Email-to-Bill and Draft Bills

Email-to-Bill is an included Pro capability when it is enabled for your workspace. Your unique address appears under Settings → Automation → Email-to-bill and on Workspace → Draft Bills.

Forward a supplier invoice from a trusted sender to that exact address. Experi validates supported PDF, JPEG, PNG and WebP attachments, extracts text and values in an isolated, resource-limited process, and discards the original attachment. Sanitised previews may be shown for review, but the original file is not offered for download.

Always review the draft

Parsing is a suggestion, not approval. Check or complete:

• supplier and supplier invoice number;
• issue date, due date and any inferred dates;
• subtotal, VAT and total;
• currency and exchange information;
• description, category, tax treatment and VAT handling;
• optional project;
• payment status, method and paid date.

Confirm only after the fields match the supplier invoice. Confirmation creates the Bill; the email draft itself is not included in financial reporting. Delete an unwanted draft from its review screen.

Unsupported, unreadable or suspicious files show a warning and are not silently turned into a Bill. Rotate the inbox address in Settings if it is exposed or receiving unwanted mail.