Connect your email (Gmail)

Prefer a step-by-step video? We've got one.

Watch the video guide

You'll do 2 things

Confirm forwarding in Gmail to your secure Finvot alias.
Create a filter so only transaction emails are forwarded to Finvot.

⌛ Estimated time: 5 minutes

0. Before you start

Identify which email inbox receives your bank notifications (Gmail, Outlook, Apple Mail, or another).

Important

Make sure to do this setup from a computer (laptop or desktop) using a web browser. This setup CANNOT be done from phones or mobile apps (Gmail app, Outlook app, etc.).

This guide only covers GMAIL. If you need to set up a different email, go to the matching documentation.

a) In the initial onboarding, select Gmail as your provider

During the initial onboarding, you'll see a screen to choose your email provider. Select Gmail.

Finvot onboarding screen with Gmail selected as the email provider.

b) Copy your unique Finvot alias

During onboarding in Finvot you'll see your personal alias, which looks like this: <your_alias>@alerts.finvot.app. This alias is unique to your account and lets Finvot receive your emails securely and automatically.

Finvot screen showing Step 1 with your alias and the Copy button.

Step 1 · Confirm forwarding in Gmail

Open Gmail on a computer (web)

Open Settings (⚙️) → See all settings

Gmail quick-settings menu with the See all settings option.

Go to the Forwarding and POP/IMAP tab

Forwarding and POP/IMAP tab highlighted in Gmail settings.

Add a forwarding address

Paste your Finvot alias

Gmail dialog to add a forwarding address with the Finvot alias typed in.

Remember you can copy your alias at any time from the Finvot screen.

Accept Google's messages

It may ask for identity verification.

Click “Continue”

It appears small, in the top-left corner.

Gmail notice confirming email forwarding with the Continue button.

Accept the confirmation

Gmail notice saying a confirmation link was sent, with the OK button.

Open verification in Finvot

Go back to the Finvot tab and click the black Open verification button.

Finvot screen with the forwarding address added and the Open verification button.

If it doesn't appear yet, wait a few seconds.

Confirm on the Google screen

Once confirmed, you can close that window.

Google forwarding confirmation screen with the Confirm button.

Go back to Finvot and tap “I've confirmed”

Finvot screen with the I've confirmed button to finish Step 1.

✅ Expected result

Gmail now recognizes your Finvot alias as a valid forwarding address.

Step 2 · Create a filter for your bank emails

(This step is enabled after you complete Step 1.)

Refresh the Gmail page

So Google picks up the changes you just made.

Refreshed Gmail settings showing the Finvot alias already registered as a forwarding address.

Go back to Settings (⚙️) → See all settings

Go to the Filters and blocked addresses tab

Filters and blocked addresses tab highlighted in Gmail settings.

Click Create a new filter

Create a new filter link highlighted in Gmail.

Enter the bank email in the “From” field

Use the exact address your bank uses to send alerts. Examples:

alertasynotificaciones@notificacionesbancolombia.com
colpatriaInforma@scotiabankcolpatria.com
DAVIBankInforma@davibank.com

Quick tip

If you're unsure of the “From” address, open an old bank alert email and copy the sender's exact address.

Gmail filter From field with the bank address and the Create filter button.

NOTE: If you use Bancolombia, you usually need to add more than one address. It should look like this:

Gmail filter From field with several Bancolombia addresses inside braces.

If you don't use Bancolombia, continue to the next step. You can copy and paste these Bancolombia addresses we've already identified (copy them exactly, including the {} braces):

{alertasynotificaciones@bancolombia.com.co alertasynotificaciones@an.notificacionesbancolombia.com alertasynotificaciones@ayn.notificacionesbancolombia.com alertasynotificaciones@notificacionesbancolombia.com}

Click Create filter

Check “Forward it to:” and select your Finvot alias

It should already appear in the options since you added it in Step 1.

Gmail filter actions with Forward it to checked and the Finvot alias selected.

Confirm with “Create filter”

Google will likely ask you to verify your identity again.

Google notice asking to verify your identity before continuing.

Verify the filter looks right

Created Gmail filter showing the bank match and the Forward to Finvot alias action.

Go back to Finvot and press “Done”

Finvot Step 2 screen with the Done button to finish setup.

All set! 🎉

From now on, Finvot will automatically receive your bank emails, process each transaction with AI, and update your income and expenses in the dashboard without you doing a thing.

Note

Over the next few days Gmail may show you an alert or notice. That's fine — it's just letting you know that some emails are being forwarded automatically to Finvot.

If your bank uses multiple addresses (important)

If your bank sends alerts from more than one address, create a separate filter for each one.

⚠️ Gmail does not allow several different addresses in a single filter using the “From” field.
✅ Quick tip: if you're unsure of the “From” address, open a bank alert email and copy the sender's exact address.