Fig 1. Documentation

Learn BasedInbox

Everything you need to master intelligent expense tracking, invoicing, and CRM. From quick starts to advanced integrations.

Getting Started

New to BasedInbox? Start here.

Get up and running in 5 minutes

Configure workspace and preferences

Track expenses and manage documents.

Forward receipts for auto-extraction

Upload receipts and bank statements

Review AI extractions and corrections

Track personal and business expenses

Generate expense claims and reports

Invoicing and compliance.

Create invoices, quotes, credit notes

Malaysian e-invoice compliance

Connect Xero and QuickBooks

Customer relationships and sales.

Contacts, deals, and pipelines

Automated campaigns and follow-ups

Business analytics and settings.

Runway, unit economics, growth

Account and workspace preferences