Getting Started

How do I connect my Gmail account?

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Connecting your Gmail account to InvoiceSorter allows us to automatically scan your inbox for invoices, receipts, and other financial documents. The entire process takes less than 2 minutes.

Step-by-step guide

  1. Go to Dashboard → Settings → Connected Accounts.
  2. Click the "Connect Gmail" button.
  3. You will be redirected to the Google OAuth consent screen. Sign in with the Gmail account you want to connect.
  4. Grant InvoiceSorter permission to read your emails. We only access messages that contain invoices — we never read or store personal emails.
  5. Once connected, InvoiceSorter will begin scanning your inbox for invoices. This initial scan may take a few minutes depending on how many invoices are in your inbox.

💡 Tip

You can connect multiple Gmail accounts depending on your plan. The Free plan includes 1 account, Starter includes 2, Professional includes 20, and Enterprise offers unlimited accounts.

What permissions does InvoiceSorter need?

InvoiceSorter requests read-only access to your Gmail. We use this to scan for emails with invoice attachments (PDF, images) and extract invoice data. We never modify, delete, or send emails on your behalf.

Troubleshooting

  • If the connection fails, make sure you are not using a Google Workspace account with restricted third-party app access. Ask your admin to whitelist InvoiceSorter.
  • If invoices are not appearing, check that the emails contain PDF or image attachments. Inline invoices (HTML emails without attachments) are not yet supported.
  • Try disconnecting and reconnecting your account from Settings if the sync seems stuck.
How do I connect my Gmail account? | InvoiceSorter.app