Open Billing inbox in your workspace. Copy your private forwarding address, then forward any receipt, invoice, renewal notice or plan change to it. For best results, set an automatic forwarding rule on your billing@ or ap@ mailbox.
Your workspace needs a plan with contract uploads. Owners, admins and finance members can see the address and upload documents. If forwarding is coming soon, upload a PDF, DOCX or .eml file instead, or paste email text. Files can be up to 10 MB.
Nagata extracts billing facts and discards the email body and attachments. We never store a copy of the email. Only extracted fields, a short source excerpt per field, sender, subject and received time are saved. Your mailbox and email delivery provider have their own retention.
Every document needs your review. Expand a row in Needs review, check the facts, correct any field and choose whether to create a vendor when no existing vendor matches. An email authentication warning means the sender checks did not fully pass. Check the evidence carefully.
Confirm applies the facts to your workspace: it can link or create a vendor, save a renewal and record spend for a paid receipt or invoice. Confirming again does not duplicate records. Ignore removes a document from the review list without applying facts.
Owners and admins can rotate the address if it is shared accidentally. The old address immediately stops accepting new email. Update your mailbox forwarding rules with the new address.
Nagata accepts at most 200 forwarded emails per workspace in a rolling 24 hour period. Embedded PDF and DOCX attachments are limited to three per email and 10 MB each. Image and screenshot extraction is not supported.