BY NUMBER7 AIReceive
Message, sender and attachments.
EMAIL + CLIENT COMMUNICATION
Turn the inbox into transaction state.
AIdaptIQ resolves the client and entity, assembles attachments and lets the reviewer ask the client from the bill while the complete previous thread remains visible.
Resolve
Client, entity and workflow.
Process
Assemble evidence and evaluate controls.
Ask
Send the client question inside AIdaptIQ.
Return
Link the reply and full history to the bill.
EMAIL TO TRANSACTION
Route the message, question and reply through one accountable thread.
Assignment, duplicates and ambiguous evidence remain explicit while client clarification stays attached to the bill.
Mailbox message→Attachment assembly→Client/entity assignment→Question in AIdaptIQ→Reply + full history linked
Live product workflow: reviewers can ask the client from the transaction, see the previous conversation and retain the returned response with the originating bill. Ambiguous assignment remains visible for review.
DIRECT ANSWER
How does AIdaptIQ keep client clarification with the transaction?
The live workflow sends the question from the bill, keeps the complete previous conversation visible and binds the returned response to the same client, entity and financial transaction.
OPERATING SURFACE
The work behind the integration.
Follow the evidence, handoff and returned state across the integration.
- 01Message queue
- 02Sender and client context
- 03Invoice attachment and action
INTAKE
Put the document in the right operation.
Resolve the mailbox, client, entity, attachments, duplicates and document assembly.
Resolve the mailbox, client, entity, attachments, duplicates and document assembly
CLIENT QUESTION
Ask without leaving the transaction.
The reviewer sends one specific request with the relevant invoice or evidence context included.
The reviewer sends one specific request with the relevant invoice or evidence context included
RETURNED EVIDENCE
A reply should not start a disconnected thread.
The response returns beside the previous history and the affected controls can replay.
The response returns beside the previous history and the affected controls can replay
SYSTEM OF RECORD
Authority and returned state stay explicit.
AIdaptIQ manages the operational bridge; the accounting system owns the accepted record.
EVIDENCEEmail · Upload · API
AIdaptIQState · Controls · Resolution
SYSTEM OF RECORDQuickBooks · Tally · ERP
Define this integration boundary.
Map the identifiers, controls, failure states and acceptance evidence.