Receive invoices in Outlook, read them using OCR, and register them in the freee accounting file box.

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  3. Receive invoices in Outlook, read them using OCR, and register them in the freee accounting file box.
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■Overview

This is a flow to read invoices received in Outlook 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 Outlook for business

・Those aiming to improve the efficiency of managing invoices received via email


2. Those who use freee accounting for business

・Those aiming for quick sharing of invoices and billing data

・Those who want to reduce manual work and lighten the burden on staff

‍

■Benefits of using this template

When you receive an invoice in Outlook, the upload to the file box of freee accounting and the registration of transaction information using OCR reading are automatically completed.

Manual work for file posting and transcription is no longer necessary, reducing the burden on staff and enabling smooth follow-up.

‍

■Notes

・Please link both Outlook and freee accounting with Yoom.

・Branches are available only in the mini plan or higher, and AI operations are features available only in the team plan and success plan. In other plans, the set operations will result in an error, so please be careful.

・Yoom's paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).

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

・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use
freee Accounting
Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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Microsoft Outlook
×
freee Accounting
– See what else you can do.
About the apps you use
freee Accounting
Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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