Solution

Invoice search in email and automatic sorting solution

A solution that automatically detects invoices received by email, identifies their period, and sorts documents according to your chosen structure.

Suitable for businesses that regularly receive invoices by email and want more efficient document administration.

How it works

Four-step automated process

01

System monitors incoming emails

The solution automatically checks the selected email inbox and detects new messages with potential invoice attachments.

02

Documents are identified and analysed

Text is extracted from the invoice, the billing period or document date is determined, and the document is prepared for further sorting.

03

Invoices are sorted according to logic

Documents are automatically moved to the appropriate folders, marked as processed, and logged in the processing journal when required.

04

Unclear cases go to manual review

If the system cannot reliably determine the period or processing logic, the file is routed for manual review and the responsible person is notified automatically.

Capabilities

What the solution does

The solution can automate the following actions:

Detecting incoming invoices in email
Downloading attachments from emails
Extracting text from PDFs and other documents
Determining the invoice billing period
Automatic sorting into monthly or custom folders
Duplicate checking
Separating cases for manual review
Filling the processing log
Automatic notifications for unclear cases

Sample output

Sample processing scenario

Incoming email Vodafone UK invoice
Attachment INV_2026_03.pdf
Identified period 2026-03
Action Moved to 2026-03 folder
Status ✓ Auto-processed

If the period cannot be determined, the document is routed for manual review and the responsible person receives a notification.

Suitability

Who this solution is for

The solution suits businesses that regularly receive invoices by email and want to manage their collection and sorting more efficiently.

Internal accounting teams
Companies with high incoming invoice volumes
Businesses looking to reduce manual administrative work
Businesses standardising their document handling process
Accounting service providers
Teams managing multiple companies or projects

Customisation

Adapted to your accounting model and workflows

The solution can be tailored to your company's document flow, accounting procedures, and systems in use. Sorting logic, verification rules, and follow-up actions can all be configured to match your real process.

Available customisations

Sort by month, supplier, project, or company Different logic for different document types Additional verification criteria Google Drive or SharePoint integrations Accounting system integrations Additional alerts and notifications Audit logs and action tracking

Deployment options

How you can use this solution

Choose the deployment model that best fits your team's needs and existing infrastructure.

Managed by KOGNEV

The solution runs on KOGNEV infrastructure. We handle technical maintenance, monitoring, and any minor improvements needed. Your team has no technical deployment or day-to-day upkeep to worry about.

Get a quote

Edge cases

What happens with non-standard cases

Not all documents can always be processed the same way. That is why the solution includes a separate manual review process for edge cases.

If the system cannot reliably determine the invoice period

If the email contains no valid attachment

If the document does not match the expected structure

If a potential duplicate is detected

No document is ever lost

In such cases the document is routed for review, marked with the appropriate status, and the responsible person is notified automatically.

Benefits

Why it's worth using

Less manual work

Instead of manually checking emails, downloading attachments, and sorting files, most of the process runs automatically.

Cleaner document structure

Invoices are sorted according to your chosen logic, reducing clutter and the time spent searching for documents.

Faster accounting admin

The solution helps get documents to your accountant faster, manage larger invoice volumes, and maintain a more consistent filing structure.

Get in touch

Find out more about this solution

If you'd like to explore how this solution could work for your business, reach out and we'll discuss the best option for your accounting process.

We respond within 1 business day.

Have a clear requirement or still exploring the possibilities? Both are fine. We'll assess your situation and suggest the most suitable solution model.


Want the workflow copy right away?

If you want to deploy the solution in your own environment, you can purchase a workflow copy and adapt it to your accounting process and systems.

Buy n8n workflow copy →

Prefer to talk it through directly?

Book a call

hello@kognev.com

We respond within 1 business day


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