Shared inboxes / accounting@ inbox
Every bill, payment and statement in accounting@, in order
accounting@ is where vendor bills, customer payments, bank notices and statements pile up. Clarity sorts each one as it lands, matches payments to the invoices they settle and drafts the replies.
What Clarity does with each email
Four emails like the ones that land here, and what happens to each one.
| From | Subject | Label | What Clarity did |
|---|---|---|---|
| Supplier | Invoice 5521 attached | Bills (your rule) | Filed with your bills |
| Customer AP | Remittance: INV-3310 | FYI | INV-3310 marked paid |
| Bank | Your monthly statement is ready | Notification | Filed |
| Customer | Question about line 4 on INV-3302 | To Respond | Reply drafted |
What goes wrong today
Bills and payments arrive side by side
An invoice you owe and a payment you received land next to each other. Sorting them is the first job every morning.
Month end means searching
Reconciling means digging back through weeks of email for the remittance that explains one deposit.
One question holds up a whole invoice
A customer's question about a single line stops the payment until someone answers it.
How Clarity handles it
Sorts every email as it lands
Each email gets a label the moment it arrives: To Respond, FYI, Marketing and the rest. You can add your own labels by writing the rule in plain words.
Matches payments to invoices
Remittances, e-transfer notices and bank statements are matched to the invoice they settle. A payment posts only when the document names the invoice and the amount agrees.
Writes down what it can't place
A payment that matches no invoice is recorded as unreconciled, not dropped, so you can see it and decide.
Drafts replies in your voice
Replies to real questions wait in your Drafts folder, written the way you write. You read them, change what you want and send.
Not sure what to hand over?
Most people aren’t. Run the free report and it shows what arrives in your inbox and what Clarity could take. Or book a call and we’ll look at it with you and set it up the way your business runs.
What it won’t do
Send a reply you haven’t seen, unless you write a rule that tells it to.
Mark an invoice paid on an amount alone. The payment has to name the invoice.
Close a task without an email that shows it was done.
Questions
Does Clarity send emails on its own?
Not unless you tell it to. By default every reply waits in your Drafts folder until you read it and send it. You can write a rule that replies for you, but that is your choice.
Does it work on a shared address like info@?
Yes. Connect the shared address the same way you would connect your own mailbox, with its Gmail or Outlook login. Clarity then works on that inbox like any other.
Do I have to set it up myself?
Labels and drafts start working as soon as you connect. For order tracking, payment matching or anything specific to how your business runs, book a call and we set it up with you.
Other shared inboxes
See what Clarity would do with your inbox.
Connect your inbox and the report shows what arrives, what waits too long and what Clarity could take off your plate. Nothing is sent.