# Billpal

> Collect documents in Billpal and prepare a file for your accountant.

## Start

- [Billpal Help](https://help.billpal.io/en/index.md): Collect documents, review them and hand them over to accounting.
- [Get started with Billpal](https://help.billpal.io/en/getting-started.md): Sign up, set up two-factor, create a workspace and import your first documents.

## Capture

- [Upload documents](https://help.billpal.io/en/upload.md): Upload PDFs and photos from your computer to Billpal.
- [Import documents from your inbox](https://help.billpal.io/en/email.md): Connect your inbox so Billpal imports invoices and receipts from it automatically.
- [Connect Gmail](https://help.billpal.io/en/gmail.md): Connect your Gmail inbox through your Google account so Billpal imports documents from it.
- [Connect Microsoft](https://help.billpal.io/en/microsoft.md): Connect your Outlook or Microsoft 365 inbox so Billpal imports documents from it.
- [Connect iCloud](https://help.billpal.io/en/icloud.md): Connect your iCloud inbox with an app-specific password so Billpal imports documents from it.
- [Connect Yahoo](https://help.billpal.io/en/yahoo.md): Connect your Yahoo inbox with an app password so Billpal imports documents from it.
- [Connect an inbox with IMAP](https://help.billpal.io/en/imap.md): Connect an inbox at any provider over IMAP so Billpal imports documents from it.
- [Forward invoices to Billpal](https://help.billpal.io/en/forwarding.md): Forward invoices to your Billpal address without connecting your inbox.
- [Connect WhatsApp](https://help.billpal.io/en/whatsapp.md): Connect your number and send invoices and receipts to Billpal as a photo or PDF.
- [Connect portals](https://help.billpal.io/en/portals.md): Let an AI agent download invoices from your customer accounts on supplier websites.

## In Billpal

- [Find and edit documents](https://help.billpal.io/en/documents.md): How Billpal reads documents, and how to search, filter, edit and link them.
- [Review documents](https://help.billpal.io/en/review.md): Why a document goes to Review and how to resolve the note.
- [Manage suppliers and customers](https://help.billpal.io/en/contacts.md): Add suppliers and customers, merge duplicates, and import contacts from a CSV.
- [Organize documents with tags](https://help.billpal.io/en/tags.md): Create, assign, filter and manage tags.
- [Automate documents with rules](https://help.billpal.io/en/rules.md): Categorize, tag, exclude, or flag documents for review automatically.
- [Chart of accounts and guidelines](https://help.billpal.io/en/chart.md): Add accounts, import a chart from CSV and tell Billpal how to categorize with guidelines.
- [Workspaces and team](https://help.billpal.io/en/workspaces.md): Set up workspaces for companies and clients, invite people and assign roles.
- [Trial, plans and billing](https://help.billpal.io/en/billing.md): What the trial includes, what the plans cost and how to manage your subscription in Stripe.
- [Account, security and privacy](https://help.billpal.io/en/account.md): Secure your sign-in, follow activity, export your data and delete your account.

## Accounting

- [Export documents](https://help.billpal.io/en/exports.md): Export documents and contacts as Excel, CSV, ZIP or for DATEV, BMD and DVO.
- [Export to DATEV](https://help.billpal.io/en/datev.md): Connect DATEV, export, and import the Buchungsstapel and documents into DATEV.
- [Export to BMD](https://help.billpal.io/en/bmd.md): Connect BMD and import the BuErf ZIP into BMD Vorerfassung.
- [Export to DVO](https://help.billpal.io/en/dvo.md): Connect DVO and import the BuErf ZIP into DVO Vorerfassung.

## AI agents

- [Use ChatGPT and Claude with Billpal](https://help.billpal.io/en/ai-agents.md): Ask ChatGPT or Claude about your documents, with read-only access to Billpal.
- [Connect ChatGPT](https://help.billpal.io/en/chatgpt.md): Add Billpal to ChatGPT as a custom MCP server.
- [Connect Claude](https://help.billpal.io/en/claude.md): Add Billpal to Claude as a custom connector.
- [What ChatGPT and Claude can read](https://help.billpal.io/en/ai-agents-data.md): The data an agent can fetch from Billpal, with example questions and limits.
- [How to read the answers](https://help.billpal.io/en/ai-agents-answers.md): What payment status in answers means, and how to ask questions you can rely on.
- [Connection problems](https://help.billpal.io/en/ai-agents-troubleshooting.md): Error messages when connecting ChatGPT or Claude, and what to do.

> The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages.

## Indexes

- [German (31 pages)](https://help.billpal.io/_llms/de.txt): Documentation for German.


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