How to automatically process email receipts

How to automaticallyprocess email receipts?

Richard Wichhart

Richard Wichhart

Last updated: 15 May 20265 min read

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.

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

  1. Copy your private ReceiptsAI forwarding address
  2. Save it as a contact called ReceiptsAI
  3. Open the receipt or invoice email on your phone
  4. Tap Forward and choose your ReceiptsAI contact
  5. 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

Save time managing receipts

Join 300+ small businesses around the world who use ReceiptsAI to assist with their bookkeeping.

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