Getting Started
How to connect your Gmail account
3 min read12.5k views
Connecting your Gmail account is the first step to automating your invoice management. InvoiceSorter will scan your inbox for invoice emails and extract key data automatically.
Quick setup
- Navigate to Dashboard → Settings → Connected Accounts.
- Click "Connect Gmail" and sign in with your Google account.
- Grant the required permissions (read-only email access).
- InvoiceSorter will begin scanning your inbox immediately.
The initial scan typically takes 2-5 minutes depending on your inbox size. Only emails with invoice/receipt attachments are processed.
💡 Tip
For organization accounts, your Google Workspace admin may need to approve InvoiceSorter as a trusted app first.
Security and privacy
We use OAuth 2.0 for authentication — we never see or store your password. InvoiceSorter only accesses emails that contain invoice-like attachments. Personal emails are never read or stored.