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Connect your inbox
Any business email today (address and app password). Gmail and Outlook are coming soon. Inbeex only reads; nothing in your inbox changes.
Read-only by default. Changes only if you allow it.
Your right hand for every client.
Inbeex reads your email and turns it into a complete system for running your business: client files, a deal pipeline, documents, checklists and timelines, plus an assistant that takes on tasks, files things and drafts replies. Your inbox stays exactly as it is.
Coming soonSee it answer
Nothing to remember. Nothing to file. Just ask.
Before · your inbox
The mess you know
Re: contract FINAL signed?
3 attachments · 1 hour ago
FW: Harbor Point docs
Fwd ×4 · yesterday
Contract rev 2 (use this one)
Attachment · yesterday
Appraisal + revised term sheet
9 replies · 2 days ago
RE: insurance certificate
Unread · 3 days ago
Inbeex only reads your email. It never sends, moves or deletes anything.
After · Inbeex
Tidy client files
Dana Brooks
14 Maple Court · $1.2M- Signed contract on file
- Appraisal received
- 1 open item: insurance binder
Priya Shah
9 Wharf Street · $860K- Term sheet v2 — latest
- Bank statements complete
- Closing scheduled Oct 14
Every email filed to the right client and deal — nothing moved, nothing sent, everything findable.
A familiar search
It’s 9 pm.
The lender needs the signed contract, the appraisal and the insurance declaration by morning. You search your inbox and find five versions of the contract, an appraisal thread with nine replies, and no idea what’s still missing.
You meant to keep a list. You didn’t.
Inbeex keeps the list for you, and tells you when you ask.
How it works
Keep working from your inbox.
02
Inbeex builds your files
Your free trial sets up your client files from the last 30 days. When you subscribe, Inbeex reads back up to three years of email, then reads new mail as it arrives.
03
Just ask
“What’s missing on this loan?” “Which deals close this month?” “Write Dana a note asking for the bank statements.” Answers in seconds.
Ask Inbeex
Ask it like you’d ask an assistant.
Find any document or photo, file an email into the right client, update a checklist or draft a reply. It knows every file, and it tells you when something doesn’t add up.
Task
Which deals are closest to closing, and what’s holding each one up?
- 14 Maple Court — conditional approval; waiting on the signed operating agreement.
- 9 Wharf Street — lender reviewing the rent roll.
- 88 Ridge Road — on hold for the zoning letter.
Change
Mark the appraisal done and add a to-do for the insurance binder.
Tick off 1 item · Add 1 open item
- Appraisal — mark received
- Add “Insurance binder” to Dana Brooks
Do itCancel
Draft
Write Marcus asking for the contractor’s bid.
To: marcus.lee@example.com
Subject: Contractor’s bid for 9 Wharf Street
Hi Marcus — when you have a moment, could you send over the contractor’s bid for Wharf Street? The lender needs it to wrap up underwriting…
Open in my mail app · Copy · Change it
Nothing changes until you click Do it. Inbeex never sends an email; you send it from your own mail app.
Features
The client file builds itself.
Client files, automatically
A plain-English summary, company names and aliases, contact details, financials and every deal with its terms, lender and current status, written from your email and kept current.
Final-version finder
Versions of a document are stacked; the latest signed one leads with a ✓ Signed badge, and files still needing signatures are flagged.
Signed4 versions grouped
Catches what you'd miss
Spots the problems buried in long threads: a low appraisal, a wrong lienholder, a mismatched address, a condition nobody answered. Each one is listed on the deal.
Drafts in your voice
Replies and follow-ups written from the client file, ready to open in your own mail app.
Checklists that keep themselves
Open items appear from email (“the lender needs the insurance binder”) and tick off when they’re done.
Timeline and contacts
Every quote, approval, condition and closing, dated; every person on the file in one place.
Share documents safely
Private links that expire, made in a click or just by asking.
Your files on your computer
One zip, or a folder on your laptop kept up to date by client and deal.
Pipeline at a glance
Every deal sorted from prospect to funded or lost, with the amount, lender and latest status on each card.
Needs your eyes
Anything Inbeex can’t place waits for you, with its reasoning, its best guess and one-click filing.
Intake forms and document requests
Send a link; the client fills in details and uploads documents straight into their file.
Partner status links
Referral partners see live progress on the deals they sent you, and nothing else.
Your assistant, your rules
Give a processor or assistant their own login, limited to the files you choose.
On every device
Install it on your laptop or phone like an app.
One real inbox
Already working today.
“A commercial loan broker connected his business inbox. Inbeex built 53 client files, 72 deals and 564 documents, and now handles his tasks in seconds.”
Who it’s for
Anyone who manages client files.
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Loan brokers
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Insurance brokers
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CPAs & bookkeepers
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Real estate agents
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Contractors
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Independent professionals
Personal use · coming later
Not just for work.
Subscriptions, upcoming charges, bank alerts, trips, documents, return deadlines and appointments — kept in order from your personal inbox.
Security
Private by design.
Clear controls, no mystery badges, no vague promises.
Read the full Security page.Inbeex only reads your email. It never sends, moves or deletes anything.
Data is encrypted in transit and at rest.
Documents are stored privately and shared only through links you create, which you can turn off.
Nothing changes and nothing is shared until you click.
Your email and documents are not used to train AI models.
Your assistant sees only the files you choose.
Early access pricing
Start with the mess you have.
Free trial
$0for 14 days
Everything in Pro for 14 days. Your files are set up from your last 30 days of email. Cancel anytime.
Coming soon
Starter
$79per month
1 mailbox · up to 750 emails and 100 tasks a month · your files built from 1 year of past email (up to 10,000 emails).
Add-ons available — coming soon
- Documents & cloud storage — organized or unified
- Billing & invoices
Coming soon
Pro
$149per month
1 mailbox · up to 2,000 emails and 300 tasks a month · plus one assistant or processor login · your files built from 3 years of past email (up to 25,000 emails).
Add-ons available — coming soon
- Documents & cloud storage — organized or unified
- Billing & invoices
Coming soon
Team
$129per seat / month
Pro allowance per seat, including 3 years of past email (up to 25,000 emails) per seat · shared clients · roles. 2+ seats.
Add-ons available — coming soon
- Documents & cloud storage — organized or unified
- Billing & invoices
Coming soon
Every plan includes client files, Ask Inbeex, drafts, pipeline, intake forms and partner links. When you subscribe, Inbeex reads your past email to complete your files (1 year on Starter, 3 years on Pro and Team, up to the email limit shown); that first read doesn’t count against your monthly allowance. Go over your allowance and we’ll suggest the next plan; we never charge surprise overages. Add-ons — documents folder and cloud storage organization (or a unified management system that leaves files where they are), billing and invoices — are coming soon; they can be added to any paid plan and are priced separately.
Questions
The short answers.
Your inbox, bee-organized.