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Quickstart: Set Up & Automate Bank Statements

Get started with Mintline in under 5 minutes.

Prerequisites

  • A Gmail account with receipts
  • PDF bank statements to upload

Setup Steps

1

Create an account

Sign up for a free Mintline account to get started.

Create account
2

Connect Gmail

Link your Gmail account to automatically import receipts from your inbox. Mintline uses read-only access and only looks for receipt emails.

Privacy note: We only read emails that match receipt patterns. Your personal emails are never accessed or stored.

3

Upload bank statements

Upload your bank statements as PDFs. Mintline extracts all transactions automatically using AI-powered parsing.

Supported formats: PDF bank statements from most major banks.

4

Review matches

Mintline automatically matches receipts to bank transactions based on amount, date, and merchant. Review proposed matches and confirm with one click.

High-confidence matches can be auto-confirmed in settings.

Next Steps

Set up AI integrationExplore the API