We understand that your email inbox and your Google Drive are sacred places that need safeguarding. Here is how and why we access them in order to help your bookkeeping workflow.
- Who are you guys and what is FindMyInvoice?
FindMyInvoice is a Gmail extension that saves you time by organizing and tracking incoming invoices, bills, and statements. FindMyInvoice ensures your documents are saved and organized – automatically.
We are a husband-and-wife couple, engineers by education, entrepreneurs and founders by experience. We have built multiple products together and recognized the need of a tool like FindMyInvoice through our own everydays in business. More about us…
- What permissions we need to work?
When you first connect your Gmail or G Suite account to FindMyInvoice, we will need profile, email, openid, drive and gmail.readonly permissions. These are called scopes.
Google’s description: View your basic profile info
Google’s description: View your email address
Google’s description: Authenticate using OpenID Connect
Google’s description: View your email messages and settings
Google’s description: See, edit, create, and delete all of your Google Drive files
These two scopes are also used side-by-side.
We need a read-only access to your emails to be able to recognize your invoices/bills/statements among them. This way, every time you receive a new email, FindMyInvoice decides if that email contains an invoice/bill/statement or not based on your previous choices. Our algorithm is flexible, so when you sign up with a new vendor, you can mark it as an invoice anytime and it can be recognized later – every time.
When FindMyInvoice finds an invoice/bill/statement, it will figure out if the document is in the attachment or the email body itself. In the latter case we convert your email to a PDF document. These documents are then uploaded to your newly created FindMyInvoice folder in your Google Drive. You can also add other Google Drive folders for PDF uploads.
Another use of the ../auth/drive scope is creating a spreadsheet based on the list of your invoices to your Google Drive.
Despite Google’s scary-looking description, we do not intend to see, edit, create and delete all your Google Drive files: we take all necessary precautions to limit our access to as little as functionally needed to make FindMyInvoice work. We only add files to your FindMyInvoice folder or other folders you specifically added for uploads and we only add designated spreadsheets to your Drive’s root folder.
- What about Dropbox?
We support it, but you have to explicitly give us access to your Dropbox. (Just click on the arrow next to the Invoice Group you want to upload (eg. Default) and click “+Add new action”. There you can select “Upload to Dropbox” as action type. We need you to log in to your Dropbox Account when it is asked, and you are ready!)
We will then add PDFs to a newly created FindMyInvoice folder under Dropbox > Apps > FindMyInvoice.
We have App folder permission on your Dropbox which means that FindMyInvoice gets read and write access to this folder only.
Please contact us (firstname.lastname@example.org) if you have more questions. We would like to make sure you are thoroughly informed so all questions are welcomed. We will update this post as needed in the future.