Convert Email Remittances to
CSV, Excel & ERP Formats

Stop manually processing remittance emails. Instantly extracts payment data from virtual card, ACH, EFT, check, wire transfer emails and attachments, and convert them to any format your accounting team needs.

Start Free Trial - Convert 10 Emails Free

No credit card required • Setup in 2 minutes • Questions? Contact us

Why AR Teams Struggle with Email Remittances

Hundreds of Formats

Remittance advices arrive in countless different formats and structures.

Buried Details

Critical details hidden in email text or PDF/CSV attachments.

Hours Wasted

Manual copying into spreadsheets or ERP systems takes forever.

Risk & Disputes

Missed matches, delayed reconciliation, and payment disputes.

How It Works

Three simple steps to transform your remittance processing workflow

1

Connect

Securely connect your Gmail or Outlook account (read-only). No passwords stored, just secure OAuth tokens.

Gmail
Outlook
2

Extract

AI finds payer, date, amount, currency, invoice numbers, and payment references from email text and attachments.

Payer: ACME Corp
Amount: $15,250.00
Invoice: INV-2024-001
Method: ACH Transfer
3

Reconcile & Export

Approve extracted data, then export to your ERP system or preferred file format for seamless reconciliation.

NetSuite
QuickBooks
CSV
XLSX

Supports All Remittance Types

Any payment advice your customers send by email

ACH/EFT Transfers

Checks

Virtual Cards

Wire Transfers

Built for Accounting Teams

Enterprise-grade features that accounting professionals trust

Security & Compliance

  • OAuth 2.0 secure authentication
  • Read-only email access
  • GDPR compliant data handling
  • Complete audit trail

AI-Powered Extraction

  • Multi-invoice processing
  • PDF, CSV, DOCX support
  • Confidence scoring
  • Manual review & editing

Export & Integration

  • Custom export templates
  • CSV, XLSX formats
  • ERP system ready
  • Batch processing

Frequently Asked Questions

Everything you need to know about converting remittance emails

How do I convert remittance emails to CSV or Excel format?

Simply connect your email account (Gmail or Outlook), and our AI will automatically scan your remittance emails. The system extracts payment data like payer name, amount, date, invoice numbers, and payment method, then lets you export everything to CSV, Excel, or directly to your ERP system. No manual data entry required.

What types of remittance emails and attachments are supported?

We support all common remittance formats including ACH transfer notifications, EFT confirmations, check remittance advices, wire transfer confirmations, virtual card payments, and more. The system processes both email body text and attachments (PDF, CSV, DOCX, Excel files) to extract complete payment information.

Can I customize the export format for my accounting system?

Yes! You can create custom export templates that match your ERP system's import requirements. Choose which fields to include, set column headers, and define the exact format needed for NetSuite, QuickBooks, SAP, or any other accounting system. You can save multiple templates for different purposes.

How accurate is the AI extraction from remittance emails?

Our AI achieves 95%+ accuracy on standard remittance formats. Each extracted field includes a confidence score, and you can review and edit any data before export. The system learns from your corrections to improve accuracy over time. For complex or unusual formats, manual review ensures 100% accuracy.

Is my email data secure when processing remittances?

Absolutely. We use OAuth 2.0 for secure, read-only access to your email account - no passwords are stored. All data is encrypted in transit and at rest. We're GDPR compliant with complete audit trails. Raw email content is automatically deleted after 30 days, while extracted payment data is retained for your records.

Can I process multiple invoices from a single remittance email?

Yes! Our system handles complex remittances that pay multiple invoices or include line-item details. Each invoice and line item is extracted separately with full details, making it easy to match payments to your accounts receivable. You can export each invoice individually or as a batch.

How much time does automated remittance processing save?

Most accounting teams save 90% of their remittance processing time. What used to take hours of manual data entry now takes minutes of review and export. Teams processing 100+ remittances monthly typically save 15-20 hours per month, allowing them to focus on higher-value accounting activities.

What's included in the free trial?

Your free trial includes processing up to 10 remittance emails, full AI extraction, custom export templates, and access to all features. No credit card required to start. You can connect your email account and see exactly how the system works with your actual remittance emails before committing to a paid plan.

Have more questions or need help getting started?

We're here to help! Contact us for personalized assistance with setup, integration questions, or to discuss your specific remittance processing needs. We typically respond within a few hours.

Ready to Stop Manual Remittance Processing?

Join accounting teams who have eliminated manual remittance processing and reduced reconciliation time by 90%. Convert your first 10 emails free.

Process 10 emails free • Setup in 2 minutes • Need help? Contact us