Setting up automatic invoice capture with Gmail

You can integrate your Gmail inbox account with Cledara. This enables invoices to be automatically uploaded to Cledara. 

To activate the integration, go to Settings > Workspace Settings > Integrations:

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You can then connect Cledara to your Gmail inbox where you receive invoices for your subscriptions. Other users can also connect their Gmail account here. 

All SaaS invoices in your Gmail 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 you're not using Gmail, you can still enable Cledara’s automatic invoice matching. Simply reach out to support@cledara.com and we will provide you with a company-specific email address where you can forward all your SaaS invoices to.

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