Getting Started
You can connect email accounts for free. Connected accounts can be used to get quotes for retroactive extractions or real-time monitoring with a subscription.
Adding Your First Email Account
Navigate to Email Accounts
Go to the left sidebar
Click "Sources" > "Email Accounts"
Click the white "Add an account" button (top right)
Choose Your Connection Method
Sign in with Google (Gmail/Workspace)
Sign in with Microsoft (Outlook/365)
Any other account (IMAP)
Invite a guest
Authorization Process
Grant access: You'll be redirected to your email provider's login page. Sign in and authorize Receiptor AI to access your inbox.
Read-only access: Receiptor AI requires read-only access to scan receipts and invoices. We never send emails or modify your messages.
Confirm connection: Return to your dashboard to confirm the connection was successful.
How It Works
Get quotes: Use connected accounts to get quotes for retroactive extractions from past emails.
Real-time monitoring: Upgrade to a subscription plan for automatic monitoring of new incoming emails with receipts and invoices.
Multiple accounts: Connect as many email accounts as needed. Each can be used for quotes and monitoring.
Guest Invitations
Invite team members: Send invitations to colleagues or team members to authorize their email accounts for your Receiptor AI workspace.
Guest experience: Invited guests are only able to see the invitation page, where they can authorize their account and view the processing details. They don't access your main dashboard.
Centralized management: Guest accounts can be used for retroactive extractions or added to your subscription for ongoing monitoring.