Gmail Integration

Connect multiple Gmail accounts and automatically scan for invoices with daily auto-scanning.

Beel connects directly to your Gmail accounts to find and extract invoices automatically. No email forwarding, no manual uploads — just a secure OAuth connection and automated scanning.

Connecting Gmail

Secure OAuth Connection

Beel uses industry-standard OAuth 2.0 to access your Gmail. No passwords are stored — just secure, token-based access that you can revoke anytime.

  1. Navigate to Settings in your workspace
  2. Find the Email Connections section
  3. Click Connect Gmail
  4. Authorize Beel to read your emails (read-only access)
  5. Connection verified and ready for scanning

Multiple Accounts

Connect multiple Gmail accounts per workspace to capture invoices from different sources:

  • billing@yourcompany.com — Vendor invoices
  • finance@yourcompany.com — Subscription receipts
  • accounts@yourcompany.com — Accounts payable
  • personal@gmail.com — Freelancer expenses

Each connection is managed independently. You can enable, disable, or disconnect accounts at any time.

Automated Daily Scanning

Beel automatically scans your connected Gmail accounts every day, processing new invoices while you sleep.

What Gets Scanned

  • Email attachments — PDF, JPG, PNG, WebP files
  • Email body text — Invoices embedded in HTML emails
  • Configurable date range — Default: last 24 hours

Intelligent Filtering

Not every email is an invoice. Beel's pre-screening heuristics skip obvious non-invoices (newsletters, receipts, personal emails), so only relevant documents are processed by the AI.

Manual Scanning

Need to backfill historical invoices or scan on-demand? Trigger a manual scan for any date range.

How to Scan Manually

  1. Go to the Dashboard
  2. Click Scan Now
  3. Choose a date range (presets: last 7 days, last 30 days, or custom)
  4. Click Start Scan

Progress Tracking

Every scan shows real-time progress:

  • Emails found — Total emails matching the date range
  • Processed — Successfully extracted invoices
  • Skipped — Emails without invoice content
  • Failed — Errors during processing (with details)

Scan History

View your complete scan history in Settings. Every scan is logged with timestamps, results, and any errors — giving you full visibility into the automation.

Use Cases

Onboarding

Run a manual scan for the last 30-90 days to import your existing invoices when you first connect.

New Account

After connecting a new Gmail account, backfill its history with a manual scan.

Period Reconciliation

Re-scan a specific time period if you need to verify completeness before month-end close.

Managing Connections

Connection Status

Each Gmail connection shows:

  • Status — Active or inactive
  • Last sync — When the last successful scan ran
  • Account email — Which Gmail account is connected

Disconnecting

To disconnect a Gmail account:

  1. Go to Settings > Email Connections
  2. Click the disconnect button next to the account
  3. Confirm disconnection

Disconnecting removes Beel's access to that Gmail account. Previously extracted invoices remain in your workspace.