A streamlined workflow designed for operations teams who need accuracy, speed, and complete visibility across every document.
Customers email purchase orders and vendor bills directly to your organization's secure processing address. No portals or new workflows required.
Our AI reads the email, extracts key details like items, quantities, due dates, and totals, and normalizes the data instantly.
We match customers, vendors, and items against your Zoho Books catalog with smart fuzzy logic, highlighting anything that needs your attention.
Draft Sales Orders or Bills appear in Zoho Books within minutes so your team can review, approve, and respond faster than ever.
Automation isn't just about speed—it's about giving your finance team control, accuracy, and clear priorities every morning.
Teams processing 200+ documents a month reclaim dozens of hours they used to spend on data entry, validation, and approvals.
AI extraction combined with domain-specific rules ensures totals, taxes, and due dates land exactly where you expect them.
Drafts appear in Zoho Books almost instantly, helping you confirm orders, pay vendors, and keep customers in the loop.
Authorize Qvikmessage with your Zoho Books organization using our guided OAuth flow.
List the email addresses allowed to send documents so we can validate every message before processing.
Forward a PO or bill to your organization inbox—we'll notify you when the draft is ready in Zoho Books.
Still curious? Here are answers to the questions prospects ask most often.
Upload PDFs, images (JPG/PNG), or common office document formats. Clear, high-quality PDFs offer the best extraction accuracy.
Most documents are processed and ready in Zoho Books within a couple of minutes, even during peak hours.
You'll see it in the Failed Documents tab with a clear reason. Reprocess with a click after making changes or contact support for help.
Every email is scanned for spam, validated against authorized senders, and stored using encrypted infrastructure that meets enterprise-grade standards.