0
Manual downloads required
30s
Avg processing time per document
99.6%
Extraction accuracy
1-click
Export to QuickBooks, Xero, or Excel
How the Gmail Integration Works
Connect once, then let DocuClipper handle everything from email ingestion to structured output.
Email watching
DocuClipper monitors your Gmail inbox for emails with PDF attachments. New messages matching your filters are picked up and queued for processing automatically — no manual steps.
Automatic extraction
Bank statements, invoices, receipts, and tax forms attached to emails are extracted the moment DocuClipper detects them. All fields are structured and ready to export.
Sender and label filtering
Filter by sender address, Gmail label, or subject keyword so only relevant attachments are processed. Avoid noise — point DocuClipper exactly at the emails that matter.
Secure OAuth connection
DocuClipper connects to Gmail via OAuth 2.0 — no password sharing, granular permission scopes, and revocable at any time from your Google account settings.
Set Up in 3 Steps
1
Connect Gmail via OAuth
Authorize DocuClipper to access your Gmail inbox via OAuth. You control which permissions are granted and can revoke access at any time from your Google account.
2
Configure your filters
Set filters by sender address, Gmail label, or subject keyword. DocuClipper will only watch for emails that match — nothing else in your inbox is touched.
3
Documents process automatically
When a matching email arrives with a PDF attachment, DocuClipper extracts the data automatically. Results appear in your dashboard and can be exported to your accounting system immediately.
Common Workflows Using Gmail + DocuClipper
Accounting firms
Clients email bank statements and invoices directly to you. DocuClipper watches your inbox, picks up the attachments, and extracts the data — no downloading or re-uploading required.
- 1Client emails a bank statement or invoice as a PDF attachment
- 2DocuClipper detects the email and automatically extracts transactions or line items
- 3Structured data is exported to QuickBooks, Xero, or CSV — ready for review
Accounts payable teams
Vendor invoices arrive by email every day. DocuClipper processes every attachment automatically, capturing vendor details, line items, and totals without manual queue management.
- 1Vendor sends invoice PDF to your AP email address
- 2DocuClipper extracts vendor, amounts, due dates, and line items
- 3Structured data is pushed to your AP workflow or ERP
Lenders
Borrowers email bank statements as part of their application. DocuClipper extracts and analyzes transactions automatically — no manual download, no follow-up required.
- 1Borrower emails bank statements to your designated address
- 2DocuClipper extracts transactions and flags fraud signals
- 3Underwriter receives structured output for income and cash flow review
Document Types Processed from Gmail Attachments
Gmail Integration FAQ
DocuClipper connects to Gmail via OAuth and watches your inbox for emails with PDF attachments. When a matching email arrives, DocuClipper downloads the attachment, processes it, and makes the structured output available for export — all without any manual steps.
Yes. You can filter by sender address, Gmail label, or subject line keywords. This ensures DocuClipper only processes attachments from specific clients, vendors, or workflows — not every email in your inbox.
DocuClipper processes bank statements, invoices, receipts, checks, and IRS tax forms (W-2, 1099, 1040). It handles both digital and scanned PDFs in all these categories.
Extracted data is available in your DocuClipper account for export to Excel, CSV, QuickBooks, Xero, or Google Sheets. You can also use the API or webhooks to push results to any downstream system automatically.
Yes. DocuClipper uses OAuth 2.0 with the minimum required Gmail scopes. No passwords are stored, and you can revoke access at any time from your Google account security settings.