Getting Started
Welcome to InvoiceSorter! This guide will help you get up and running in minutes.
Quick Start
1
Connect Gmail Account
Sign in with your Gmail account to allow InvoiceSorter to scan for invoices. We only read emails, never send.
2
Initial Scan
InvoiceSorter will automatically scan your inbox for invoices. This may take a few minutes depending on your email volume.
3
Set Up AI Rules
Configure custom rules to automate invoice categorization, exclusions, and data population.
4
Export to Google Drive
Connect Google Drive to automatically save processed invoices to your cloud storage.
Key Features
- Automatic invoice detection from Gmail
- AI-powered data extraction (vendor, amount, date, etc.)
- Custom automation rules in natural language
- Google Drive integration for backup
- RESTful API for programmatic access
🔒 Security & Privacy
We take security seriously. All data is encrypted in transit and at rest. We only request read-only access to your Gmail and never send emails on your behalf. Your invoices are stored securely and never shared with third parties.