Document intake
Email inbox
Invoices and supplier questions that arrive by email, and what the agents did with each one.
Email ingestion isn't available
The email channel is not enabled on this server.
Recent emails
Every email received, with what happened to each attachment.
Documents waiting for an owner
We couldn't tell which entity these belong to. Choose one and assign — the file is re-read from the original email and processed normally.
Add an entity
The companies or accounts documents belong to. Emails from an entity's address route to it automatically.
Entities & routing rules
Routing order: sender email → filename prefix → AI detection. Anything still unclear waits in Needs assignment.
Questions received
Every supplier question and how the agent handled it.
Supplier contacts
Email addresses allowed to receive automatic answers, and the supplier they belong to (must match the vendor name on invoices).
Email ingestion
Let clients email their documents straight into Excellencium.
Inbound address
Share this address with clients. Every attachment sent to it is validated and routed.
Mailbox connection
Use a dedicated mailbox — messages are marked as read once they've been processed.
Acknowledgements
An automatic reply telling the sender what was received and what needs resending.