Smartbills for Outlook

Smartbills for Outlook – Expense Management, Invoice Processing, and Receipt Capture from Email

Smartbills for Outlook is an expense management, invoice processing, and receipt capture add-in for Microsoft Outlook that transforms emails and attachments into structured business expenses and expense reports.

It helps organizations of all sizes—including small businesses, law firms, consulting firms, accounting firms, and large enterprises—automate expense management directly from Outlook without manual data entry or taking photos of receipts.

Turn Outlook Emails into Expenses

Smartbills allows users to convert Outlook emails into business expenses and expense reports in one click. Financial data is extracted directly from emails and attachments to reduce manual accounting work and improve accuracy.

• Convert Outlook emails into business expenses
• Turn email attachments into invoices and receipts for accounting
• Create expense reports directly from Outlook
• Send structured expense data to the Smartbills expense management platform

Invoice and Receipt Capture from Attachments

Smartbills supports invoice processing and receipt capture from email attachments, including PDF invoices, scanned receipts, purchase confirmations, and supporting documents.

• Extract invoices from Outlook attachments
• Capture receipts without manual uploads or receipt photos
• Automatically organize and categorize expenses
• Reduce accounting errors caused by manual entry

Built for SMBs, Law Firms, Consulting Firms, and Enterprise Teams

Smartbills for Outlook is designed for organizations that rely on Outlook for business communication and want scalable expense automation.

• Small and medium-sized businesses (SMBs) – simplify expense reporting and reduce admin work
• Law firms – manage client expenses, disbursements, and billable costs
• Consulting and professional services firms – automate client-related expenses and reimbursements
• Accounting and finance teams – streamline invoice processing and expense reconciliation
• Large enterprises – scale expense automation across departments and teams

Key Features

• Outlook email to expense conversion
• Email attachment invoice extraction
• Automated receipt capture
• Expense report creation from Outlook
• Business expense categorization
• Accounting data extraction from emails
• Enterprise-grade secure processing

Benefits

• Eliminate manual expense entry and receipt photos
• Speed up expense report submission and approvals
• Improve invoice and expense data accuracy
• Reduce administrative workload for finance teams
• Centralize expense management directly inside Outlook

Security and Privacy

Smartbills only processes emails and attachments explicitly selected by the user. There is no automatic inbox scanning.

Data is handled securely with enterprise-grade protections suitable for regulated industries such as legal and professional services.