How to use BillyBox: organize your invoices in minutes
February 2026
If you're a freelancer, solopreneur, or small business owner, you know the monthly headache: digging through your inbox to find invoices, downloading PDFs one by one, and trying to figure out which ones are business expenses. BillyBox automates this entire process so you can get it done in minutes instead of hours.
Step 1: connect your email
BillyBox works with Gmail, Outlook (including Hotmail and Live), Zoho, and any email provider that supports IMAP. After creating your account, go through the setup wizard to connect your inbox. BillyBox auto-detects your email provider — even Google Workspace and Microsoft 365 domains — so you don't have to figure out IMAP settings manually. For Gmail, you can use OAuth (one-click authorization) or an app password. For Outlook, connect via Microsoft OAuth. For other providers, use your IMAP credentials.
BillyBox only reads your email to find invoice attachments — it never sends, deletes, or modifies any messages. You can revoke access at any time.
Step 2: fetch your invoices
Once connected, select a month and click "Fetch Invoices." BillyBox scans your inbox for emails from known invoice senders (utilities, SaaS providers, hosting services, and more) and handles three scenarios automatically: it extracts PDF, XML, and image attachments directly; when an email contains a link to download an invoice from a portal (like Stripe, AWS, or FreshBooks), BillyBox follows the link and downloads the actual PDF; and when there's no attachment or downloadable link, it generates a clean PDF receipt from the email content itself — extracting vendor, amount, and date from payment confirmation emails. An AI classifier pre-filters the results, automatically removing non-invoices like marketing PDFs, logos, shipping labels, and terms-of-service updates — so you only review actual invoices.
The extraction engine pulls key details from each invoice: vendor name, amount, currency, and date. For scanned PDFs and images, BillyBox uses AI-powered OCR to read the document and extract data. Everything is organized and ready for review.
You can also manually upload invoices that aren't in your email — just drag and drop PDF, XML, JPG, or PNG files directly into BillyBox.
After your first fetch, you don't need to come back and click "Fetch" every month. BillyBox automatically fetches new invoices daily at 8 PM in your timezone, so your inbox stays up to date without any effort. You can turn this off in Settings if you prefer manual control.
Step 3: classify your invoices
This is where BillyBox really shines. Review each invoice and classify it as Business, Personal, or Ignore. On desktop, use keyboard shortcuts (B, P, I) to fly through your stack. On mobile, swipe right for business, left for personal, down to ignore. Need to classify several invoices at once? Select multiple and classify them in bulk.
BillyBox learns from your choices: if you classify an invoice from "DigitalOcean" as business, it will suggest the same for future DigitalOcean invoices. You can also create vendor rules for automatic classification. Made a mistake? Undo with Ctrl+Z (or Cmd+Z on Mac) to revert your last classification instantly.
If the extraction got something wrong, you can edit the vendor name, amount, currency, or date directly inline — no need to re-upload. Use the global search to find specific invoices across all months by vendor, sender, or subject.
Step 4: export for your accountant
Once you've classified your invoices, head to the Export page and download a ZIP file. Inside, you'll find:
- A Business folder with all business invoices
- A Personal folder with personal invoices
- A CSV summary with vendor, amount, currency, date, and classification
Hand the ZIP to your accountant and you're done. No more spreadsheets, no more hunting through emails.
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Getting started
BillyBox offers a free plan (2 months, 2 email connections) — enough to try it out and see if it fits your workflow. The Starter plan (€9.99/mo) unlocks unlimited months and 2 connections. The Pro plan (€19.99/mo) supports up to 10 connections for power users and small teams.