This task can be performed using Polyfile
Search and organize files across 20+ cloud apps
Best product for this task
Polyfile
productivity
Polyfile is the automation tool built for document workflows β with search and organization included. Small businesses often manage files across apps like Gmail, Drive, Dropbox, Slack, Zoom without a central place. A daily task like entering invoice data from an email into accounting software β or even a simple search β becomes a chore and is still done manually. Polyfile solves it connecting 20+ apps so teams can search, organize, and automate document workflows without code or expensive technical setup.
What to expect from an ideal product
- Polyfile connects directly to your email and accounting software, automatically pulling invoice data from attachments and pushing it into the right fields without any manual typing
- Set up rules once to recognize invoice formats from different vendors, then let Polyfile handle the data extraction and entry every time new invoices arrive in your inbox
- Works with 20+ popular apps including Gmail, QuickBooks, Xero, and other accounting platforms, so you don't need to switch tools or learn new systems
- Eliminates the tedious copy-paste routine by reading invoice details like amounts, dates, and vendor names from PDFs and images, then mapping them to your accounting software automatically
- No technical skills needed - drag and drop to create workflows that turn hours of manual invoice entry into a few minutes of setup time
