Receive a receipt via email, read it with OCR, and register it in the freee accounting file box.
■Overview
This is a flow to read receipts received by email using OCR and register them in the file box of freee accounting.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use freee accounting for accounting tasks
・Those who manually register receipts received by email into other tools
・Those who want to streamline file management
■Benefits of using this template
By using this automated flow, you can achieve operational efficiency.
First, there is no need to manually process receipts received by email, and you can read data accurately and quickly using OCR.
Furthermore, since it is automatically registered in the file box of freee accounting, manual registration work is not required.
This can reduce the time and effort of accounting tasks, and productivity improvement can be expected.
■Notes
・Please link freee accounting with Yoom.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
・Please note that the shortest activation 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. For Free Plan and Mini Plan, the operation of the flow bot set 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).
The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.
You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.
The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.
You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.