting is not

Nothing is posted to accounting from the inbox alone.

No duplicates

Each message is captured once, by its message ID.

Your senders, your rules

Our own outgoing mail and senders you exclude are ignored.

RELATED USE CASES

START WITH ONE RECURRING JOB

Which work should an agent
take off your plate first?

Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.