Email Upload

Intro

Email Upload lets you send emails with financial document attachments to a dedicated Finicom email address. Attachments are automatically processed using AI-powered OCR to extract transactions, which are then synced to your connected destinations like Google Sheets, Notion, Airtable, and more.

This is useful for automating imports from paper statements, forwarded bank emails, or expense receipts without needing to manually upload files through the dashboard.

How It Works

1. Create an email address — Choose a custom address (e.g., receipts@upload.finicom.net)
2. Connect destinations — Add one or more destinations where extracted transactions should be synced
3. Send an email — Forward or send an email with your bank statement, receipt, or invoice attached
4. Automatic processing — Finicom extracts transactions from the attachments using AI and syncs them to your destinations
5. Get notified — Optionally receive email replies when processing completes or fails

Supported Attachments

Email Upload supports the same file formats as Document Upload:

• Documents: PDF, DOCX, TXT, and more
• Images: JPG, PNG, HEIC, WebP, and more

The maximum total email size is 25MB, and the maximum number of pages per document is 1,000. Multiple attachments in a single email are processed independently.

Plan Limits

Email Upload is available on all paid plans. Each plan has a maximum number of email inboxes and a monthly page quota shared with Document Upload:

Creating an Email Address

1. Navigate to the Uploads page in your dashboard
2. Click the Email tab
3. Click Create Email Address
4. Choose a unique local part for your address (e.g., receipts, statements)
5. Optionally set a display name, allowed senders list, and notification preferences
6. Click Create

Your email address will be created and ready to receive emails immediately.

Managing Inboxes

Each email address (inbox) has its own settings:

• Display Name — A friendly name shown on the inbox card
• Enabled/Disabled — When disabled, emails sent to the address are rejected and all connected destinations are paused
• Allowed Senders — A list of email addresses permitted to send to this inbox. Defaults to your account email. Clear the list to accept emails from anyone (not recommended)
• Notifications — Toggle email reply notifications for successful and failed processing. Notifications are only sent to allowed senders

Connecting Destinations

Each inbox can have multiple destinations connected. When an email is received, extracted transactions are synced to all connected destinations.

1. Click Add Destination on an inbox card
2. Choose a destination type (Google Sheets, Notion, Airtable, Email, Slack, or Webhook)
3. Configure the destination settings
4. The destination will begin receiving transactions from future emails

Destinations created from the email upload page are dedicated to email syncing and won't appear on your main Destinations page.

Viewing Uploaded Documents

Documents received via email appear on your main Uploads page alongside manually uploaded documents. You can view extracted transactions, re-sync to additional destinations, or delete uploads from there.

Deleting an Inbox

When you delete an inbox:

• The email address is released and can be claimed by another user
• The associated source is archived
• All connected destinations are archived
• Previously synced transactions in your destinations are not affected
• Documents uploaded via the inbox remain visible on your Uploads page

Tips

• Use the Allowed Senders list to prevent unauthorized uploads and control costs
• Forward bank notification emails directly to your inbox to automate statement imports
• Connect multiple destinations to a single inbox to sync the same transactions to different tools
• If an attachment fails to process, check that it's a supported file type and within size limits
• Enable notifications to get confirmation when your attachments are successfully processed