Set up automatic invoice capture

You can integrate your Gmail and Microsoft Outlook inbox account with Cledara. This way, whenever your SaaS providers send you invoices via email, the files get automatically uploaded to the platform. No more nudges from the Finance team!

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 you've received in the past 90 days.

SaaS invoices in your email account that correspond to a payment made on Cledara in the past 90 days will be automatically uploaded. Exceptions can be found here.

If your team does not use Gmail or Microsoft Outlook, or if your team has multiple workspaces in Cledara, you can still get the benefits of Cledara’s automatic invoice matching!

Please reach out to support@cledara.com, and we will provide you with a company-specific email address which you can forward all your SaaS invoices to.

Troubleshooting

Here are some scenarios you might encounter when connecting your mailbox:

  I can't log into my email and establish the connection
  I have 2 mailboxes to connect
  "Please disconnect Cledara app in your Google account"

If you have connected the mailbox successfully, but invoices are not pushed 3 days after they are received, please refer to this article to troubleshoot why your invoices are not being uploaded.

I can't log into my email and establish the connection

The integrations work with accounts, but not mailing lists. Please ask Cledara Support for your company-specific mailbox to forward your SaaS invoices to.

I have 2 mailboxes to connect

Each user can connect one inbox to Cledara, so if you have more than one mailbox to connect, please register the other emails as Cledara users and set up their respective integration separately.

"Please disconnect Cledara app in your Google account"

Each mailbox can only be connected to Cledara once. If you see this error message, the mailbox you are trying to connect has likely been linked already.

If you have only one workspace

The mailbox you are trying to connect has been connected by another user. You can disconnect the existing link through the following steps:

1. Go to Gmail and click on your profile picture in the top-right corner.
2. Click on Manage your Google Account > Data and Privacy.
3. Scroll down to the Apps and Services section and then select Third-party apps with account access.
4. Click on Cledara and press Remove Access.
5. Head back to Cledara. You can now connect the mailbox with your user account.

If you have more than one workspace

The mailbox you are trying to connect has likely been connected for invoice capture of another company.

Please reach out to Cledara Support to get your company-specific mailbox so you can set up an automatic forwarding rule to guide your invoices to the correct workspace.