Email Capture
Email Invoice Capture Software
Capture invoices from shared inboxes, turn them into review-ready records, and keep approvals and export prep in one finance workflow.
Email is still where many finance workflows start. The problem is not just reading invoice attachments. It is turning supplier mail into a controlled record with traceable review, approval, and export handling. Docsift is built around that shared-inbox problem first.
At a glance
Forward supplier mail into one controlled intake queue instead of personal inboxes.
Keep the source email, attachments, and structured draft record tied together during review.
Apply finance rules before the record leaves the intake layer for approval or export.
What good email invoice capture actually solves
One intake surface for supplier mail
Invoices, credits, and finance attachments often arrive through shared inboxes. Docsift centralizes that intake so operators do not have to reconstruct the workflow from mailbox history.
Draft records instead of disconnected attachments
The value is not just pulling text from PDFs. Docsift creates a draft record that stays editable while finance validates the document and prepares it for approval.
Rules while the record is still upstream
Company rules can shape routing, document type, and downstream preparation before the record is approved, which reduces cleanup later.
A clean handoff after review
Once approved, the record can move into a spreadsheet, CSV export, or ERP workflow without finance copying the data into a second system by hand.
Why email capture needs more than extraction
Inbox history is not an approval system
Teams need queue states, not just forwarded messages. Docsift gives finance a review and export workflow instead of leaving status buried in email threads.
Attachments stay traceable
The original files remain connected to the structured record so reviewers can confirm what was submitted and what changed before approval.
Optional AI stays bounded
Extraction can help populate the draft, but companies can still disable AI or enforce spend limits without breaking the intake workflow.
Downstream mapping stays configurable
The destination still matters, but it should not define the whole experience. Docsift keeps the intake layer stable while each company controls its export configuration.
Frequently asked questions
Is this only for NetSuite teams?
No. NetSuite is one downstream path at launch, but the page is about the upstream shared-inbox workflow that happens before any export target is chosen.
Can email invoice capture work without AI?
Yes. Docsift still supports intake, draft creation, review, approval, and export preparation when extraction is handled manually.
What makes this different from forwarding invoices into a mailbox rule?
A mailbox rule moves email. Docsift turns the email into a controlled finance record with statuses, review steps, approval handling, and downstream export history.