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Email Forwarding Setup

Email forwarding lets invoices sent to your regular email get automatically forwarded to Mod AI for processing. Instead of manually uploading every invoice, you set up a forwarding rule once and invoices flow in automatically.

How It Works​

Each entity in Mod AI gets a dedicated email address for receiving invoices (for example, yourcompany-invoices@ingest.usemod.ai). When an email is sent to this address, Mod AI picks it up and processes the attachments.

Here is the end-to-end flow:

  1. An invoice email arrives at your regular inbox (e.g., ap@yourcompany.com).
  2. Your email auto-forward rule sends the email to the Mod AI address.
  3. Mod AI receives the email and classifies the attachments.
  4. Invoice attachments become invoice records and AI processing begins automatically.
  5. Non-invoice attachments (e.g., cover letters, remittance advice) are classified but not processed as invoices.

Managing Forwarding Addresses​

You can have multiple forwarding addresses for different departments, mailboxes, or purposes. For example, you might have one address for vendor invoices and another for expense reports.

Adding a Forwarding Address​

  1. Switch to the entity using the company switcher in the top bar.
  2. Go to Entity Settings and select the Email Forwarding tab.
  3. Click Add Address.
  4. A new forwarding address is generated automatically.
  5. Optionally, add a label or description to identify what this address is for (e.g., "Main AP Inbox" or "Construction Invoices").
  6. Save your changes.

Setting Up Auto-Forwarding in Your Email Client​

Once you have your Mod AI forwarding address, set up an auto-forward rule in your email system. The exact steps depend on your email provider, but the general approach is:

  1. Go to your email client's forwarding or rules settings.
  2. Create a rule that forwards incoming emails (or emails matching specific criteria) to the Mod AI address.
  3. Test by sending a sample invoice email and confirming it appears in Mod AI.
tip

Set up a dedicated AP inbox in your email system (e.g., ap@yourcompany.com) and auto-forward everything from it to Mod AI. This way, all invoices are automatically processed without any manual intervention.

Editing a Forwarding Address​

You can update the label or description for any forwarding address at any time. Go to Entity Settings and select the Email Forwarding tab, then click on the address you want to edit.

Deleting a Forwarding Address​

To remove a forwarding address:

  1. Go to Entity Settings and select the Email Forwarding tab.
  2. Click on the address you want to delete.
  3. Select Delete and confirm.

Once deleted, emails sent to that address will no longer be processed by Mod AI. Make sure to update or remove the corresponding auto-forward rule in your email client.

Learn More​

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