Feature

Integrations

Connect where invoices already arrive, then let Clerko keep your pipeline flowing in the background. No new process for your team—just clearer inputs.

Less manual chasing
Connect inboxes and drive folders so documents don’t rely on someone remembering to forward or upload.
One place to review
Clear statuses for what’s found, what’s processed, and what needs review—so nothing is “silent”.
Designed for month-end
Use inbox scanning + drive mirroring to keep a clean archive and reduce surprises when you close.
Inbox
Connected providers
Connected
Connected
Scan periods
Custom ranges
Run “last month” before reconciliation, or scan backfills when onboarding.
Drive
Folder mirroring
Google Drive
Google Drive
/Clerko/Invoices/2026-01
Connected
OneDrive
OneDrive
Not connected
Connect
Archive ready for sharing
Keep month folders tidy for your accountant or internal review.

What you can connect

Start with the sources you already use. Integrations are built to reduce manual collection—not replace your review.

Gmail
Outlook
Inbox connections

Connect Gmail or Outlook inboxes so Clerko can scan for invoices across a period and keep your backlog clean.

  • Multiple inboxes per workspace
  • Scan any date range (great for onboarding)
  • Clear statuses and review-first flow
Google Drive
OneDrive
Drive mirroring

Mirror invoices into month folders inside Google Drive or OneDrive so your archive stays tidy and shareable.

  • Automatic month folder structure
  • Easy hand-off to your accountant
  • Works alongside inbox scanning
Uploads

Add files directly when you need to. Useful for one-off invoices, scans, or portal downloads.

  • PDFs and common image formats
  • Shows up in the same review flow
  • No special setup required

How it works

A short setup once—then less manual collection all month.

Step 1

Connect a provider

Link Gmail/Outlook inboxes and/or Google Drive/OneDrive.

Step 2

Choose mailbox or folder

Keep your existing structure—Clerko adapts to your workflow.

Step 3

Collect in the background

Invoices flow into one place with clear statuses—so the team sees the same truth.

Step 4

Review and process

Extract fields, flag exceptions, and reconcile—without guessing when something is unclear.

Coming soon / on request

Need a different integration?

We’re expanding integrations based on real workflows. Tell us what you use and we’ll prioritize it.

Telegram
Capture invoices from chats
Dropbox
Folder-based imports
SharePoint
Team document libraries
Forwarding mailbox

Integrations FAQ

Can I connect multiple inboxes or folders?

Yes. Most teams connect more than one inbox (e.g. billing + receipts) and optionally add drive mirroring for a shared archive.

What file types are supported?

PDFs and common image formats (like photos of receipts).

What permissions do you need?

Enough to discover invoice documents in the connected source and bring them into your Clerko workspace for review and processing.

How do you avoid duplicates?

Vendors resend invoices and people forward things twice. Clerko is designed to flag likely duplicates so you can confirm before processing.

Can I disconnect anytime?

Yes. You can disconnect providers at any time.

Do integrations use credits?

Credits are used for invoice processing (data extraction) and reconciliation. Integrations help you collect the documents that you choose to process.

Want invoices to flow in automatically?

Sign up, connect a source, and start collecting invoices in one place. If you want help choosing the right setup, email us.