How do I automate expense logging with my email?

In FintixAI go to Profile → Auto Record and copy your personal address (xxxxxxxx@inbox.fintixai.com). Then create a filter in Gmail or Outlook to automatically forward your bank emails to that address. The AI detects the transaction and notifies you in seconds. Set it up once and it works forever.

How long does it take to set up the automation?

The initial setup takes less than 2 minutes. Once active, each expense is detected and notified in 5 to 15 seconds from when the email arrives. You just tap Add and it's done — instant recording.

What emails does it detect automatically?

It detects transactions in emails from banks and credit cards (debit, credit and transfer notifications), online stores (Amazon, eBay, Walmart), subscriptions (Netflix, Spotify, Disney+) and card payments at any merchant.

Is it safe to automate forwarding of bank emails?

Yes. FintixAI only reads the email text to extract amount, date and merchant. It doesn't access your bank account or need passwords. Each user has a unique private address. You always approve the transaction before it's saved — automation never acts on its own.

Does the automation work with Gmail?

Yes, and it's the easiest to set up. In Gmail you can create a filter so all your bank emails are automatically forwarded to your FintixAI address. Set it up in under 60 seconds and from that point every expense records itself.

Can I automate expenses for a group or team?

Yes. Each group in FintixAI has its own inbox address. Any member can forward a group expense email and everyone gets the notification to approve it. Automation works just like personal accounts.

What if the email doesn't have a clear amount?

If the AI can't detect the amount with enough confidence, the expense stays pending for you to review and confirm manually. Nothing incorrect is ever auto-recorded — you always have the final say.

Full expense automation

Your expenses record themselves.
You do nothing.

Connect your email to FintixAI. Every time a bank, Amazon, Netflix or Uber email arrives — the AI detects it, extracts the amount and notifies you to approve. Without touching anything.

Automate my expenses — free How to set it up ↓

Setup: 2 minutes · Result: forever · No bank passwords

THIS IS HOW THE AUTOMATION WORKS

[email protected]

Purchase approved — $47.50 at Amazon

Your card was charged $47.50 on 06/07/2026 at 2:23 PM at Amazon.

FintixAI detects it

FintixAI

New transaction detected

Today, 2:23 PM

$47.50

Amazon · Shopping

✓ Recorded in your finances

THE DIFFERENCE

Without automation

1. You get the bank email
2. You try to remember the amount
3. You open the app and type it in
4. You search for the category
5. You repeat this 8 times a day
6. By month end, 30 expenses not logged

With FintixAI

1. You get the bank email
2. FintixAI detects it automatically
3. You get a notification
4. You tap Add
5. Done. 4 seconds.
6. Your finances always up to date

2-MINUTE SETUP

Automate expense logging once. Forever.

Set up a filter in your email app and forget about it. Every bank email becomes a transaction automatically.

1

Copy your unique address

30 seconds

In FintixAI → Profile → Auto Record. You have a private address like [email protected]. Yours only.

2

Create a Gmail/Outlook filter

1 minute

Set up automatic forwarding so all your bank emails go to your FintixAI address. You do it once and never again.

3

Approve from the notification

4 seconds per expense

Each detected expense arrives as a push notification. You see the amount, merchant and category. Tap Add. That's it.

AUTO-DETECTION

Automate expenses from any source

The AI detects transactions in emails from banks, stores, apps and services.

🏦

Banks

Chase · Bank of America · Wells Fargo · Nubank · BBVA

🛒

Online stores

Amazon · eBay · Shopify · Walmart · Target

🍔

Delivery

DoorDash · Uber Eats · Grubhub · Instacart

📺

Subscriptions

Netflix · Spotify · Disney+ · Apple TV · HBO

🚗

Transport

Uber · Lyft · DiDi · Cabify · InDriver

✈️

Travel

Booking · Airbnb · Expedia · Delta · United

💊

Health

Appointment confirmations · pharmacies · insurance

⚡

Utilities

Electricity · water · internet · phone · gas

AUTOMATION GUIDES

Enable auto-forwarding in your email app

Set it up once. Automation forever.

¿Qué es el reenvío automático? Cada proveedor de correo permite crear una regla para que ciertos emails se envíen automáticamente a otra dirección. Creas el filtro una sola vez en tu app de correo — después, cada vez que llegue un email de tu banco o tienda, se reenvía solo a FintixAI sin que hagas nada.

Gmail

Automatic filter · under 60 seconds

Open Gmail settings →

1 Click ⚙️ → See all settings
2 Filters and Blocked Addresses tab → Create a new filter
3 In the From field type your bank's domain (e.g. @chase.com) → Create filter
4 Check Forward to, paste your FintixAI address → Create filter

💡 You can create one filter per source: one for your bank, one for Amazon, one for Netflix. Each one runs independently.

Open Gmail settings →

Outlook / Hotmail

Automatic rule · works in web and app

Open Outlook rules →

1 Click ⚙️ → View all Outlook settings
2 Mail → Rules → Add new rule
3 Condition: From is → type your bank's domain
4 Action: Forward to → paste your FintixAI address → Save

Open Outlook rules →

Apple Mail

Rule on Mac · macOS Mail

Open iCloud Mail →

1 Mail → Mail menu → Settings (⌘,) → Rules tab
2 Click Add Rule → condition: From Contains [bank domain]
3 Action: Forward Message → paste your FintixAI address → OK

⚠️ Apple Mail rules only run while the app is open. For uninterrupted automation use iCloud.com → Mail → Settings → Rules.

Open iCloud Mail →

Y!

Yahoo Mail

Automatic filter · from the web

Open Yahoo filters →

1 Click ⚙️ → More Settings → Filters
2 Click Add new filter
3 Sender contains: type your bank or store domain
4 Action: Forward to → paste your FintixAI address → Save