Navigate to Account > Settings > Email Forwarding and click on the Connect button to begin the OAuth 2.0 authorization process. This will connect your Gmail seamlessly and securely.
With any new account, we set up a custom email inbox. This will look like [email protected]. If you don’t want to connect your email directly to our application, simply forward any relevant email automatically, following your email provider’s setup process.
This happens automatically when financial documents are sent to the email inbox of your choice. Any document type can be captured. They must be attached to the email, and if you are not seeing your documents appear, make sure they are not hidden behind a link. Specific document formats may need to be uploaded manually.
No, never. Your inbox is simply used to ingest documents for processing.
Documents can take up to five minutes to propagate within your inBuild inbox. We recommend waiting a moment or refreshing your application page. When the document enters your inbox, you can give it another minute to process and label the document correctly with our AI and OCR technology. If you’re still having trouble with this, please double-check the email the document was sent to, and confirm the message was successfully delivered. If you continue to have issues, do not hesitate to reach out to [email protected] for assistance.
To integrate with Gmail, the user must authenticate their account through the Google OAuth 2.0 login flow. Thanks to this setup, inBuild does not need to store or transmit user account names or passwords but instead relies on granted application credentials. These credentials are used as part of an authorization step in which the user chooses to allow (or deny) our application access to their Google account data. Access granted to our application may be revoked at any point by the user. The result is a secure connection for Gmail users and peace of mind that your data is safe.
Consider requesting a live demo with one of our team members to see if inBuild is the accounts payable solution you have been looking for. We can decide on the right integrations for you and have you set up in no time.