Accounting

Receipts to Expense

Drafts a Zoho Expense line from a receipt sent to a watched mailbox.

Implement Receipts to Expense.

InterConnecta configures the part Zoho already publishes and builds the API for the step that connection does not cover. OpenAI, Anthropic, or Gemini can run the AI step.

Talk to a specialist

Workflow

When Message with a receipt attachment in the expense mailbox

View diagram

Solution

Draft the expense from the receipt.

Employees forward receipts and finance retypes the merchant, date, and amount.

A receipt in a watched Gmail mailbox becomes a draft Zoho Expense line with the image attached.

Input systems

Gmail

Origin

Zoho Expense

Result

Execution path

Origin Message with a receipt attachment in the expense mailbox

AI processing Extract merchant, date, currency, and total, match the sender to an employee, and draft the expense. Do not submit the report and do not create a Books vendor bill. OpenAI, Anthropic, or Gemini can run this step.

Sender email
Attachment
Merchant
Date and total

Actions

Match the employee
Create a draft expense
Attach the receipt
Notify the employee when a field is missing

Result The employee reviews a draft expense with the receipt attached.

How this flow runs.

01

Gmail

Starts when Message with a receipt attachment in the expense mailbox.
02

Receipt

Reads Sender email, Attachment, Merchant, Date and total.
03

Run the AI step

Extract merchant, date, currency, and total, match the sender to an employee, and draft the expense. Do not submit the report and do not create a Books vendor bill. OpenAI, Anthropic, or Gemini can run this step.
04

Zoho Expense

The employee reviews a draft expense with the receipt attached.

Zoho modules

Expenses
Reports

Fields updated

Draft expense
Receipt
Employee
Amount

Key benefits

Draft only

Employee matched from the mailbox

Vendor bills are a different flow

Report is not submitted

Ideal for

Teams that collect employee receipts by email and record them in Zoho Expense.