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Integrations are the connections myClerkBook makes to services you already use. They live on the Integrations screen in your settings, and each can be disconnected at any time. None of them is a bank. There is no bank connection on this screen, on any plan, and no facility to add one.

A mailbox

Gmail, Outlook or iCloud, read only, feeding receipts into parsing.

WhatsApp or SMS

One number, used to deliver your alerts.

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Connecting a mailbox

A connected mailbox feeds incoming financial mail, receipts, invoices and payment confirmations, into the same parsing pipeline an uploaded file goes through.
1

Choose a provider

Gmail and Outlook connect by signing in with that account and granting read access. myClerkBook asks for reading permission and nothing else, so it cannot send, delete or file your mail.
2

iCloud connects a little differently

Apple offers no equivalent sign-in for third-party mail access, so iCloud is connected with an app-specific password you generate on your Apple ID account page. myClerkBook never receives your Apple ID password itself.
3

Parse from the Parsing screen

Each book has a Parsing screen listing synced messages with sender, subject and a snippet, each carrying a Parse action. The entry it creates belongs to the book you were in.
Up to five mailboxes, counted across all three providers together. Mail entries come out of the same daily allowance as uploaded files, so there is one number to keep track of rather than two. See Parsing for what the allowance is on each plan.

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WhatsApp and SMS

One number, linked once, used to deliver your alerts. They work alongside email rather than replacing it: a weekly summary by email and an urgent alert by WhatsApp is a normal arrangement. See Smart Insights for the alerts themselves.

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What each connection can reach

Parsing

What a connected mailbox feeds, and how its entries are counted.

Smart Insights

The alerts that WhatsApp and SMS deliver.

Next: Collaboration

Sharing a book, the two access controls, and the activity log.