# AP and AR invoice tagging automation > Ask Volty to read invoices from email and WhatsApp, tag them AP or AR, forward them to the right person, match bank advice, and flag handwritten or unclear ones. Reading, tagging, forwarding and matching of invoices from email and WhatsApp, from clean PDFs to photos of handwriting, with flags on the few that need a person. Talk to Volty · Sandbox Trial Updated Nov 8, 2026 ## What it does ### AP and AR tagging - Email and WhatsApp - Reads the attachments - Unsure ones are flagged for a person ### AP and AR dashboards Dashboards & Reports - Payables against receivables - Receivables aging - Reports you reshape by asking Volty ### Finance rep routing Team assignment - Routing rules you write - A named person gets it, with the reason - Only people on your list receive it ### Bank advice matching XeroQuickBooksOdooSAP and any accounting system with an API - Reads the advice attachment - Matches payer, amount and reference - Unclear ones come to you ### Handwritten and scanned invoice reading - Handwriting and noisy scans - Adds up the lines to check the total - Anything unclear goes to a person - A large retailer · About 5,700 emails a month in its accounts payable mailbox read, categorized and forwarded automatically. - The same retailer · AR payment-check requests tracked one row per request. - A B2B services firm · Inbound bank advice matched to open invoices. ## How it works - 01 · Point Volty at where invoices arrive · The Outlook mailbox, shared or personal, and the WhatsApp number your suppliers use. - 02 · Teach it your tags and routing · List what counts as AP and AR and who gets each. Volty tries it on past documents and sends nothing. - 03 · Review the first week, then let it run · An admin approves the automation once. You see every document it handled and every one it flagged. ## By industry - B2B Accounts payable and receivable mailboxes sorted before anyone opens them ## Frequently asked questions Outlook and Microsoft 365 mailboxes, shared mailboxes included, and WhatsApp messages sent to your number. Volty reads each one as it arrives, along with its attachments. Yes, with limits. Scanned pages and photos are read by a vision model that also reads handwriting. It adds up the lines to check the total, and anything unclear or that does not add up goes to a person. It is not perfect, which is why you review the first week. No. It reads, tags, forwards, matches and logs. Paying and approving stay with your team, and anything Volty is unsure about is flagged for a person instead of guessed. It reads the advice for the payer, amount and reference and matches them to your open invoices. Volty connects to your accounting system through its API once an admin approves the connection. Xero needs its own connection setup, and it is not a built-in reconciliation engine. When a match is not clear, the advice is listed for you. Every run is recorded, so you can see which documents Volty read, how it tagged them and where it forwarded them. Run it on a week of past documents first, and an admin approves the automation before it touches the live mailbox. ## Start your Sandbox Trial Talk to Volty · Start your Sandbox Trial Sign up for our 7-day trial. No credit card needed. Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · October 8, 2026 Meta now charges for WhatsApp replies The Leonard and Volty Show · October 1, 2026 Too busy to hire? The Leonard and Volty Show · September 21, 2026 From $500 chatbot jobs to agentic AI The Leonard and Volty Show · September 10, 2026 Your AI is a new employee The Leonard and Volty Show · September 4, 2026 Trust in the AI world The Leonard and Volty Show · August 29, 2026 Does the AI model matter? The Leonard and Volty Show · August 19, 2026 What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, October 8, 2026 ## Links - [Dashboards & Reports](https://voltade.com/product/dashboards-reports) - [Team assignment](https://voltade.com/product/team-assignment) - [Xero](https://voltade.com/integrations/xero) - [QuickBooks](https://voltade.com/integrations/quickbooks) - [Odoo](https://voltade.com/integrations/odoo) - [SAP and any accounting system with an API](https://voltade.com/integrations/custom-api) - [B2BAccounts payable and receivable mailboxes sorted before anyone opens them](https://voltade.com/industries/b2b)