Email is still one of the primary channels for finance documents like vendor invoices, POs, contract amendments, compliance packets, onboarding materials, and monthly reporting files. But these documents arrive in inconsistent formats like PDFs, spreadsheets, or unstructured email text, leaving teams to manually copy and paste critical data. That manual parsing creates delays, uneven data quality, and downstream errors that slow close, forecasting, payments, and approvals.

Cloudsquid turns your inbox into a structured, reliable finance data source. Automatically route emails into cloudsquid, extract data from both the email body and attachments, and use AI to pull and standardize exactly what you need: invoice and PO fields, contract terms, GL-coded line items, or reporting-package details. From there, automate the full end-to-end workflow with rules that transform data, trigger reviews, and update your finance systems without manual intervention.

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What is email extraction?

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Email and attachment extraction is the process of turning unstructured email content, the body text, subject line, metadata, and attached documents like PDFs, spreadsheets, or images, into structured, usable. Finance teams use this to process vendor invoices, POs, contract updates, onboarding documents, reporting files, and other operational inputs that arrive via email.

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How do you extract email and attachment data in cloudsquid?

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1. Set up auto-forwarding from your inbox to your unique loudsquid ingestion address.
2. Ingest the email: cloudsquid captures the email body, metadata, and any attachments.
3. Use AI extraction to identify and pull the exact fields you need e.g. invoice numbers, due dates, PO details, line items, contract fields, etc.
4. Deliver clean output to your systems: ERP (NetSuite, QuickBooks, SAP), BI dashboards, spreadsheets, or messaging tools like MS Teams.

Tips for extracting emails and attachments in cloudsquid

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• Use targeted forwarding rules (by sender, subject, label) to keep ingestion clean and source-specific.
• Use routing: extract and store different data by using routing to classify the document first.
• Handle inconsistent attachment formats with cloudsquid’s AI extraction, which can interpret different layouts and file types.
• Combine extracted email data with other datasets — PO records, contract data, vendor master — to automate checks such as 2-way or 3-way matching.

What can I do after setting up email document capture automation?

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Our platform allows you to automate across the whole stack of Finance Operations. You can learn how a CPG company recovers millions of dollars lost to retailer and distributor chargebacks or how to automate across the entire Accounts Payable process.