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Emailgistics for Accounts Payable & Billing

Every invoice email owned

Invoices, statements and vendor questions pile up in ap@ and billing@. Emailgistics assigns each one to an owner automatically, answers payment questions with templates and keeps a record of every action, inside Outlook.

  • 10,000+

    people use Emailgistics

  • 400+

    organizations rely on it

  • 4.7/5

    rating on G2

  • < 1 hour

    to go live, no migration

How do AP and billing teams manage shared mailboxes?

Invoices and payment questions share one inbox, vendors chase whoever answered last, and disputes lose their paper trail. Emailgistics tags and assigns each email automatically, sends vendor follow-ups back to the same person and reports on where the time goes. Conversation history and AI summaries catch anyone up on a dispute, all inside Microsoft 365.

  1. An invoice email tagged Invoices and assigned to Kelly W. by rule

    Intake

    Invoices are tagged and assigned automatically

  2. A Northwind Supply thread: invoice INV-2291 replied to by Julie S., and today’s payment status follow-up sent back to Julie, the previous owner

    Vendors

    Vendor follow-ups go back to one person

  3. Shared templates for ap@: payment run schedule ready to insert, remittance details, W-9 request and new vendor setup

    Answers

    Templates answer common vendor questions

Stop sorting the ap@ inbox by hand

Invoices, statements and vendor questions all land in ap@ together. Rules tag and assign each one as it arrives:

  • Match “invoice”, “INV-” or a vendor’s domain
  • Automatically assign by round robin or load balancing
  • Tag invoices, statements and disputes on arrival
An Invoice intake rule: when the subject contains invoice or INV- from a vendor domain, assign to the AP team, tag Invoices and use round robin

Resolve disputes without losing the paper trail

A short-paid invoice can run for weeks and pull in purchasing. Everything stays with the email, so no one rebuilds the story:

  • Internal notes to purchasing that vendors never see
  • A history of every assignment, note and reply
  • AI summaries that catch a manager up in seconds
A short-paid invoice email open in Outlook beside the Emailgistics pane: assigned to Julie S., tagged Disputes and Invoices, with a note from Chris D. and a link to the history, and an AI summary of the 9-message dispute

See where the AP inbox time goes

When payment status questions rival invoices, the fix is upstream, not more staff. Reports show exactly where the time goes:

  • Volume by tag: invoices, status checks, disputes
  • Reply times for each person and mailbox
  • Vendor domain reports on who writes most
ap@ by tag over the last 30 days: invoices 412, payment status 268, statements 96, disputes 41, with vendor domain volume and average reply times

Live in under an hour, with no migration

  1. 1 Connect your mailboxes
  2. 2 IT grants consent
  3. 3 Deploy the Outlook add-in

Plans from $11 per user per month, billed annually. Try it free for 14 days, no credit card.

Teams that run on Emailgistics

Real results from Emailgistics customers, in their own words.

  • Canadian Tire

    99%

    of dealer emails answered within SLA, averaging about 3 hours

    “Our response time floats around the 3-hour mark, which is amazing and well-exceeds our 48-hour turnaround goals.”

    Gina D., Manager of Network Performance Support and Adoption
    Read the case study
  • JTF Gov

    64%

    faster first replies in 13 weeks, from 13 hours to under 5

    “I like the auto routing because it takes away that decision fatigue … It just puts it in your mailbox.”

    Emily C., Program Manager
    Read the case study
  • Host and Stay

    95%

    faster responses, from over 48 hours to 2, on 700 emails a day

    “You can see exactly where an email went, who did what with it, and use those insights to train somebody.”

    Lindsay W., National Head of Customer Experience
    Read the case study
Rated 4.7/5 on G2

Emailgistics vs. a shared mailbox alone or Outlook rules

A shared mailbox alone leaves invoices unowned. Outlook rules move copies with no follow-through. Emailgistics gives every invoice email one owner and a record.

Feature
Emailgistics logo

Inside Outlook

Outlook on its own

Outlook rules

One owner per email
Anyone can reply
Moves copies
Vendor replies to the same person
Shared templates
Personal only
Conversation history
Volume and reply reports

Features AP and billing teams use most

Everything your team needs to keep invoices and vendors moving.

Rules
Automatic assignment

Assign invoices, statements and vendor setup email on arrival.

Previous owner
Previous-owner routing

Vendor follow-ups go back to whoever handled them.

Templates
Shared templates

Approved replies for payment runs, remittance and W-9s.

Conversation history
Conversation history

A record of every assignment, note and reply for audits.

Reports
Tag and domain reports

Volume and reply times by request type and vendor.

Emailgistics AI
AI summaries and replies

Reply to vendors in seconds from your AI knowledge base.

Most accounts payable and billing teams work from ap@, invoices@ or billing@ shared mailboxes. Emailgistics routes each invoice and vendor email to one owner, shares approved replies and keeps a record of every action, without leaving Outlook.

Explore the product

Yes. Rules match keywords such as “invoice”, “INV-”, “statement” or “remittance” in the subject or body, or the vendor’s domain. Each email is tagged and assigned to someone on the AP team by round robin or load balancing.

See workflow automation

Shared templates answer common questions, such as payment run dates and remittance details, in a few clicks. Tag reports show how much time status questions take.

See reporting and analytics

Yes. Conversation history shows every assignment, note and reply with times, so you can answer auditors and vendors with confidence.

See team email management

No. Emailgistics manages the shared mailbox where invoices and vendor questions arrive. It works alongside your ERP or AP automation, inside Outlook.

See how it fits Microsoft 365

Outlook rules move or copy email, but no one owns it afterwards. Emailgistics assigns each email to one person and tracks it to a reply.

Compare with Outlook rules

Yes. Emailgistics is SOC 2 Type II certified and HIPAA and GDPR compliant. It works on the shared mailboxes in your Microsoft 365 tenant, so email stays in Exchange Online, and access is limited to the mailboxes you onboard.

See security

Most teams are live in under an hour, with no migration. Book a demo, then try Emailgistics free for 14 days on your own shared mailboxes. No credit card required.

Book a demo

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