ERP + Email
ERP Email Capture Software
Turn shared-inbox bills and expenses into structured, review-ready records and export them into your ERP instead of rekeying email attachments by hand.
In many finance teams, bills and receipts start in a messy email inbox, and someone has to clean up the data before it reaches the ERP. Docsift is the controlled layer between the shared inbox and the ERP: capture, review, code, approve, and export, without copying attachments into the system by hand.
What matters here
Capture supplier bills and employee receipts from shared inboxes into one queue ahead of any ERP entry.
Keep records in draft with readable rules and human review so only clean data reaches the ERP.
Export approved records directly into NetSuite, with Google Drive and SharePoint as parallel handoffs.
The gap between the inbox and the ERP
Capture happens before the ERP
By the time a bill reaches the ERP it has usually been forwarded, downloaded, and retyped. Docsift owns that upstream stretch so the ERP receives a reviewed record instead of a raw attachment.
Email is the real intake channel
Finance mail lands in shared and personal inboxes, not in the ERP. Docsift consolidates that into a controlled intake queue so nothing is reconstructed from mailbox history.
Review before the system of record
Coding, totals, and approvals are cheaper to get right before posting. Docsift keeps records in draft until a reviewer signs off, then prepares a clean export.
One layer, configurable destination
The ERP can change without redesigning the whole process. Docsift keeps the capture-and-review layer stable while the export target stays configurable per company.
Why a dedicated capture layer beats ERP-only workflows
Direct NetSuite export
Docsift exports approved vendor bills and expenses into NetSuite through a per-company connection, so the email-to-ERP path is one workflow rather than a manual bridge.
Readable rules, not buried logic
Company rules that route and code documents are written in plain language finance can maintain, instead of being locked inside ERP customizations.
Optional, bounded AI
Extraction can accelerate review, but companies can disable AI or cap spend and still run the full intake, review, and export flow manually.
Auditability across the handoff
Approval events, audit logs, and export payload snapshots mean the trail does not end when the record leaves for the ERP.
Frequently asked questions
Which ERPs does Docsift export to?
Docsift exports directly to NetSuite, alongside Google Drive and SharePoint document workflows. The capture-and-review layer does not depend on a specific ERP, so the upstream workflow stays the same if your destination changes.
Is this just OCR for an ERP?
No. Extraction is one optional step. The core value is controlled email intake, human review, coding, approval, and a clean export into the ERP.
Does posting to the ERP happen automatically?
No. The workflow is review-led. Records export only after a finance reviewer approves them.
See how this works on your own invoices.
Book a demo to walk through capture, review, approval, and export for your document types and your export destination.