Before you start
- A Balnzed account with Fintra
- An owner or admin of your Balnzed organization
- The Gmail account where bills and invoices arrive
Set up Gmail
Everything starts in Fintra. Sign in, then follow these steps.
- 1
Open Gmail in Fintra
Open Connectors and choose Gmail.
FintraConnectorsGmail - 2
Connect your Gmail account
Choose Connect and sign in with Google. Fintra can read email. It can’t send or delete anything.
Turn on “Include recent emails when connecting” to also check the last 30 days.
- 3
Decide which emails Fintra reads
Start with the default keywords, such as invoice and bill, or add your own. You can also choose labels to watch, and senders to always include or ignore. Spam, trash, drafts and sent mail are never read.
- 4
Review drafts in Approvals
When a matching email arrives, Fintra reads it and its attachment and prepares a draft bill or invoice. Approve it and it’s added to your books. Reject it and nothing changes.
FintraApprovals
What you can do
- No more retyping bills
- Supplier bills that arrive by email become drafts with the supplier, amount and due date filled in.
- You decide what it reads
- Keywords, labels and sender lists control exactly which emails Fintra looks at.
- Approve anywhere
- Drafts can appear in your team chat too, so you can approve them from Slack, Teams, Google Chat or WhatsApp.
Good to know
- Read-only: Fintra never sends, deletes or moves your email.
- Each email Fintra processes uses AI credits. If credits run out, matching emails wait until processing can continue.
- Disconnecting gives Google’s access back. Drafts already prepared stay in Approvals.
Manage or disconnect it any time in FintraConnectorsGmail
Stuck on a step?
Our team will walk you through it.