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Email Forwarding

Forward receipts and invoices to AccountsOS

Quick Start

Forward any receipt or invoice email to the address below. We'll automatically extract and process the attachments.

documents@accounts-os.com
1

Get the forwarding email address

Forward your receipts, invoices, and statements to:

documents@accounts-os.com

This is a universal address that works for all AccountsOS users. We identify your account by the email address you forward from.

2

Forward from your registered email

Forward emails from the email address you used to sign up for AccountsOS. This is how we know which account to associate the documents with.

Tip: Set up auto-forwarding

Most email providers let you set up rules to automatically forward emails from specific senders (like your bank or payment providers) to documents@accounts-os.com.

3

Include attachments

Make sure the email you forward includes the attachments you want processed. We support:

Supported Formats

  • PDF documents
  • Images (JPG, PNG)
  • CSV bank statements

What We Extract

  • Vendor/supplier name
  • Amount and currency
  • Date and invoice number
4

Automatic processing

Once you forward an email, we automatically:

  1. Extract all attachments from the email
  2. Use AI to read and understand the document
  3. Categorise it (receipt, invoice, statement, etc.)
  4. Extract key information (amount, date, vendor)
  5. Match it to existing transactions where possible

Documents appear in your Documents tab within seconds. You can review and edit any extracted information.

Common Use Cases

Receipts from online purchases

Forward order confirmations from Amazon, eBay, or any online retailer. We'll extract the purchase details.

Invoices from suppliers

When you receive an invoice email, forward it directly. No need to download and upload separately.

Bank statements

Forward monthly statements from your bank. We'll process PDF or CSV formats automatically.

Subscription receipts

Software, services, memberships - forward any recurring payment receipts to keep track of subscriptions.

Pro Tip: Set Up Auto-Forwarding Rules

Most email providers let you create rules to automatically forward emails from specific senders. Set up rules for:

  • Your bank (statements, transaction alerts)
  • Payment processors (Stripe, PayPal receipts)
  • Regular suppliers and vendors
  • Subscription services (SaaS, utilities)

Troubleshooting

Document not appearing in my account

Make sure you're forwarding from the same email address you used to sign up for AccountsOS. Check your spam folder too.

Attachment not processed

We support PDF, JPG, PNG, and CSV files. Other formats like Word documents or Excel files need to be converted first.

Wrong information extracted

AI extraction isn't perfect. You can edit any document details in the Documents tab. The more documents you process, the better it gets.

Security Note

We only process emails from your registered AccountsOS email address. Emails from other addresses are ignored. Your documents are encrypted at rest and stored in UK/EU data centres.

Ready to Start?

Forward your first receipt or invoice now.