Inbox: From invoice to payment in seconds

1. The Challenge: The Single-Invoice Trap

Between opening an email, downloading a PDF, manually typing invoice data (hoping for no errors in values or dates), validating the vendor in the ERP, and checking if the bill has already been paid, your team loses up to 20 minutes per document.

Multiply that by hundreds of monthly invoices. The result? An "invisible cost" of up to R$ 3,000.00 per analyst and a constant risk of typos, fraud, or duplicate payments. Inbox ends this cycle.

2. Functional Description: Your New Action System

Inbox is not just an email folder; it is an intelligent automation engine integrated into the Clara ecosystem.

• Intelligent Intake via Email: Your company receives a unique address. Any attachment sent there automatically enters the workflow.
• AI-Powered Data Extraction: Our intelligence instantly identifies critical invoice data: Amount, Due Date, Vendor Tax ID (CNPJ), and, crucially, payment details.
• Active Security Layer:
  • Fraud Check: Automatic validation of suspicious invoices.
  • Duplicate Detection: The system immediately warns you if that invoice or receipt has been processed before, preventing double payments.
  • Sender Whitelist: We only accept documents from sources you authorize.

3. Use Cases

• Recurring Vendor Management: Automatically forward service invoices (Cloud, rent, software) and simply review the ready-to-pay draft.
• Decentralized Purchasing: Employees from other departments can send invoices directly to the Inbox, where the finance team simply approves and pays.

4. FAQ

"We already have an ERP, why do I need Inbox?"ERPs are great for record-keeping (Systems of Record), but poor for fast execution. Inbox is a System of Action: it captures data where it originates (email) and executes payments via Pix/TED instantly—something most ERPs cannot do seamlessly.

"Is the data extraction reliable?"Yes. Our AI was specifically trained on Brazilian document patterns. Furthermore, the system always displays the original PDF side-by-side with the extracted data for ultra-fast visual verification before approval.

"Is it hard to set up?"Activation takes less than 2 minutes and requires no IT integration or complex process changes.

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5. Activation Guide: 3 Steps to Automation

1. Enable in the Dashboard: In the side menu, go to "Inbox" and click Activate.
2. Personalize Your Email: Your company will have an exclusive email address following the structure: payments+company_name@clara.com.
3. Define the Whitelist: Add the email addresses of your vendors or employees authorized to send documents.

Done. From now on, the manual work is on us.

Available

🇧🇷 Brazil