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Google Workspace Setup Guide

Get Statement Desk up and running in your Google Workspace in just a few minutes.

Prerequisites

  • Google Workspace admin access (for domain-wide installation)
  • Google account with Drive and Sheets access (for individual installation)
  • PDF bank statements ready to process

Choose Your Installation Type

Individual Installation

Perfect for personal use or trying out Statement Desk before a company-wide rollout.

  • Install in minutes
  • No admin permissions needed
  • Full feature access
View setup instructions

Domain-wide Installation

Deploy Statement Desk across your entire organization with centralized management.

  • Centralized billing
  • User management
  • Admin controls
View setup instructions

Individual Installation Steps

1

Visit Google Workspace Marketplace

Go to the Google Workspace Marketplace and search for "Statement Desk".

2

Click Install

Click the "Install" button on the Statement Desk listing page. Choose "Individual Install" when prompted.

3

Grant Permissions

Review and accept the permissions. Statement Desk needs access to:

  • Google Drive (to access PDF files)
  • Google Sheets (to export processed data)
  • Basic profile information
4

Start Using Statement Desk

You'll be redirected to Statement Desk. You can now:

  • Upload PDF bank statements
  • Access files from Google Drive
  • Export to Google Sheets

Domain-wide Installation Steps

Note: Domain-wide installation requires Google Workspace admin privileges.

1

Access Admin Console

Sign in to your Google Admin Console with your admin account.

2

Navigate to Marketplace Apps

Go to Apps → Google Workspace Marketplace apps → Click "Add app" and search for "Statement Desk".

3

Choose Installation Scope

Select whether to install for:

  • Entire organization
  • Specific organizational units
  • Selected groups
4

Configure Settings

Set up default permissions and access levels:

  • Data access permissions
  • Default user roles
  • Export restrictions
5

Complete Installation

Click "Install" and accept the terms. Users in your organization can now access Statement Desk from their Google Workspace apps.

Post-Installation Configuration

For Individual Users

  • Connect your bank accounts (optional)
  • Set up automatic categorization rules
  • Configure export preferences
  • Enable AI insights (Premium feature)

For Domain Admins

  • Set up billing and choose a plan
  • Configure user permissions and roles
  • Set data retention policies
  • Enable audit logging
  • Configure SSO (Enterprise only)

Security & Privacy

Statement Desk follows Google's security best practices. Original PDFs are automatically deleted from our servers 30 days after upload. Your extracted transactions and exports remain in your account until you delete them. You can delete any file manually at any time.

  • All data is encrypted in transit and at rest
  • OAuth 2.0 secure authentication
  • GDPR compliant