Finance & Accounting

Automate your accounting inbox - no more manual triage

Route supplier emails, detect invoices, and extract attachments in seconds.

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Built by
Phacet
Category
Finance & Accounting
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Finance and accounting teams waste hours sorting through shared inboxes because incoming emails are messy, repetitive, and mixed with critical documents like invoices or payment requests.

Phacet automates inbox management using OCR and intelligent labeling, enabling real-time routing, clean data extraction, and fraud detection with human-in-the-loop validation.

When to use this Phacet

Perfect for accounting teams or back-office managers who want to:

• Automatically triage emails sent to shared inboxes like accounting@

• Extract and forward invoices to the right systems (e.g. Pennylane)

• Flag suspicious or fraudulent documents for review

AI skills involved

Human Supervision & AI Teaching

Review, correct and approve Phacet results manually and improve its intelligence over time. Users can intervene on any field or classification suggested by the AI. Every correction is stored as an example to refine Phacet’s behavior on similar documents and workflows.

→ Ideal for continuous learning loops and maintaining full control in production.

Intelligent Labeling

Automatically classify rows, transactions or documents using predefined or dynamic categories. Label supplier payments, categorize expenses, tag revenue streams Phacet learns with just a few examples.

OCR extraction

Convert scanned or PDF documents (invoices, contracts, bank statements…) into machine-readable text. Phacet uses advanced OCR to extract key information line by line (amounts, dates, suppliers), even from complex or low-quality documents.

Anomaly detection

Automatically detect inconsistencies, missing links, or outliers across your data. Phacet spots suspicious values (e.g. duplicate invoices, wrong amounts, unexpected suppliers) without predefined rules.

Business impact

Saves 90%+

Of time spent on inbox triage and document sorting

Reduces

Errors and missed invoices through automated classification

Reduces

Supplier emails/year to be processed without hiring more staff

Integrated with everything

and much more...

Read the full case study
AI catalog management: 6x faster operations
Error reduction: from 7% to 2%
Financial reconciliation: 1 week saved /month

Visualize your cash flows and budget variances in real-time with a supervised AI workflow.

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How it works

We believe choosing the right use case is more important than testing AI for the sake of it.

Step 1
Step 2
Step 3
Step 4
Step 1

Link

Connect your shared inbox (e.g. Outlook, Gmail, etc.)

Step 2

Identify

Phacet extracts, labels and classifies each incoming email (based on content and attachment type)

Step 3

Forward

Invoices are routed to the appropriate system (Pennylane, folders, etc.)

Step 4

Validate

Human validation available for edge cases (e.g. fraud risk, duplicates)

How it works

Steps to get Started

Step 1

Link

Connect your shared inbox (e.g. Outlook, Gmail, etc.)

Step 2

Identify

Phacet extracts, labels and classifies each incoming email (based on content and attachment type)

Step 3

Forward

Invoices are routed to the appropriate system (Pennylane, folders, etc.)

Step 4

Validate

Human validation available for edge cases (e.g. fraud risk, duplicates)

Unlock your AI potential

Do more with your existing resources using tailored AI solutions.