Never Miss a Vendor Invoice

Property managers receive invoices from contractors, utilities, insurers, associations, and other vendors. The email may arrive days before the work is reviewed, and its payment deadline can be easy to overlook.

Planobot imports eligible Gmail messages, identifies payment-related information, and can propose a Payment linked to the source Message and relevant Property. A workflow Task can track unresolved payment work.

Vendor email → Message → invoice analysis → proposed Payment → user review → tracked payment workflow

Example Plumbing LLC emails invoice EX-1058 for $640, due September 30, for 123 Example Street. Planobot can propose a Payment with those details. The manager verifies the email, approves the Payment, and tracks follow-up without Planobot sending money.

Review the amount and due date, correct the payee or Property, approve or reject the proposal, and manage the Payment and its linked Task from the Payments ledger.

Follow Track an Invoice Received by Email, then read Invoices and Payment Records.