Invoices and attachments
Invoices file themselves, and accounting finds them
Supplier invoices, expense receipts, payment advices, purchase orders: attachments arrive by email, under every possible name. Each document is read, checked, renamed, filed in the right folder and keyed into your spreadsheet or accounting tool.
Today
Attachments to open one by one
- Invoices named “scan001.pdf” to rename before filing.
- Amounts and dates copied by hand into a spreadsheet.
- Supplier invoices found again only when the reminder arrives.
With Loop & Roll
What moves forward on its own, from attachment to entry
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Every attachment read
Supplier, number, date, amount, VAT: the useful details are extracted from the invoice or receipt.
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Amounts checked
The invoice is compared with the purchase order, and a gap or a duplicate is flagged.
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Filed in the right place
The document is renamed by your rules and placed in the right folder of your Drive, OneDrive or SharePoint.
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Keyed into your tools
A row is added to your spreadsheet or bookkeeping tool, ready for accounting.
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Approval above a threshold
An invoice above the amount you set waits for the manager’s approval.
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Due dates tracked
A late customer invoice prepares a reminder, a supplier invoice to pay alerts the right person.
A concrete example
A supplier invoice lands in the accounts mailbox
It is filed, keyed in and waits for Marc, who approves it from his phone.
- Invoice received PDF attached
- Amounts checked against the purchase order
- Filed Drive, suppliers 2026
- Keyed in purchases spreadsheet
- For Marc to approve above €1,000
How we go about it
We find where the time goes, then we automate it.
The same method in every company: an AI audit to measure, workflows that run, the time saved shown every month. The first audit is free.
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Product 1 · Identify
The AI audit First audit free
An interview agent talks with each team, by voice or on screen, for about half an hour. It analyses their emails. A senior consultant completes it when needed.
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Product 2 · Automate
The Loop & Roll platform
Each opportunity you keep becomes a workflow that runs. It reads emails, extracts what matters, keys it into your tools and prepares replies as drafts.
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Then · Measure and extend
The time saved, every month
A dashboard for you and your teams shows the time saved each month. Every six months, a new audit finds the next automations, or fixes and improves the ones in place.
We do not replace anyone
For the whole company
We take away the tedious tasks so that your teams can make the most of their skills.
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Accounting
Documents already filed and keyed in. Time goes to checking and analysis.
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Assistants and purchasing
Fewer attachments to open, rename and file one by one.
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Management
A view of invoices to approve and due dates, without digging through mailboxes.
Workflow library
Workflows from our library for this
Ready-made examples from our business library. Yours start from them, or are built to measure when they do not exist yet.
- Follow-ups and reminders Official Unpaid invoices: reminders with a graded tone Every weekday morning, lists the invoices of your Table that are unpaid and at least 7 days overdue (columns invoice_number, client, email,... OpenAI Slack Tables
- Data extraction Official Log supplier invoices in an Excel table on SharePoint Each PDF invoice is read, the AI extracts supplier, number, date, due date and amounts, and a row is added to your Excel table hosted on Sha... Microsoft Excel OpenAI
- Data extraction Official File PDF attachments in one Drive folder per sender Each email carrying a PDF creates (or reuses) a Google Drive folder named after the sender, then stores the PDFs inside it, named after the... Google Drive
- Data extraction Official Reconcile payment advices in Google Sheets Customers send payment advices or remittance notices. The AI extracts payer, payment date, amount, bank reference and the invoice numbers se... Google Sheets OpenAI
- Notifications Official One Teams alert per overdue unpaid invoice Each weekday morning, lists the rows of your invoices table whose Status is “Unpaid” and whose DueDate is before today, then posts one Teams... Microsoft Teams Tables
- Data extraction Official Invoices: extract and log to Google Sheets When an email arrives with a PDF attached, the text is read, an AI model extracts supplier, invoice number, amount and due date, and a row i... Google Sheets OpenAI
Integrations
Works with your tools
Invoices and attachments
Your questions
Where do we start?
With a free audit. An interview agent talks with each team for about half an hour, by voice or on screen, and analyses their emails with their consent. You get the opportunities ranked by gain and effort, in hours and euros. You choose, a first prototype runs, and you approve it before it goes live.
Does it work with our accounting software?
Documents go to a folder or a spreadsheet that your software or your accountant can pick up. If it accepts direct exchanges, we feed it directly.
What if an invoice is misread?
A doubtful document is not keyed in on its own: it goes to a person, with what raises the question. Every action is logged.
Where do our invoices go?
Your data stays with you, in your Drive or SharePoint, with the AI of your choice, including AI hosted in France.
How many attachments does your team open every day?
We start with a free audit: your invoices, receipts and due dates, and what can be filed on its own. Book a demo.