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    Automated Expense Management

    Automatic invoice collection from Gmail — never type an invoice by hand again

    StoreChart connects to your Gmail inbox, scans every incoming email, detects tax invoices and receipts, reads them with AI-powered OCR, and syncs them straight into your expense records — no manual entry and no opening each email one by one.

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    Quick answer

    StoreChart automates invoice collection by securely connecting (OAuth) to your business Gmail inbox, filtering emails that contain PDF or image attachments, and analyzing them with a multimodal AI model that extracts vendor, amount, tax, invoice number, and date. The system automatically classifies each invoice by expense category, flags likely duplicates, and can forward everything to your accountant on a schedule — with zero manual data entry.

    From your Gmail inbox straight into your expense reports — no typing required

    Most store owners burn 3-5 hours a month manually entering invoices. StoreChart automates the entire path, from the moment the email lands to the line item in your expense report.

    • One-click secure Gmail connection (Google OAuth) — no passwords shared, no files downloaded manually.
    • Every invoice that arrives by email, as a PDF or an image, is detected and ingested automatically within minutes of arrival.
    • A multimodal AI-powered OCR engine reads the invoice the way a person would — vendor, amount, tax, date, and document number — with no fixed template required per vendor.
    • The system flags likely duplicate invoices before they accidentally end up counted twice in your reports.
    • Automatic, scheduled forwarding to your accountant at the end of every month, with the original files attached.

    What automatic invoice collection includes

    From sync to your accountant's inbox — all in one interface

    Near real-time sync
    The system checks your Gmail inbox continuously and detects new invoices within minutes of arrival — you never have to open the email yourself.
    Secure, read-only connection
    Access is limited to a Gmail read-only scope. StoreChart never sends, deletes, or modifies emails in your inbox, and you can revoke access at any time from your Google account settings.
    Automatic category classification
    Every invoice is automatically classified into an expense category — rent, payment processing, shipping, marketing, and more — so your reports stay organized with no manual sorting.
    Ready-made expense reports
    Every ingested invoice rolls up into your expense and cash-flow reports, alongside your sales profitability, so you see real profit — not just revenue.
    Missing-invoice alerts
    If a recurring vendor doesn't send their usual invoice on time, the system flags it — so you don't miss an expense or only discover it at year-end.
    Automatic vendor detection
    The system learns to match invoices to existing vendors by business name and tax ID, building a running expense history per vendor over time.

    Set up invoice collection in 3 steps

    From connecting Gmail to a complete expense report — in one business day

    1
    1. Connect Gmail once

    Sign in with your business Google Workspace or Gmail account through a secure OAuth flow — it takes about 2 minutes and requires no browser extension.

    2
    2. Automatic detection and reading

    The system scans incoming emails, identifies attachments that look like a tax invoice or receipt, and reads them with a multimodal AI model that understands the layout even as it changes from vendor to vendor.

    3
    3. Classify, approve, and forward to your accountant

    Each invoice is classified and shown for quick approval — or auto-approved based on rules you define — then forwarded to your accountant on a fixed schedule, with the original file attached.

    The expense management screen — every invoice in one place

    A list of invoices automatically ingested from Gmail, showing vendor, amount, tax, and the status of forwarding to your accountant

    Frequently asked questions about automatic invoice collection

    No. Access is limited to the specific Gmail account you explicitly connect, and that access is read-only. The system focuses on emails that contain attachments resembling invoices or receipts, and it doesn't retain the content of unrelated emails.

    Related capabilities

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    BI & analytics
    Interactive dashboards, sales reports, and performance analysis
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    Let the system chase down invoices for you

    Start a free trial and connect your Gmail inbox in under 2 minutes

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    StoreChart

    Advanced sales management platform for businesses of all sizes

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