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, Zoho, and any email provider that supports IMAP. After creating your account, go through the setup wizard to connect your inbox. For Gmail, you can use OAuth (one-click authorization) or an app password. 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 extracts PDF, XML, and image attachments automatically.
The extraction engine pulls key details from each invoice: vendor name, amount, currency, and date. Everything is organized and ready for review.
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.
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.
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.
Related Articles
Getting Started
BillyBox offers a free plan that lets you process 2 months of invoices — enough to try it out and see if it fits your workflow. Paid plans unlock unlimited months and more email connections.