Inbox is where Roger reads and analyzes data from every financial document you add to your account. It is also the main area of your company's Roger account that you are automatically sent to each time you log into Roger:
As you can see in your company account settings, Inbox cannot be turned off, since this component is the basis for all other functions in Roger. Emails sent to your company's RogerAddress ends up in Inbox in the Emails tab (read more about handling emails in this article).
Roger can read the following information from your documents:
- Vendor information such as name and address
- Payment information such as ACH instructions, payment due date, and amount
- Invoice/bill number, expense date, currency and more
- Individual keywords that you have predefined in Workflow.
This information is made visible to you on each individual document in Inbox, and also serves as criteria to trigger one or more automatic actions you can set up with Workflow.
💡 FYI! Roger has manual monitoring of all documents that are submitted. If an error or doubt is encountered while analyzing a document, there will always be a set of human eyes to handle the situation and contact you if necessary.