Store the invoice received by email in the freee accounting file box.

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■Overview

This is a flow for storing invoices received via email into the file box of freee Accounting.

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■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

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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

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■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.

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■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).

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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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freee Accounting