- Step1: Sign up for Invoice Tracker using Google or email (3-day free trial available).
- Step2: Connect your inbox via Google OAuth and grant read-only access for scanning.
- Step3: Allow the platform to run an instant historical scan and begin daily scans.
- Step4: Review AI-extracted invoice data (vendor, amount, invoice number, date) in the dashboard and correct any fields if needed.
- Step5: Enable Google Drive sync to automatically deposit PDFs into Year > Month folders.
- Step6: Share read-only dashboards with your accountant or team for centralized access.
- Step7: Export invoices or reports as CSV/PDF for tax prep or bookkeeping.
- Step8: Adjust settings, add multiple accounts or clients, and manage subscriptions from the pricing page.