LeanFintech Inbox

The financial
inbox, made programmable.

Connect a consented inbox once. Find financial messages and attachments, understand them with AI, and deliver structured records to products, risk models, and operations.

Design your Inbox integration See how Inbox works

Provider-native, read-only, cross-device financial data infrastructure.

leanfintech.inbox consented

provider accounts

Gmailpersonal + Workspace

MicrosoftOutlook + Microsoft 365

Zohopersonal + business

Forwardingpurpose-built addresses

Financial intelligence engineClassify, extract, link, explain

policy -> evidence -> objects

product-ready outputs

Documentsstatements + notices

Signalsincome + obligations

Eventschanges + exceptions

Evidencesource-linked fields

read_only: truejson + webhook + files

Built from working financial inbox infrastructure

Provider OAuth Historical search Attachment retrieval Inbound email Structured delivery

One connection, governed by policy

Mailbox access is plumbing. Inbox turns it into financial infrastructure.

Connect, define purpose, understand the permitted data, and deliver only what the product needs.

A consented Gmail, Microsoft, or Zoho connection flows through a purpose policy and financial intelligence layer into structured objects with source evidence.

Connect
Use provider-native OAuth or a purpose-built forwarding address.
Scope
Define permitted sources, dates, fields, and processing purpose.
Understand
Classify, extract, connect related events, and retain evidence.
Deliver
Return normalized JSON, files, confidence, warnings, and webhooks.

Financial ontology, not generic email summaries

Turn messages into objects your product can reason about.

Every extracted field can retain its source message, attachment, evidence, and confidence.

Message intelligence

Financial sender and document classification
Account, issuer, customer, date, amount, and period extraction
Thread, attachment, and event relationships
Changes, anomalies, missing evidence, and exceptions
Source-linked confidence and review warnings

Illustrative response

{
  "object_type": "financial_document",
  "document_type": "account_statement",
  "issuer": "Example Bank",
  "period": { "from": "...", "to": "..." },
  "amounts": [],
  "signals": [],
  "confidence": "strong",
  "evidence": {
    "message_id": "...",
    "attachment_id": "..."
  },
  "warnings": []
}

One product, many financial workflows

Use the inbox history customers already have.

Inbox is a horizontal infrastructure layer. Each product chooses its own sources, objects, analysis, and delivery contract.

Wealth and investments

Find CAS statements, broker communications, contract notes, insurance records, tax documents, and portfolio notices.

Lending and underwriting

Collect permitted evidence of income, obligations, statements, repayments, financial accounts, and recurring commitments.

Personal finance

Build account, card, loan, insurance, subscription, bill, and investment views from financial communications.

Insurance

Understand policy documents, premium notices, renewals, claims communications, and coverage changes.

Tax and compliance

Collect permitted statements, certificates, notices, identity records, and supporting documents into review workflows.

Fintech operations

Route messages, attachments, exceptions, missing records, and source changes into operational queues and systems.

Why Inbox

Account-linked intelligence without device surveillance.

Different acquisition methods solve different problems. Inbox is strongest when documents, history, and future financial communications matter.

Approach	Coverage	User dependency	Best fit
Manual upload	One selected file	Find, download, upload	Known document
Device / SMS SDK	On-device signals	App, device, OS permissions	Mobile behavior and transaction alerts
Account Aggregator	Participating financial sources	AA consent flow	Standardized institution data
LeanFintech Inbox	Financial messages, documents, and history	Provider OAuth or forwarding	Cross-device financial context and ongoing events

Consent and control

Financial intelligence needs a defensible boundary.

Inbox is designed around explicit provider consent, read-only access, purpose limitation, revocation, configurable retention, and source-linked evidence.

No SMS, location, call-record, or contact-list permission required
Provider account access works across the customer's devices
Policies constrain the sources and analysis used by each product
Customer-controlled disconnection and deletion workflows
Auditable message, attachment, extraction, and delivery references

Architecture review

Bring the financial questions your product needs to answer.

We will map the provider connection, permission boundary, financial objects, AI analysis, evidence, delivery contract, and operating controls.

Design your Inbox product

What financial intelligence is sitting in your customers' inboxes?

Turn the answer into a governed API, product feature, risk signal, or operations workflow.

Talk to LeanFintech

Questions

Inbox, answered.

What teams ask before they connect the first inbox.

What is LeanFintech Inbox?

Inbox is consented financial inbox intelligence. It connects Gmail, Microsoft, and Zoho accounts, scopes and understands the financial messages and attachments users permit, and delivers structured objects, evidence, and events your product can reason about.

How is Inbox different from a device or SMS SDK?

Inbox uses provider-native, consented, read-only account access. It does not require SMS, location, call-log, or contact permissions, and it works across devices because it reads from the mailbox rather than the phone.

What data does Inbox return?

Inbox returns structured financial objects with source links, confidence scores, warnings, and events, rather than raw mailbox text.

Which inbox providers does Inbox support?

Gmail, Microsoft, and Zoho, plus a forwarding address for financial messages that arrive outside a connected account.

Is inbox access read-only and revocable?

Yes. Access is consented, read-only, purpose-limited, and can be revoked by the user at any time.

The financial inbox, made programmable.