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Getting started

Set up Getbeel and start collecting invoices automatically in under 5 minutes.

Getbeel connects to your email, finds invoices, and extracts the data automatically. Here's how to get started.

Quick Setup

  1. Sign up at getbeel.com
  2. Create your workspace — name it after your company
  3. Connect your email — Gmail, Outlook, IMAP, or Email Forwarding
  4. Scan — Getbeel finds and extracts every invoice
  5. Review — verify what the AI found, approve with one click

What You Can Do

  • Invoices from email — Connect Gmail, Outlook, IMAP, or Email Forwarding to scan for PDFs, images, and email invoices
  • AI Extraction — Pulls vendor names, amounts, dates, tax, and line items
  • Categories & Rules — Organize expenses with custom categories and plain-English AI rules
  • Bank Reconciliation — Match bank transactions to invoices automatically
  • Billing & Credits — Pay-as-you-go credit system for scans and AI extractions
  • Team Access — Invite your team or accountant with Owner, Editor, and Auditor roles
  • Analytics — Spending trends, vendor rankings, and category breakdowns

Next Steps