Forward Documents via Email

Send receipts and invoices to your Clearmargin inbox for automatic processing.

Steps

1. Go to Documents (/dashboard/documents/files) and click the gear icon.
2. Copy your unique email forwarding address.
3. Forward receipts, vendor invoices, or other documents to this email address.
4. Documents are automatically ingested and processed by the AI pipeline.
5. Check the Documents page to see processed documents and review proposed actions.
6. Tip: set up email rules to auto-forward receipts from common vendors.