Invoice → AirtableExtract Invoice Data to Airtable Automatically
Forward invoices via email or upload PDFs. BankSync's AI extracts vendor, invoice number, amounts, due dates, and line items — then syncs every field directly into your Airtable base. Build AP workflows, expense reports, and vendor dashboards on real data.
✓ 14-day free trial✓ Email forwarding included✓ Works with Airtable automations
Set up once, runs automatically
1
Forward invoices via email
Set an auto-forward rule so every vendor invoice goes to your BankSync inbox. Or upload PDFs manually.
2
AI extracts all fields
BankSync reads the invoice and pulls out vendor, invoice number, dates, amounts, and line items automatically.
3
Data lands in Airtable
Each invoice becomes an Airtable record with your custom field mapping. Airtable automations fire immediately.
Also extract invoices to other destinations
Frequently asked questions
How do I extract invoice data into Airtable?
Set up email forwarding to your BankSync inbox and configure an Airtable base as your destination. Every invoice email is automatically extracted and added as a new record in your Airtable table with vendor, invoice number, amounts, and due dates.
What invoice fields are synced to Airtable?
BankSync extracts and syncs vendor name, invoice number, invoice date, due date, subtotal, tax, total amount, payment status, PO number, and line items to Airtable. Each field maps to an Airtable column you configure.
Can I use Airtable automations with invoice data?
Yes. Because BankSync writes invoice data as standard Airtable records, any Airtable automation triggered on new records will fire. For example, send a Slack notification when a new invoice arrives, or create a task in your project management tool when a new invoice needs approval.
Can I track invoice approval workflows in Airtable?
Yes. Extract invoices into Airtable and use Airtable's kanban views, linked records, and status fields to build an AP approval workflow. Link invoices to vendor records, assign approvers, and track payment status — all in one base.
Does BankSync support invoice line items in Airtable?
Yes. BankSync supports line-item mode where each line item on an invoice becomes a separate Airtable record. You can then link line items back to the parent invoice record using Airtable's linked record field.
Start extracting invoices into Airtable
Forward invoices via email or upload PDFs. Data flows into your Airtable base automatically.
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