Documentation

Learn BasedInbox

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

Quick Start Email Inbox

Getting Started

New to BasedInbox? Start here.

Quick Start

Get up and running in 5 minutes

Account Setup

Configure workspace and preferences

Expense Tracking

Capture, review, and track all your expenses.

Email Inbox

Forward receipts for auto-extraction

Upload Documents

Upload receipts and bank statements

Review & Edit

Review AI extractions and corrections

Transactions

Track personal and business expenses

Expense Claims

Generate expense claims and reports

Statement Compiler

Transform bank statements into management accounts.

Statement Compiler

PDF to 18-worksheet Excel in minutes

Classification Rules

Customize transaction categorization

Invoicing

Professional invoices and quotes.

Invoices

Create and manage professional invoices

Quotes

Create quotes and convert to invoices

Products & Services

Manage your product catalog

E-Invoice (LHDN)

Malaysian e-invoice compliance

Accounting

Chart of accounts and exports.

Chart of Accounts

Manage account codes and mappings

Exports

Export to Xero, QuickBooks, CSV, and more

Integrations

Connect your accounting software

CRM

Customer relationships and sales.

CRM Overview

Contacts and customer management

Pipeline & Deals

Sales funnel and opportunity tracking

Broadcasts

Send email campaigns to contacts

Tools & Settings

Business analytics and preferences.

Business Calculators

Runway, unit economics, growth

Settings

Account and workspace preferences