■Overview
This is a flow for storing invoices received via email into the file box of freee Accounting.
■Recommended for
1. Accounting personnel using freee Accounting
・Those who spend a lot of time organizing and filing invoices
・Those who want to reduce the risk of losing invoices
・Those who want to improve the efficiency of invoice processing
2. Business owners and managers using freee Accounting
・Those who want to grasp the invoice management status in real-time
・Those who want to promote the efficiency of accounting operations
■Benefits of using this template
・Eliminates the need for manual downloading of invoices and uploading to freee Accounting, leading to significant time savings.
・By storing invoices in the cloud-based freee Accounting, the risk of loss or damage is reduced.
■Notes
・Please link freee Accounting with Yoom.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations set in the flowbot will result in errors, 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).

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
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 Manual Journal
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