Workbench. The inbox that does the data entry.
Give your workspace its own email address. Forward whatever arrives — a supplier's proforma, a SWIFT copy, the bank asking for a document, an MT940 statement — and Workbench reads it, extracts the fields, finds the record it belongs to and stages the action for one-click approval.
- Open 2
- Posted
- Dismissed
Illustrative queue. New items arrive, are read, and get their suggested actions.
Five steps, one of them yours
1 · Arrives
Forward or auto-route mail to the workspace address. The signed webhook rejects anything not from the mail provider.
2 · Read
The body and the first attachments — PDF invoices, SWIFT copies, statements — are read and the fields extracted. Unclear values are flagged, never guessed.
3 · Matched
Amount, currency, date and bank reference are matched deterministically against your own records; candidates are offered, never asserted.
4 · Staged
Up to three suggested actions from a fixed catalogue: create a proforma, prefill a remittance, attach to a record, create a party, or dismiss.
5 · You approve
Applying opens the real add or edit form, prefilled. You review and click Save. Nothing reaches the register otherwise.
Automated actions on incoming mail
Parses unstructured emails
"Please find attached our proforma, 40% advance before production" becomes a Proforma Payment with the counterparty, currency, value, expected shipment date and goods description filled in.
Extracts vendor invoices
Service and goods invoices from suppliers are read into a staged record — for a service invoice the tax engine then works out the DTAA article, TDS rate and Form 145 part before you approve.
Reads MT103 SWIFT copies
Bank reference, value date, currency, amount, ordering customer and remittance information are lifted from the copy to prefill an inward or outward remittance, with match candidates from your open documents.
Reads MT940 statements
Every :61: transaction line of the AD bank's statement is parsed, assigned a purpose code and staged as a ready row — the same importer the CSV upload uses, so every validation rule applies.
Understands the bank's requests
"Please submit the Bill of Entry for ORM2026090012" is recognised as a request for the other side of a pair. The cited reference is searched in your records and the matching document offered to attach.
Creates parties, with every bank detail
A supplier or customer named in the email opens as a complete master record — address, bank, account, IBAN, SWIFT — with the details still missing before you can pay it marked to fill. One click on Complete creates it.
Replies with the status and the documents
The references in the email are found in your records and shown row by row with their status and how they settled. Reply in one step with a status sheet, the request letters and the Bill of Entry or Shipping Bill copies attached — or download them all as a ZIP.
Catches changed bank details
When an email gives bank details that differ from your master, Workbench flags it before anyone pays — the commonest payment fraud — and keeps what is on file until you confirm the change.
Turns a SWIFT copy into the next step
Record the receipt or payment, generate the disposal instructions or the export lodgement set, or send the matched transactions to the banking queue — with a warning when the same SWIFT is already recorded or the amount is short.
A SWIFT copy in, a remittance staged
An MT103 forwarded to the workspace address is read tag by tag. The extracted fields prefill the remittance form; the amount, currency, date and reference are then matched against your open Shipping Bills to offer the knock-off candidate.
- Never invents an IEC, AD code, bank reference or amount — unreadable values are listed as warnings
- Matching is deterministic against your own data, not left to the model
- Each email is one task; up to twenty items open at once
{2:O1030925260927ANZBAU3MAXXX}
:20:IRM26091188
:32A:260927USD48200,00
:50K:/4471-2290 ALTONA FOODS PTY LTD MELBOURNE AU
:59:/50100234567890 MERIDIAN COMPONENTS PVT LTD
:70:/INV/EXP-2291 SB 7719402 PART SHIPMENT
:71A:SHA
Metered by tasks, on top of any paid plan
One inbound email, with its attachments, is one task. Every paid workspace starts with 50 tasks a month at no charge. Move up when the inbox gets busier; packages are assigned on request and prices exclude 18% GST.
- Tasks reset every calendar month
- A dismissed or completed item does not return its task
- Up to 20 items open at once on any package
AI processing outside India
Workbench reads each email and its attachments with AI. To do that they are uploaded to our AI provider’s cloud servers, which are outside India and separate from your workspace database, which stays in India. Nothing is used to train models. Workbench is optional; by switching it on and using it you agree to this processing.
Stop re-typing what the bank already sent you
Create a free workspace, upgrade to any paid plan, and switch on Workbench from My Account. Every paid plan includes 50 tasks a month at no extra charge.