Let AI do your invoice data entry with our automatic bill capture
Discover how Melio's AI-powered tools can automatically capture and import invoices from multiple sources, saving you hours of manual data entry.
What you’ll learn in this video
How to access Melio’s AI-powered integrations
- Find the integration hub: Sign into your Melio account and navigate to Settings, then select Sync & Import to view available connections
- Explore AI automation options: Discover the range of intelligent tools designed to streamline your financial document management
- Choose the right integrations: Select from multiple connection options based on where your invoices typically come from
How to connect with your existing platforms
- Set up QuickBooks Online integration: Enable seamless two-way synchronization that automatically imports bills and vendors while updating your accounting records
- Link your Amazon Business account: Connect to Melio with a few clicks to have your Amazon invoices automatically pulled into your bills tab
- Harness your Gmail inbox: Authorize Melio to scan your emails for invoices and extract the data directly into your workspace
How to use the AI-powered Bills Inbox
- Access your dedicated email: Find your unique Melio email address that serves as your personal financial assistant
- Forward invoices effortlessly: Simply copy your Melio email address, use it as the recipient for any invoice, and send
- Watch automation in action: See how invoices are automatically uploaded and prepared for your review within moments
How to review and finalize AI-captured bills
- Verify extracted information: Quickly check bills labeled “Review” to confirm the AI has correctly captured all invoice details
- Make necessary adjustments: Edit any fields that may need correction before finalizing the bill for payment
- Maintain financial accuracy: Ensure all automated entries align perfectly with your actual invoice details before processing
This content is for informational purposes only and should not be considered financial, legal, tax, or accounting advice. Melio does not provide professional advisory services. Always consult a qualified professional before making financial or business decisions.
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