Find Bills Hidden in Email

Surface invoice, reminder, and past-due information that may otherwise be buried in Gmail.

Browse documentation

The problem

Bills may arrive as attachments, payment reminders, statements, or ordinary-looking vendor messages. Sender-based inbox rules can miss the difference between informational mail and an unresolved obligation.

How Planobot helps

Planobot analyzes imported Messages for payment-related evidence and can propose Payment records with amounts, dates, document types, parties, and Property links. Payment-related Messages appear in the Payments folder when linked.

How it works

Busy Gmail Inbox → imported Messages → payment detection → Payments folder and ledger → user review

Example

An email titled “September service summary” includes a $285 balance due. Planobot can identify the payment information even though the subject does not say “invoice,” then present it for review rather than treating the guess as final.

What you can do

Review the source, correct the document type or amount, approve a valid Payment, reject false positives, and manually add a Payment when analysis misses a real obligation.