Three ready-to-copy routing recipes for sending invoices to a bookkeeper, a manager, or your accountant.

Routing examples

Admin+

Three recipes you can build on the Email Routing page. Each one is a single rule.

Send one vendor's invoices to the bookkeeper

Forward every document from a specific supplier to the person who books it.

Under match all, add vendor.name equals the supplier name, for example Acme Hosting.

Enter your bookkeeper's email address.

Save the rule and confirm it is enabled.

Flag every document above a spending threshold for sign-off.

Under match all, add invoice.total greater than 500.

Enter the manager's email address.

Set a subject template like Approval needed: {vendor} {total} {currency} so the inbox shows what it is at a glance.

Route anything you have tagged for tax to your accountant.

Make sure the documents carry a tax tag, applied by hand or by an AI rule. See Tags.

Under match any, add tags contains tax.

Enter the accountant's email address and turn on the attach-PDF toggle so they receive the source file.

Every field and operator you can match on.

Subject tokens, details, and attachments.

Inbox Ledger turns your inbox into clean accounting data. The free tier includes 10 credits, refilled every 30 days.