Overview
Finally automatically matches receipts sent to [email protected] with your transactions.
To save time, you can create email rules that automatically forward receipt emails to Finally, so you don’t have to send them manually.
Option 1: Automatically forward receipts from Gmail
Use Gmail filters to automatically forward receipt emails to Finally.
Step 1 — Add Finally as a forwarding address
Add [email protected] as a forwarding address in Gmail.
Step 2 — Create a receipt filter
Open an example receipt email.
Click the three-dot menu in Gmail.
Select Filter messages like these.
Adjust the filter if needed to capture receipt emails.
Step 3 — Forward matching emails
When configuring the filter:
Select Forward it to.
Choose [email protected].
Save the filter.
✅ Done
Receipt emails that match the filter will now be automatically forwarded and matched with your Finally transactions.
Option 2: Use a centralized receipts email alias
Some companies prefer using a shared email address for receipts, such as:
Finally supports automatically forwarding receipts from these aliases.
Step 1 — Create the email alias
Create a shared alias like:
This is typically done by your IT administrator.
Step 2 — Use the alias for vendor receipts
Set this alias as the billing email address for vendors you pay through Finally.
Step 3 — Add the alias to your Finally profile
Go to Settings
Add the alias under Receipt forwarding
⚠️ Required for external emails:
If this alias (or any forwarding email) is not added here, receipts forwarded from it will not attach to transactions.
Step 4 — Contact Finally Support
Contact Finally Support to enable company-wide receipt matching.
By default, receipts are matched only with the transactions of the user who added the email. Support can enable matching across the entire company.
Step 5 — Set up forwarding
Create a rule in your email system to forward all receipts from the alias to:
You can follow the Gmail filter steps in Option 1.
✅ Done
Once configured:
Receipts are automatically forwarded to Finally
Finally automatically matches them to transactions
You receive confirmation when a match is found
If a receipt doesn’t match your transaction, Finally will also search transactions across your company for a match.
💡 Tip: Automatic receipt forwarding helps keep transactions compliant and reduces the need for manual receipt uploads.