RE: System for sweeping Invoice .pdf’s from Email into Netsuite

Hello,

Would the community know a system or way to sweep accounts payable invoice .pdf’s

from a shared service email box and import them into Netsuite.

 

I am thinking there might be a third party software that can help do this but unsure.

 

Thank you

John

 

Dokken50 Rookie Asked on February 2, 2022 in Accounting.
Add Comment
1 Answers

I use Tray.io for this task since they have an “email trigger”.  You would use Tray’s PDF Helper tool to extract the data. I use their CSV Helper tool to convert files into json and import the invoices into NetSuite. Tray is able to apply logic to the fields to do type conversion and date correction before importing so it is more capable than the native CSV template import inside NetSuite.  

 

They are an ETL solution that is not as drag and drop as Celigo but with a more granular approach with debugging capabilities.  We use it in lieu of building the integrations directly in NetSuite.   Beyond that,  I’ve used bill.com and receiptbank for OCR to bill importing but they lacked or charge per line for invoice detail imports.

Rookie Answered on February 2, 2022.

Hi Joe,

Thank You!

This is super Helpful and what I after.

I will look into this product.

Are you in the accounts payable space well.

on February 2, 2022.

Great, I’m glad I could help.  I’m not in the AP business but like any business,  we have many invoices and want to capture the detail level we need to accurately track costs.

on February 2, 2022.

look into MineralTree, Avidxchange or Tipalti

on February 3, 2022.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.