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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 and never stores your financial data after processing.

  • All data is encrypted in transit and at rest
  • OAuth 2.0 secure authentication
  • Regular security audits and compliance checks
  • GDPR and SOC 2 compliant