■Overview
This is a flow that reads receipts received in Gmail using OCR and registers them in the file box of freee accounting.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Gmail for daily email management
・Those who want to efficiently manage receipts and streamline accounting processes
2. Companies that have implemented freee accounting for their accounting operations
・Those who want to improve operational efficiency and reduce the burden of accounting tasks
■Benefits of using this template
By using the flow that automatically registers receipts received in Gmail using OCR into the file box of freee accounting, you can save time and effort.
There is no need to manually register receipts, improving work efficiency.
Additionally, the registered information is quickly reflected in the accounting system, enhancing the overall efficiency of accounting operations.
This allows accounting personnel to focus on more important tasks, leading to an overall increase in productivity.
■Notes
・Please connect Yoom with both Gmail and freee accounting.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).


When an expense application, various applications, or payment request is created or updated
When expense claims, various requests, and payment requests are approved
When an expense application is created or updated (webhook)
When various applications are created or updated (webhook)
When a payment request is created or updated (webhook)
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
Get Company List
Create Unsettled Deal
Create Settled Deal
Retrieve Wallet Accounts
Get Unsettled Deal IDs
Get Overdue Unsettled Deal IDs
Retrieve Deal
Create Deal Payment (Record Settlement)
List Invoices
Get Invoice Details
List Estimates
Get Estimate Details
Create Partner
Search Partners
Get Partner Details
Update Partner (Basic Info)
Update Partner (Bank Account Information)
Retrieve Account Items
When an expense application, various applications, or payment request is created or updated
When expense claims, various requests, and payment requests are approved
When an expense application is created or updated (webhook)
When various applications are created or updated (webhook)
When a payment request is created or updated (webhook)
Get Company List
Create Unsettled Deal
Create Settled Deal
Retrieve Wallet Accounts
Get Unsettled Deal IDs
Get Overdue Unsettled Deal IDs
Retrieve Deal
Create Deal Payment (Record Settlement)
List Invoices
Get Invoice Details
List Estimates
Get Estimate Details
Create Partner
Search Partners
Get Partner Details
Update Partner (Basic Info)
Update Partner (Bank Account Information)
Retrieve Account Items
Upload Supporting Documents to File Box
Retrieve Statement Lines
List Approval Requests
Retrieve Specific Request Information
Search Requests
Create Journal Entry
Create Request
Get Department List
Register Unsettled Transaction (multiple line items)
Register a settled transaction (multiple line items)
Create a payment request
Get payment request list
Search payment requests
Get a specific payment request
Update File Box receipt file information
Get list of approval routes
Get list of General Request forms
Get General Request form details
Download receipt file from File Box
Update a General Request
Update deal
Create expense application
List expense applications
Search expense applications
Get details of a specific expense application
Delete Transaction
Retrieve Profit and Loss Statement
Retrieve Balance Sheet
Retrieve Manufacturing Cost Report
Retrieve Manufacturing Cost Report (Year-over-Year Comparison)
Get Manufacturing Cost Report (Department Comparison)
Approval actions for requests
Search transactions
Get users in company
Create invoice
Get company tax codes
Create deal line items
Get item list
Get memo tag list
Get segment tag list
Update transaction line items
List transactions
Update transaction payment line
Search account statements
Retrieve Partner List
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
List Message IDs
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message