How to Send Receipts and Invoices from Your Outlook to Emburse Certify Automatically
To send receipts from your Outlook to Emburse Certify automatically, connect your Outlook to Receiptor AI, then set up one automation that routes each receipt to receipts@certify.com. Receiptor AI finds the receipts and invoices in your Outlook, extracts the details, and sends them to Emburse Certify for you, so you no longer have to forward emails one at a time.
Why Emburse Certify can't pull receipts from your Outlook on its own
Emburse Certify only takes in receipts by email: you forward each message to receipts@certify.com, and it reads what you send. That only happens when you remember to forward, one receipt at a time, so any receipt sitting in your Outlook that you did not forward never reaches Emburse Certify.
The manual way to send receipts from your Outlook to Emburse Certify
- Confirm your Outlook address is verified in Emburse Certify.
- Open the receipt in Outlook.
- Forward it to receipts@certify.com.
- Emburse Certify reads it and adds it to your account.
This works, but only for receipts you forward yourself, and never for the ones already buried in your Outlook. At any real volume it becomes a daily chore that is easy to drop.
How to send receipts from your Outlook to Emburse Certify automatically with Receiptor AI
It is a two-part setup: first connect your Outlook, then create one automation. Together they take just a few minutes.
Step 1: Connect your Outlook to Receiptor AI
- In Receiptor AI, open Sources > Email Accounts.
- Click Add Inbox.
- Choose Outlook and sign in on the login page that opens.
- Approve the access Receiptor AI requests. It is read-only: it can find and read your receipts and invoices, but never send or change your mail.
- Back on the dashboard, confirm Outlook shows as Connected. Turn on Continuous Monitoring so new receipts are caught automatically, and optionally run a Retroactive Extraction to pull in receipts and invoices already in your Outlook.
Step 2: Create the automation
- Use Emburse Certify's receipt address, receipts@certify.com (the same for every user).
- Go to Agent > Automations in Receiptor AI.
- Describe the rule in plain English: Send all new documents to receipts@certify.com.
- Click Generate Rule, then Save.
Automatic forwarding is a premium Receiptor AI feature and requires a subscription.
When the manual method is enough
If you only handle a handful of receipts a month and never miss one, manual forwarding to receipts@certify.com is fine. The automation pays off once volume or recurring subscriptions make remembering to forward unreliable.
Ready to stop forwarding by hand? Start your free trial or see how Receiptor AI works.
