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Invoice management

Automatically collect, extract, and categorize invoices from your email accounts with AI-powered processing.

Connect your email accounts and Getbeel finds, extracts, and categorizes invoice data automatically.

How It Works

  1. Connect — Link email accounts via Gmail (OAuth), Outlook (OAuth), IMAP (manual config), or Email Forwarding
  2. Scan — Getbeel scans emails for invoices (daily or on-demand)
  3. Process — Invoices enter a processing state while AI reads PDFs and email bodies
  4. Extract — AI pulls structured data: vendor info, amounts, dates, line items, and more
  5. Categorize — Invoices are sorted using AI and your custom rules
  6. Review — Verify extractions individually or use bulk operations to approve, reject, or export multiple invoices at once

Key Capabilities

  • Email Connections — Connect multiple accounts per workspace via Gmail, Outlook, IMAP, or Email Forwarding. Each provider is managed independently.
  • AI Extraction — Reads PDFs, HTML, and images. Extracts vendor names, amounts, dates, tax, and line items. Supports multiple currencies and languages.
  • Smart Categorization — 10 default categories plus unlimited custom ones. Plain-English AI rules for automation.
  • Invoice Workflow — Clear pipeline: Processing > Pending Review > Verified > Exported (or Rejected). Includes a Missing Document status for emails with incomplete attachments.
  • Bulk Operations — Select multiple invoices to change status, categorize, or delete in one action.
  • Manual Upload — Upload PDFs directly for the same AI extraction.

Learn More