DocxSuite AI

From Inbox to NetSuite Record.
Automatically.

DocxSuite AI reads your emails from Gmail, Outlook, or Zoho Mail, extracts PDF attachments, and automatically creates Purchase Orders, Sales Orders, and other records directly in NetSuite — zero manual data entry.

80%

Less Manual Entry

< 10s

Email to Record

99%

Extraction Accuracy

GmailOutlookZoho MailNetSuitePO / SO / Bills
DocxSuite AI · Email Monitor
watching inbox
A
vendor@acmecorp.com9:42 AM

Purchase Order #8821 — Q2 Supply Request

📎PO_8821_AcmeCorp.pdf· 284 KB
Monitoring inbox for new documents…
See It In Action

Watch DocxSuite AI Process Documents

From email arrival to NetSuite record — see every step of the automated document processing pipeline.

Step 1 · Email Detection & PDF Parsing
DocxSuite AI · Email Monitor
watching inbox
A
vendor@acmecorp.com9:42 AM

Purchase Order #8821 — Q2 Supply Request

📎PO_8821_AcmeCorp.pdf· 284 KB
Monitoring inbox for new documents…

Email arrives → PDF attachment detected → AI reads and extracts all relevant fields → NetSuite record created.

Step 2 · NetSuite Record Type Detection
DocxSuite AI · NetSuite Record Types

DocxSuite AI automatically detects & creates the right record type

Fields mapped to NetSuite · purchaseorder

VendorPO NumberLine ItemsDue DateShip-To Address
Auto-created in NetSuite after extraction

Click each record type to see how DocxSuite AI maps extracted fields to the correct NetSuite record.

Step 3 · Works With Your Existing Email

Connect once — DocxSuite AI monitors all your inboxes

GmailGoogle Workspace & personal GmailConnected
OutlookMicrosoft 365 & Exchange accountsConnected
ZZoho MailZoho Workplace email accountsConnected

OAuth2 secure connection. No passwords stored. Read-only email access for document detection.

Features

Everything You Need to Eliminate Manual Entry

DocxSuite AI isn't just OCR. It's an intelligent automation layer that understands your documents and your NetSuite setup.

01

Multi-Inbox Support

Connects to Gmail, Microsoft Outlook, and Zoho Mail simultaneously. Monitor multiple inboxes and catch every document automatically.

02

Intelligent PDF Parsing

AI reads PDFs of any format — scanned or digital — and extracts vendor details, line items, amounts, dates, and more with high accuracy.

03

Auto NetSuite Record Creation

Creates Purchase Orders, Sales Orders, Vendor Bills, and other records directly in your NetSuite instance via the REST API — fully mapped and validated.

04

Smart Field Mapping

Learns your NetSuite field structure and maps extracted data accurately — vendor IDs, item codes, GL accounts, subsidiaries, and custom fields.

05

Duplicate Detection

Before creating any record, DocxSuite AI checks NetSuite for existing records with matching PO numbers, invoice IDs, or vendor references to prevent duplicates.

06

Approval Workflow Trigger

Once a record is created, DocxSuite AI triggers the appropriate NetSuite approval workflow — so the right people are notified and nothing falls through the cracks.

07

Audit Trail & Logs

Every extraction, field mapping, and record creation is logged with timestamps and source email metadata — giving you full traceability for compliance.

08

Secure & Compliant

OAuth2 connections to all mail providers. No email content stored after processing. Enterprise-grade security with role-based access controls.

How It Works

Email to NetSuite in 4 Simple Steps

Connect once, and DocxSuite AI handles everything — reading, extracting, validating, and creating records automatically.

📧
01

Email arrives

DocxSuite AI monitors your Gmail, Outlook, or Zoho inbox 24/7. When a new email with a PDF attachment lands, it triggers automatically.

🤖
02

AI reads the PDF

The attached PDF is parsed using AI — extracting vendor name, PO/SO number, line items, amounts, dates, and all relevant fields.

🗂️
03

Fields mapped to NetSuite

Extracted data is intelligently mapped to the correct NetSuite record type and fields. Duplicates are checked before anything is created.

04

Record created in NetSuite

The PO, SO, or invoice is created in your NetSuite account instantly. Approval workflows are triggered and your team is notified.

Early Access Open

Stop Entering Data Manually. Let AI Do It.

Join finance and operations teams who have eliminated hours of manual NetSuite data entry with DocxSuite AI.

Gmail · Outlook · Zoho MailNetSuite NativePO / SO / InvoicesAI-PoweredZero Manual Entry
Get In Touch

Let's Build Something Amazing Together

Have questions or ready to start your AI journey? We're here to help.

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