CaptureLive

Email Forwarding & Team Allowlist

Forward to documents@accounts-os.com β€” receipts, invoices, statements all flow in.

Forward any document to your AccountsOS email address. Resend-powered inbound webhook captures, OCRs and files. Team allowlist lets co-founders, contractors and assistants forward without giving them dashboard access.

In short

AccountsOS includes powerful email forwarding: forward receipts, invoices and statements to documents@accounts-os.com and they're captured, OCR-extracted and filed automatically. Team email forwarding lets you allowlist additional addresses (co-founders, contractors, assistants) so they can submit without having full dashboard access.

Resend
Inbound webhook
Allowlist
Team forwarders
De-dupe
Built in
Try Email Forwarding & Team Allowlist Free

Free during Early Access β€” no credit card required

Everything Email Forwarding & Team Allowlist can do

Personal forwarding

  • Forward to documents@accounts-os.com
  • Auto-captured against your account
  • OCR extracts vendor / amount / date / VAT
  • Routes to receipts or bills appropriately

Team allowlist

  • Authorise additional email addresses
  • Per-address audit trail
  • Revoke at any time
  • No dashboard access required

Inbound hygiene

  • Spam and signature filtering
  • Deduplication by content hash
  • Confidence scoring
  • Invalid attachments rejected

Capabilities at a glance

Forward to documents@accounts-os.com

Resend inbound webhook (reliable, low-latency)

Team email allowlist

Per-address audit trail

OCR extraction on every attachment

Spam / signature filtering

Deduplication by content hash

PDF, image, eml all supported

How It Works

1

Set your forwarding address

documents@accounts-os.com works for everyone β€” but for team forwarding you allowlist specific co-founder / contractor emails.

2

Forward

You or an allowlisted team member forwards an email with a receipt or invoice attached.

3

We capture and process

OCR runs, fields extracted, junk stripped, dedupe applied.

4

Routes correctly

Personal expense β†’ expense claim; supplier invoice β†’ bills; bank statement β†’ bank import.

By the numbers

Auto
OCR + file
No manual review needed
Spam
Filtered
Signatures and junk stripped
Hash
De-duplication
Same receipt twice never doubles

Real-world Use Cases

You forward

Vendor sends invoice to your inbox. Forward to documents@accounts-os.com β€” captured in seconds.

Co-founder forwards

Add their email to the allowlist. They forward expenses without ever seeing your books.

Contractor expense

Contractor emails their AWS bill. They forward to documents@accounts-os.com (allowlisted) β€” captured against your account, ready for reimbursement.

Why founders pick this over the spreadsheet

Lowest-friction capture channel

Team can submit without dashboard access

Spam/dedupe means no junk in books

Resend reliability

Frequently Asked Questions

Is documents@accounts-os.com unique to me?

It's a shared address but every email is matched to your account by your sender address. For dedicated tracking you can request a unique sub-address.

How do I add team forwarders?

Settings β†’ Forwarding Emails β†’ Add. They get an automated welcome and from then on can forward any document to documents@accounts-os.com on your behalf.

Can someone random spam my account?

No β€” only emails from your registered address or your allowlisted forwarders are accepted. Everything else is rejected.

What about duplicates?

Content-hash deduplication ensures the same receipt forwarded twice (e.g. by you and a co-founder) never creates a duplicate.

Does this handle bank statements too?

Yes β€” forward a bank statement PDF and we'll route it through bank import.

Ready to try Email Forwarding & Team Allowlist?

Get started with AI-powered accounting for your UK limited company.

Get Started Free

Free during Early Access β€” no credit card β€” cancel anytime