Getting started
Set up Invoflux and process your first invoice.
- Choose your Drive folder and routingPick the root Google Drive folder where invoices are filed during onboarding, and let Invoflux route each invoice automatically. You can change the root folder later under Connections > Google Drive.
- Connect your Google account (Gmail and Drive)During onboarding, connect Google once to give Invoflux access to read invoices from Gmail and file them in Google Drive. Both are granted in a single Google consent screen.
- What is Invoflux and how it worksInvoflux automates invoice admin: it reads invoices from your email, extracts the details, files them in your cloud storage, and matches them to your bank transactions. You connect Google once, and it runs in the background.
- See your first processed invoiceAfter you connect Google, Invoflux scans your inbox and processes recent invoices. Open the Invoices list to see them, click one to view its extracted fields, and review anything marked Needs review.
- Connect Claude and other AI assistantsConnect Claude, ChatGPT, Cursor, and other AI assistants to Invoflux and ask about your invoices, spending, and missing documents.