Quick start
Step-by-step guide to set up your account and extract your first invoices.
Follow these steps to get up and running.
1. Create Your Account
Sign up at getbeel.com with Google or email.
2. Create Your Workspace
Name your workspace after your company. All invoices, settings, and team members live here. Create multiple workspaces if you manage several businesses.
3. Connect Your Email
Go to Settings > Email Connections and choose your provider:
- Gmail — Connect via OAuth with read-only access
- Outlook — Connect via OAuth with read-only access
- IMAP — Manual configuration for any email provider
- Email Forwarding — Set up an auto-forward rule from your inbox to your Getbeel address
All connections are secure — Getbeel never stores your email password. You can connect multiple accounts (billing@, finance@, etc.).
4. Set Up Your Company Profile
Go to Settings > Company Profile and add your company name, tax ID, and preferred currency. This helps the AI identify your invoices.
5. Run Your First Scan
From the Dashboard, click Scan Now, pick a date range, and start scanning.
6. Review Your Invoices
Go to Invoices to see everything Getbeel found. Click any invoice to compare the original PDF with the extracted data. Verify correct invoices or Reject non-invoices.
7. Set Up Categories & AI Rules
Categories (Settings > Categories) — Start with defaults or create your own with colors and icons.
AI Rules (Settings > AI Rules) — Write rules like "Categorize AWS invoices as Cloud Infrastructure". Rules apply to all future scans.
8. Invite Your Team
Go to Members > Invite and assign roles:
- Owner — full access including workspace settings and billing
- Editor — full invoice, scan, and category access
- Auditor — read-only, ideal for your accountant
You're All Set
Getbeel scans your connected email accounts daily and processes new invoices automatically. Check your dashboard anytime for a complete picture of your finances.