You can integrate your Gmail and Microsoft Outlook inbox account with Cledara. This enables invoices to be automatically uploaded to Cledara.
To activate the integration, go to Settings > Workspace Settings > Integrations and click on the inbox tool that your team uses:
Sign in with the email inbox where you receive invoices for your subscriptions. Once connected, Cledara will be scanning that inbox for SaaS invoices.
Each user can connect one inbox to Cledara each. The integration works with accounts, but not mailing lists.
All SaaS invoices in your email account (as a PDF file or a link leading to a PDF file) that correspond to a payment made on Cledara will be automatically uploaded.
If your team does not use Gmail or Microsoft Outlook, or if your team has mulitple workspaces in Cledara, please reach out to Support so you can still get the benefits of Cledara’s automatic invoice matching. Write to email@example.com and we will provide you with a company-specific email address where you can forward all your SaaS invoices to.