Buddy is your personal AI assistant in Budgetly. Forward receipts and invoices to your unique Buddy email address, and it will automatically attach receipts to the right transactions and create new bills from invoices.
How to find your Buddy email address
- Click the Buddy icon in the sidebar (or access it from the navigation menu).
- A dialog appears showing your unique Buddy email address.
- Click the copy button to copy the address to your clipboard.
[screenshot: Buddy Inbox dialog showing the unique email address with a copy button]
Tip: Save this email address as a contact in your email app so you can quickly forward receipts and invoices.
What Buddy does with your emails
Receipts:
- Buddy matches the receipt to the correct transaction based on the amount, date, and merchant.
- The receipt is automatically attached to the transaction.
Invoices:
- Buddy creates a new bill in Draft status.
- It extracts the supplier name, amount, due date, and other details from the invoice.
- You can review and edit the bill before submitting it for payment.
Tips for best results
- Forward the original email with the receipt or invoice attached — don’t screenshot it.
- One receipt or invoice per email works best.
- Buddy works with PDF, image, and most common document formats.