Use email forwarding
Email forwarding is the recommended way to get invoices into Mod AI. You (or your vendors) send invoice emails to a dedicated address and the platform handles the rest.
How it works
- Your organization gets a dedicated Mod AI email address, such as
yourcompany@invoices.usemod.ai. - When an email lands at that address, Mod AI receives it.
- Each attachment is classified as an invoice or non-invoice document.
- Invoice attachments become invoice records and the agent starts extraction.
- Non-invoice documents are classified separately and do not create invoice records.
Find your forwarding address
Your forwarding address is set up by your Mod AI implementation manager during onboarding. It's not currently configurable through the in-app Settings UI.
To find or change your address:
- Check the onboarding email or implementation document your Mod AI implementation manager sent you. The forwarding address typically looks like
yourcompany@invoices.usemod.ai. - If you can't find it, email support@usemod.ai or ping your implementation manager directly. They can confirm the address and adjust per-entity routing if needed.
A self-serve Settings page for Email Forwarding is on the roadmap. Until it ships, all forwarding-address configuration goes through your implementation manager.
What happens to an incoming email
- The platform ingests the email and its attachments.
- Each attachment is analyzed to decide if it is an invoice. Cover letters, remittance advices, and marketing materials are classified as non-invoice.
- Each invoice attachment creates a separate invoice.
- The agent runs extraction on each invoice. See AI Extraction.
- Validation rules run on the extracted data. Issues surface as notices.
Multiple attachments on one email
If a single email contains three invoice PDFs, Mod AI creates three invoices. Each one has its own extracted data and status.
Non-invoice attachments
Not every attachment is an invoice. The classifier identifies non-invoice documents and leaves them out of the invoices list. The email metadata is still recorded for audit, but no invoice is created.
Multiple forwarding addresses
If your organization has more than one entity or department, you can have a separate forwarding address per entity so invoices route to the right place. Ask your implementation manager or email support@usemod.ai to set up additional addresses.
Set up auto-forwarding
For a fully hands-free intake, set up auto-forward rules in your email client so invoices from specific senders route to Mod AI automatically.
- In your email client, create a new rule or filter.
- Set the condition (for example, emails from specific vendors, emails sent to
ap@yourcompany.com, or emails with PDF attachments). - Set the action to forward matching emails to your Mod AI forwarding address.
Exact steps depend on the email client. Check your client's docs for how to create forwarding rules.
Auto-forwarding eliminates the "download and upload" step entirely. Combined with Agent instructions that match your coding conventions, most invoices move from the vendor's outbox to Approved with minimal human touch.