Receive a receipt in Outlook, read it with OCR, and register it in the freee accounting file box.

■Overview

This is a flow to read receipts received in Outlook using OCR and register them in the file box of freee accounting.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. People who manage their daily emails using Outlook

・Those who want to easily organize expense receipts received in Outlook

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2. Sole proprietors or companies using freee accounting

・Those who want to streamline the recording and processing of expenses

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■Benefits of using this template

By using the flow to read receipts received in Outlook with OCR and register them in the file box of freee accounting, you can reduce the cumbersome task of registering receipts.
This helps improve the efficiency of accounting tasks and prevents careless mistakes.

Additionally, with rapid data updates, you can quickly respond to subsequent tasks.
This will lead to faster and more accurate operations, enhancing the overall productivity of the company.

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■Notes

・Please connect both Outlook and freee accounting with Yoom.

・You can choose 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 too small.

・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set flow bot will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.