Invoice Processor — Dashboard

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Total Documents

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Done

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Failed

Documents

File / Subject	Type	Sender	Status	Date
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Create User

Creates a login for a client and generates their first API key.

Username

Client ID

Password

Copy this API key now — it will not be shown again.

Users & Mailboxes

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Generate API Key

Generate an additional key for any user.

User

Key Name

Copy this key now — it will not be shown again.

All API Keys

Name	Owner	Key Preview	Created
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Custom AI / OCR API

Shared for all clients. Gmail/Outlook credentials are configured per-client on the Connect Mailbox screen instead.

API Key

Base URL

Model

Poll Interval (seconds)

Edit User

Username

Client ID

New Password (leave blank to keep current)

Add Mailbox

for —

Step 1 — Copy the redirect URL

Register the one matching your provider in Google Cloud Console (Gmail) or Azure App registration (Outlook) before connecting.

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Step 2 — Choose provider

Step 3 — Paste OAuth credentials & connect

Use Domain-Wide Delegation (no login redirect — Google Workspace mailboxes only)

Leave blank to fall back to the shared default app credentials.

Gmail Client ID

Gmail Client Secret

Requires the client's Google Workspace admin to authorize this service account for the gmail.readonly scope in Admin Console → Security → API controls → Domain-wide delegation. Personal @gmail.com mailboxes cannot use this — use the OAuth option above instead.

Service Account JSON key

Mailbox to connect

Use Application permission (no login redirect — needs tenant admin consent)

Leave blank to fall back to the shared default app credentials.

Outlook Client ID

Outlook Client Secret

Outlook Tenant ID

Requires this Azure app to have an Application permission (Mail.Read) with tenant admin consent already granted (Azure Portal → API permissions → Grant admin consent).

Mailbox to connect

App-password required if MFA is enabled on the mailbox.

Password

Host