Invoice Tracker

Invoice Tracker Product Information

What is Invoice Tracker?

Invoice Tracker is a web-based tool that securely connects to your email (primarily Google) via OAuth to locate invoices and receipts. Its AI extracts vendor names, amounts, invoice numbers, and dates, distinguishing between subscriptions and one-time charges while filtering out spam. It creates a clean, searchable record, automatically syncs files to a Year > Month folder structure in Google Drive, and supports exports to CSV or PDF. Accountants can access shared, read-only dashboards for multiple clients, simplifying bookkeeping and tax preparation.

Who uses Invoice Tracker?

• Small business owners
• Freelancers and contractors
• Accountants and bookkeepers
• Finance teams at startups and SMBs
• Agencies managing client expenses

How does Invoice Tracker work?

• Step 1: Sign up with Google or email (includes a 3-day free trial).
• Step 2: Connect your inbox via Google OAuth, granting read-only access for scanning.
• Step 3: Allow an instant historical scan; daily scans will begin automatically.
• Step 4: Review AI-extracted data (vendor, amount, invoice number, date) in your dashboard and make corrections if necessary.
• Step 5: Enable Google Drive sync to automatically file PDFs into organized Year > Month folders.
• Step 6: Share read-only dashboards with your accountant or team for centralized access.
• Step 7: Export invoices or reports as CSV/PDF for tax preparation or bookkeeping.
• Step 8: Adjust settings, add multiple accounts or clients, and manage your subscription from the pricing page.

Platform

• Web

Invoice Tracker's Core Features & Benefits

Core Features

• Secure Google OAuth inbox connection with historical scan
• AI-powered extraction of vendor, amount, invoice number, and date
• Subscription vs. one-off charge detection and spam filtering
• Automatic Google Drive sync with Year > Month folder structure
• Multi-client dashboards with read-only sharing for accountants
• Export to CSV and PDF formats
• Searchable invoice records with vendor recognition

Key Benefits

• Saves hours on manual invoice collection and organization
• Centralizes receipts for streamlined tax preparation
• Reduces accountant back-and-forth and lowers bookkeeping costs
• Automates cloud backup with a standardized folder structure
• Improves visibility into subscriptions and recurring expenses

Main Use Cases & Applications

• Automate invoice collection and organization for freelancers and solopreneurs
• Provide accountants with read-only dashboards for client bookkeeping
• Prepare organized invoice folders and exports for tax filing
• Track and categorize subscription payments versus one-off charges
• Maintain a searchable cloud archive of vendor receipts for audits

Invoice Tracker's Pros & Cons

Pros

Fully automated email invoice discovery with AI data extraction

Direct Google Drive sync into structured folders

Designed for both business owners and accounting professionals

No-credit-card-required 3-day free trial with quick setup

Multi-client support featuring read-only dashboards

Cons

Primary integration is with Google/Gmail (Outlook/IMAP support is unclear)

AI extraction may need manual correction for non-standard invoice formats

Relies on Google Drive for file sync and storage

No dedicated native mobile apps or store listings mentioned

Pricing and advanced feature limits require checking the pricing page

Invoice Tracker's Pricing

Invoice Tracker FAQs

Is my email data secure when connecting my inbox?

Invoice Tracker uses Google OAuth with read-only permissions and follows secure connection protocols; specifics are available in their privacy policy and Google API disclosure.

Do I need a credit card for the free trial?

No credit card is required to start the 3-day free trial.

How accurate is the AI invoice data extraction?

The AI accurately extracts vendor, amount, invoice number, and date, and identifies subscriptions. Accuracy may vary with format, and occasional manual review might be needed.

Can I sync extracted invoices to cloud storage?

Yes, invoices are automatically synced as PDFs into a structured Year > Month folder system in Google Drive.

Does it support Outlook or generic IMAP accounts?

The platform emphasizes Google OAuth; support for Outlook or generic IMAP is not prominently featured and should be confirmed with the team.

How do accountants access client invoices?

Clients can share dashboards, granting accountants read-only, multi-client access to view invoices in real time.

Can I export data for bookkeeping or taxes?

Yes, you can export your data to CSV or PDF formats for bookkeeping and tax preparation.

What happens if I cancel my subscription?

You can cancel anytime. Please refer to the terms of service and pricing pages for details on data retention post-cancellation.

How does invoice number tracking work?

The platform automatically extracts and tracks invoice numbers, allowing you to search, filter, and reconcile invoices by number.

Where can I get help or contact support?

Use the site’s Contact page or demo link. A specific support email is not listed on the homepage but may be available on the contact page.

Invoice Tracker Company Information

• Invoice Tracker Inc.
• https://invoicetracker.io

How do I install it?

Invoice Tracker Screenshot