
How to automaticallyprocess email receipts?
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Most receipts and invoices arrive by email: subscriptions, online orders, ride-shares, ad spend, hotel bookings, and supplier bills. Downloading every PDF or copying details from each email quickly turns into busywork.
With automated email forwarding, accountants and business owners can eliminate tedious workflows, practically removing manual data entry and uploading entirely.
Learn how you can automate email capture for receipts, invoices, and bank statements with ReceiptsAI.
1. How to setup email forwarding for receipts & invoices?
To set up email forwarding, first copy your private ReceiptsAI forwarding address from your account. Then add it as a forwarding destination in Gmail, Outlook, or your business email provider.
The best setup is a filtered rule that forwards only receipt and invoice emails. Match known vendor domains, labels, or subject words like receipt, invoice, order, and payment so new documents are processed as soon as they land in your inbox.
Step-by-step guides for setting up email forwarding
Choose your email provider for step-by-step instructions on setting up auto-forwarding for receipt and invoice emails.
Guide for Gmail
Set up Gmail forwarding and filters for receipt, invoice, and statement emails.
Open guide →Guide for Outlook
Create Microsoft 365 / Outlook mail rules that forward matching financial emails automatically.
Open guide →Guide for Zoho Mail
Configure Zoho Mail filters to route receipts and invoices to ReceiptsAI.
Open guide →2. How does receipt email forwarding work?
Receipt email forwarding sends a copy of a receipt or invoice email to a dedicated processing inbox. Instead of opening the email, downloading attachments, and entering fields by hand, you send it to ReceiptsAI and let the system read it.
Every ReceiptsAI account gets a private forwarding address. Anything sent to that address is treated as a document to process, including the email body, HTML receipt layout, PDF attachments, and image attachments.
After the email arrives, ReceiptsAI extracts merchant, date, amount, tax, payment, currency, invoice number, and line-item data where available. The result appears in your dashboard categorized, searchable, and ready to export.
The receipt email forwarding flow
- Forward the receipt manually or through an email rule
- ReceiptsAI reads the message body and supported attachments
- AI extracts the important bookkeeping fields
- The receipt is categorized and saved to your dashboard
- You can review, search, and export the data when needed
3. How to forward a receipt directly from my phone?
You can forward receipts from your phone with the same email app you already use. Once ReceiptsAI gives you a private forwarding address, save it as a contact so it is easy to find from iPhone Mail, Gmail, Outlook mobile, or any Android email app.
When a receipt arrives, open the message, tap forward, choose your ReceiptsAI contact, and send it. The email is processed in the background, and the extracted receipt data appears in your dashboard within seconds.
Forward from your phone in 4 steps
- Copy your private ReceiptsAI forwarding address
- Save it as a contact called ReceiptsAI
- Open the receipt or invoice email on your phone
- Tap Forward and choose your ReceiptsAI contact
- Send the email and review the extracted data in your dashboard
Tip: Forward as attachment for HTML-heavy emails
Most mobile forwards work cleanly. For tricky senders where the original formatting matters, use your email app's "Forward as attachment" option if it is available. This preserves the original message and gives the AI the cleanest possible input.
4. What types of emails can be processed?
ReceiptsAI can process the email formats businesses receive every day: plain-text receipts, HTML receipt layouts, PDF invoices, image attachments, and vendor confirmation emails. It reads both the message body and the supported files attached to the message.
This works for many common business purchases, including SaaS subscriptions, online marketplaces, ride-share and delivery receipts, travel bookings, ad platform invoices, payment processor receipts, and supplier invoices.
Supported email and attachment types
- HTML and plain-text receipt emails
- PDF invoices and receipts attached to emails
- JPG, PNG, and WEBP image attachments
- Multi-attachment emails, split into separate records automatically
- Vendor confirmations from Amazon, Uber, Stripe, PayPal, Shopify, DoorDash, and more
Email senders that work great with forwarding
- SaaS invoices (Stripe, Notion, Slack, GitHub)
- Ride-share and delivery (Uber, Lyft, DoorDash)
- Online marketplaces (Amazon, Shopify, eBay)
- Travel bookings (hotels, flights, car rentals)
- Ad platforms (Google Ads, Meta, LinkedIn)
- Freelance platforms (Udemy, Fiverr, Upwork)
Security & privacy
Forwarded emails are encrypted in transit and at rest, processed in isolated environments, and never used to train AI models or shared with third parties. You can permanently delete any forwarded record at any time.
Read the full guide on data security
Read our privacy policy
Benefits of AI Email Data Capture
From Inbox to Spreadsheet in HoursMinutes
Less Manual Entry
- 95%
- Average reduction in manual receipt email data entry
Weekly Time Savings
- 4 hrs
- Estimated time saved of manual data entry
Processing Time
- 20 sec
- Average time from email to export ready data
Net Yearly Savings
- $4,440
- Estimated annual savings after subscription costs


