Email Forwarding

Email forwarding lets you send invoices to Mod AI automatically. Instead of downloading attachments and uploading them manually, you forward invoice emails to a dedicated address and the platform handles the rest.

How It Works

1. Your organization gets a dedicated Mod AI email address (e.g., yourcompany@invoices.usemod.ai).
2. When an email is sent or forwarded to this address, Mod AI receives it.
3. The platform classifies each attachment -- determining whether it is an invoice or a non-invoice document.
4. Valid invoice attachments are created as invoice records and AI extraction begins automatically.
5. Non-invoice attachments are classified separately and can be reviewed in your Inbox.

Finding Your Forwarding Address

To find your organization's forwarding email address:

1. Go to Settings in the left sidebar.
2. Click Email Forwarding.
3. Your forwarding address is displayed at the top of the page. Click Copy to copy it to your clipboard.

For full setup and configuration details, see Email Forwarding Settings.

How Email Processing Works

When Mod AI receives an email, here is what happens behind the scenes:

1. Email received -- The platform ingests the email and its attachments.
2. Attachment classification -- Each attachment is analyzed to determine if it is an invoice. Documents like cover letters, remittance advices, or marketing materials are classified as non-invoice.
3. Invoice creation -- Each invoice attachment becomes a separate invoice record in Mod AI.
4. AI extraction -- The AI reads each invoice and extracts structured data. See How AI Extraction Works.

Multiple Attachments

If a single email contains multiple invoice attachments (for example, three PDFs), each attachment is processed as a separate invoice. You will see three distinct invoices in your invoice list, each with its own extracted data and status.

Non-Invoice Attachments

Not every attachment on an email is an invoice. Mod AI's classification AI identifies non-invoice documents and separates them. These documents are still visible in your Inbox so nothing gets lost, but they do not create invoice records.

Multi-Inbox Support

If your organization has multiple entities or departments, you can set up multiple forwarding addresses -- one per entity or department. This keeps invoices organized and routed to the right place.

Contact your administrator or see Email Forwarding Settings to configure additional inboxes.

Setting Up Auto-Forwarding

tip

For a fully hands-free workflow, set up auto-forwarding rules in your email client (Outlook, Gmail, etc.) so that emails from vendor addresses or emails sent to your AP inbox are automatically forwarded to your Mod AI address. This eliminates the manual forwarding step entirely.

Here is the general approach:

1. In your email client, create a new rule or filter.
2. Set the condition to match invoices (e.g., emails from specific vendors, emails sent to your AP mailbox, emails with PDF attachments).
3. Set the action to forward matching emails to your Mod AI forwarding address.

The exact steps vary by email provider. Check your email client's documentation for instructions on creating forwarding rules.

Learn More

• Email Forwarding Settings -- Configure forwarding addresses and manage inboxes.
• Uploading Invoices -- The alternative manual upload method.
• Inbox -- Review all received emails and their attachments.
• How AI Extraction Works -- What happens after an invoice is received.