Dashboard
Connected mailboxes and invoice intake for your organization.
Connect your mailboxes
Connect Gmail, Outlook, or both — we'll automatically find and file your invoices.
Invoice storage (OneDrive)
Upload an invoice (PDF or image)
Files are filed into your chosen OneDrive and the invoice fields are extracted automatically.
Review extracted invoice details — nothing is saved until you confirm
Backfill from OneDrive
Re-imports every invoice in a OneDrive folder and splits them into expenses and revenue (invoices you sent). This first deletes all previously backfilled invoices, then re-reads the files with the corrected classification.