Quickstart: process your first invoice
Go from signup to your first extracted invoice in about ten minutes.
Quickstart: process your first invoice
This guide takes you from signup to a fully extracted invoice in about ten minutes.
You need a Gmail or Outlook account that received at least one invoice in the last month. The free tier gives you 10 credits, refilled every 30 days, which is plenty for this walkthrough.
Connect your inbox
Sign up
Create an account at inboxledger.app/signup.
Confirm your email
Click the magic link we email you. There is no password to set.
Connect Gmail or Outlook
In the dashboard, open Sources and click Add Source. Choose Gmail or Outlook, then approve the read-only access on Google's or Microsoft's screen. You land back on the Sources page with your inbox listed.
Find your past invoices
Open Retroactive Scan
In the sidebar, open Retroactive Scan, then click Find Past Invoices.
Choose a period and an inbox
Pick a period: Today, This month, Last month, or Last quarter. Tick the inbox you just connected, then click Scan Selected.
Scanning works by email delivery date. An invoice dated last year is found only if the email carrying it arrived inside the period you picked. Inbox Ledger reads each email in that window, keeps the PDF attachments that look like invoices, and queues them for extraction.
Review the first invoice
Open Documents and click the first row once it finishes extracting. Check the vendor, total, currency, and date. Click any field to edit it if the AI read something wrong, then save.
Your invoice is done when it shows up in Documents with the vendor and total filled in. Each file appears as soon as it finishes, so you can start reviewing before the whole batch is processed.
What's next
- Edit and refine. Every extracted field is editable, and your corrections stay put.
- Add AI rules. Auto-tag subscriptions, set a clean vendor name, or exclude documents you do not want.
- Connect an export target. Push approved invoices to QuickBooks, Google Sheets, or Drive.
Related
Connect Gmail
OAuth scopes, sync cadence, and limits.
Document detail view
Edit extracted fields and review line items.
AI rule examples
Real-world automation recipes.
Ready to try this?
Inbox Ledger turns your inbox into clean accounting data. The free tier includes 10 credits, refilled every 30 days.
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