Setting Up Email Upload
What Email Upload Does
Forward a receipt from your inbox, and it shows up in Kaison automatically — categorized, linked to a property, and ready for your CPA.
Here is how it works: you forward a receipt or invoice email to your unique Kaison upload address. Kaison's AI reads the email and any attachments, extracts the vendor name, amount, and date, suggests a category, and links it to the right property. The receipt then appears in your Kaison Inbox, where you can review it, adjust the category or property if needed, and approve it into your records.
The flow
Your email → Forward to Kaison → AI reads & categorizes → Links to property → Appears in your Inbox for review
No manual data entry. No scanning paper receipts. No spreadsheet updates. Just forward the email and move on.
Finding Your Upload Address
Every Kaison account gets a unique upload email address. You will find it in your account settings.
Go to Settings from the sidebar navigation.
Scroll to the Email Upload section. You will see your unique upload address displayed there — something like [email protected].
Click the copy button next to the address to copy it to your clipboard.
Pro tip
Save this address as a contact in your email app (name it something like "Kaison Receipts"). That way you can forward to it with just a few keystrokes instead of looking it up every time.
Manual Forwarding (Start Here)
Before setting up auto-forward, try it once manually. This confirms everything is connected and gives you a feel for how the process works.
Test it in four steps:
Open any receipt or invoice email in your inbox. A Home Depot order confirmation, a utility bill, an insurance renewal — anything with a dollar amount.
Hit Forward and paste your Kaison upload address in the "To" field. Send it.
Wait a few minutes. Kaison processes the email, reads any attachments, and extracts the details.
Go to your Kaison Inbox. The receipt should appear with the vendor name, amount, and a suggested category already filled in.
What you should see
The receipt appears in your Inbox with the vendor auto-detected, the amount extracted, and a category suggestion ready for your review. If the vendor matches a known property, Kaison links it automatically.
If it works manually, you are ready for automation. If something looks off, double-check that you forwarded to the correct address and that the original email had a clear receipt or invoice.
Setting Up Auto-Forward
Once manual forwarding works, set up your email provider to auto-forward receipts from your most common vendors. Below are instructions for the three most common providers.
Gmail
Open Gmail and go to Settings (gear icon) → See all settings.
Go to the Forwarding and POP/IMAP tab. Click Add a forwarding address and enter your Kaison upload address.
Gmail sends a verification email. Check your Kaison Inbox for the confirmation code, or look for a verification link. Complete the verification.
Now create a filter. Go back to your inbox, click the search bar dropdown, and enter a vendor address in the From field (for example, [email protected]).
Click Create filter. Check Forward it to and select your Kaison upload address. Click Create filter to save.
Repeat step 4–5 for each vendor you want to auto-forward. You can also combine multiple vendors into one filter by separating addresses with OR in the From field.
Outlook
Open Outlook and go to Settings (gear icon) → Mail → Forwarding.
Check Enable forwarding and enter your Kaison upload address.
Optionally check Keep a copy of forwarded messages so you still have the originals in Outlook. Click Save.
Note
Outlook's basic forwarding sends all incoming mail. For vendor-specific forwarding, use Rules instead: go to Settings → Mail → Rules → Add new rule. Set the condition to "From" containing the vendor address, and the action to "Forward to" your Kaison upload address.
Apple Mail
Open Mail and go to Mail → Settings (or Preferences) → Rules.
Click Add Rule. Give it a name like "Forward to Kaison."
Set the condition: From contains the vendor name or email address (for example, homedepot.com).
Set the action: Forward Message to your Kaison upload address. Click OK to save.
Add additional conditions for other vendors by clicking the + button, or create separate rules for each vendor.
Pro tip
Do not forward your entire inbox. Use filters and rules to forward only receipts and invoices from specific vendors. This keeps your Kaison Inbox clean and avoids processing unnecessary emails.
Choosing Your Vendors
You do not need to forward everything on day one. Start with three to five of your most common vendors and expand from there.
Good vendors to start with:
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Home Depot / Lowe's — Rehab materials and supplies show up constantly.
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Insurance company — Policy renewals, payment confirmations, claim receipts.
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Utility companies — Water, electric, gas bills for holding cost tracking.
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Property management — Monthly statements, maintenance invoices, tenant charges.
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Title company / lender — Closing documents, loan statements, payoff letters.
Start small and expand once you are comfortable with the flow. After a week of forwarding from your top vendors, you will see the pattern: forward, review, approve. Once that feels natural, add the next batch.
It gets smarter over time
Kaison learns your vendors as you process receipts. The more you approve, the better it gets at categorizing future receipts from the same vendor and linking them to the right property. Early corrections pay off quickly.
Pro tip
Keep a running list of vendor email addresses as you encounter them. When you get a new receipt from a vendor you have not set up yet, take 30 seconds to add a forwarding rule. Within a month, you will have most of your recurring vendors covered automatically.
Educational content only. Consult a CPA or attorney for advice specific to your situation.