Every invoice, saved to OneDrive or SharePoint
Tailride captures your invoices from every source, names each one consistently, and saves it to your OneDrive or SharePoint library — a tidy archive inside Microsoft 365, built without lifting a finger.
Filing invoices in Microsoft 365
You need the documents stored where the team can find them. Most ways to get them there are manual or break when things change.
Download and upload
SlowestOpen each email, save the attachment, rename it, drag it into OneDrive or SharePoint. Doable for five a month, not fifty.
Outlook rule
LimitedAn Outlook rule can save attachments to OneDrive. It won't filter non-invoices, won't rename files properly, and misses portal invoices altogether.
Power Automate
FragileWire up a flow to save email attachments. It won't read the document, can't name files intelligently, and breaks when layouts shift.
Tailride → OneDrive / SharePoint
Recommended
Tailride captures invoices from every source, reads each one to name it properly, de-duplicates, and files the PDF into your OneDrive or SharePoint library — no dragging, no renaming, no missed documents.
Connect once, then forget about it
Four short steps link Tailride to OneDrive or SharePoint — no Power Automate flows, no add-ins to maintain.
Sign up free
Tailride pulls all your invoices into one place — inbox, uploads and supplier portals. Start free →
Connect OneDrive or SharePoint
Authorise Microsoft through its own sign-in and pick where invoices land: your OneDrive or a SharePoint document library. No flows to build.
Invoices arrive automatically
Tailride reads new invoices from your inbox, pulls portal ones through its browser extension, and even takes receipts over WhatsApp.
Find them in Microsoft 365
Every invoice is saved as a named PDF in the OneDrive or SharePoint location you chose, alongside the rest of your Microsoft 365 files.
A filing cabinet inside Microsoft 365
Every invoice Tailride reads ends up in your OneDrive or SharePoint, named and sorted with no manual work.
Captures from your inbox
Connect Gmail, Outlook or IMAP and Tailride reads invoices as they arrive — attachments and in-body invoices alike.
Named to your pattern
Files land with a name built from date, vendor, amount and invoice ID — in the order and separator you set. No more 'Invoice (3).pdf'.
Reaches supplier portals
Invoices behind a login count too. The Tailride browser extension grabs them from portals like Amazon and Meta. Browse portals →
Read by AI first
Each invoice is extracted before it's filed — so the filename carries real data instead of whatever the sender chose to call it.
Duplicates filtered out
The same invoice won't land twice. Tailride catches repeats before they clutter your archive.
Back-fills your history
Don't start from an empty folder. Tailride reaches back through your mailbox and files past invoices in one pass. Retroactive scanning →
For anyone who needs invoices on file in Microsoft 365
Small & medium businesses
You live in Microsoft 365 and need invoices stored where the rest of your files are — without the manual save-and-rename.
- A tidy archive inside OneDrive or SharePoint
- Search by vendor or date in Microsoft 365
- Share a folder or library with your accountant
Finance teams and firms
You file invoices for compliance or client records and need it done consistently across the board.
- Consistent naming across all clients or entities
- No manual file-saving between inbox and OneDrive
- Our program for accounting firms →
OneDrive & SharePoint — common questions
Does it work with OneDrive and SharePoint?
Where do the invoices end up?
How are the files named?
Can it save to a SharePoint site or Teams?
Can I also keep the files elsewhere or send them to accounting software?
What happens to my data?
How much does it cost?
More on organising invoice files
Guides on capturing and filing documents automatically.
Invoice Data Extraction Software: A Practical Guide
How software turns a PDF into structured fields you can use for naming, filing, or feeding into your books.
Read article →How to Extract Data from a PDF Invoice
The ways to pull vendor, date, totals and line items out of a PDF — by hand, by OCR, and by AI.
Read article →More from Tailride
Other destinations, features and reading.
All integrations
See every source and destination Tailride connects.
→Google Drive
Store invoice files in Google Drive instead.
→Google Sheets
Log each invoice as a row in a spreadsheet.
→QuickBooks
Sync the same invoices into QuickBooks.
→Online portals
Capture supplier-portal invoices in a click.
→Pricing
Per-document pricing, no per-user fees.
→Let your invoice archive build itself
Capture from every source, name consistently, and file to OneDrive or SharePoint — without saving a single PDF by hand.
Run an accounting firm? See our program for firms →