Portals

Admin+

A portal is a billing account that Inbox Ledger connects to so it can pull your invoices automatically. Instead of logging into each vendor and downloading PDFs by hand, you authorize the connection once and new invoices flow into Documents on their own.

Portals you can connect with OAuth

Open Dashboard then Portals to connect a billing portal. These connections use OAuth, so you authorize Inbox Ledger inside the provider's own login screen and never share a password.

Two portals are live today:

• DigitalOcean. Import billing invoices from your DigitalOcean cloud account.
• Microsoft Azure. Import billing invoices from your Azure cloud account.

Amazon Business is not yet available to connect.

Connect a portal

The Portals page is open to the admin and owner roles.

On the page, pick the portal you want, click Connect, and approve access in the provider's login screen. Inbox Ledger returns you to the Portals page, where the connected portal appears in the list and starts importing invoices.

The Chrome extension is a separate channel

OAuth portals cover a small set of providers. For everything else, the Inbox Ledger Chrome extension captures invoices from supported billing portals right inside your browser and sends them to your organization.

The extension is independent of the OAuth connections above. It runs in your browser, works across many more providers, and any role can manage its own extension link.

See Install the Chrome extension to get started, and Portals the extension supports for the full list.

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