# Getting Started

Welcome to BasedInbox! This guide will help you set up your account and start tracking expenses in minutes.

# What is BasedInbox?

BasedInbox is an all-in-one financial platform for freelancers and small businesses. Forward receipts via email, track expenses, create invoices, and manage customer relationships — all powered by AI.

# Key Features

# Expense Tracking

• AI-powered extraction — Upload receipts and bank statements, and our AI automatically extracts transaction details
• Smart categorization — Transactions are categorized based on merchant and spending patterns
• Personal vs Business — Easily split expenses between personal and business use
• Claims generation — Create professional expense claims with PDF export

# Email Inbox

• Dedicated inbox address — Forward receipts to your unique email address
• Auto-extraction — Attachments are automatically processed
• Smart triage — AI filters relevant documents from noise

# Invoicing & Accounting

• Professional invoices — Create and send invoices to customers
• E-Invoice compliance — Submit to LHDN MyInvois (Malaysia)
• Quotes & Credit Notes — Full document lifecycle
• Multi-currency — Support for MYR, SGD, USD, and more

# CRM

• Contact management — Track customers, leads, and vendors
• Deal pipeline — Visual kanban for sales opportunities
• Email sequences — Automated follow-up campaigns
• Activity tracking — Log calls, meetings, and notes

# Business Tools

• Runway calculator — Know how long your cash will last
• Unit economics — Understand LTV, CAC, and profitability
• Growth projections — Model future revenue scenarios

# Quick Setup

# Step 1: Create Your Account

Sign up with your email or Google account. No credit card required to get started.

# Step 2: Complete Onboarding

After signing up, you'll be guided through a quick onboarding flow:

1. Choose your use case — Personal, Business, or Both
2. Name your workspace — Give it a name that makes sense to you
3. Set your region — Choose from 10+ countries for currency and timezone

# Step 3: Get Your Inbox Address

Your workspace comes with a unique email address:

[email protected]

Forward any receipt to this address and we'll extract the data automatically.

# Step 4: Upload Your First Document

Alternatively, head to the Upload page and drag in your first receipt or bank statement. Our AI will:

• Extract the date, amount, and merchant
• Suggest a category
• Detect if it's a business or personal expense

# Step 5: Review and Categorize

Check the extracted data on the Review page. You can:

• Edit any incorrect fields
• Change the category
• Add notes or tags
• Mark as personal or business

# What to Do Next

Now that you're set up, explore these core workflows:

# Track Expenses

1. Email Inbox — Forward receipts for auto-extraction
2. Upload Documents — Manual upload option
3. Review & Edit — Process extracted data
4. Transactions — View all your transactions

# Create Invoices

1. Accounting — Set up invoicing
2. E-Invoice — Malaysian compliance

# Manage Customers

1. CRM Overview — Contact and deal management
2. Email Sequences — Automated follow-ups

# Analyze Your Business

1. Business Calculators — Financial metrics
2. Claims — Generate expense reports

# Need Help?

• Search the docs — Use the search bar (⌘K) to find specific topics
• Ask AI — Click the "Ask AI" button for instant answers
• Contact support — Email us at [email protected]