Is Bank Statement Genie on the Google Workspace Marketplace?

Yes. Bank Statement Genie is published on the Google Workspace Marketplace, so you can install it directly into your Google account and open it from there. Installing is free and uses Google sign-in.

What permissions does it request?

It uses Google's narrow drive.file scope, which only lets the app see and edit the single Sheet it creates for you, every other file in your Drive stays invisible. Your bank login happens through a secure connection and the app never sees your banking password.

Can a Google Workspace admin deploy it for the whole organization?

Yes. A Workspace administrator can do a domain-wide (admin) install from the Marketplace so it is available to selected users or the entire organization, subject to the admin approving the requested access.

Install Bank Statement Genie from the Google Workspace Marketplace

Short answer: Bank Statement Genie is on the Google Workspace Marketplace. Open the listing, click Install, approve the single drive.file permission, then connect your bank, your Google Sheet and dashboard fill in automatically. It's free to install, and a Workspace admin can deploy it across a whole domain.

If you live inside Google Workspace, Gmail, Drive, Sheets, the easiest way to add Bank Statement Genie is straight from the Google Workspace Marketplace. There's no separate account to create and no new password: you install it against your Google account and open it from there. Here's exactly how it works.

What is the Google Workspace Marketplace?

The Marketplace is Google's official directory of apps and add-ons that integrate with Workspace. Apps listed there have gone through Google's verification and OAuth review, and you install them against your own Google account, so you can see precisely what access each one is asking for before you say yes. Bank Statement Genie is a verified listing there.

How to install it (4 steps)

Open the listing

Head to the Bank Statement Genie Marketplace page.

Click Install

Choose the Google account you want to add it to. Workspace admins can instead choose an admin (domain-wide) install, more on that below.

Approve the one permission

You'll be asked to grant the narrow drive.file scope so the app can create the single Sheet it uses. That's the only file it can ever see.

Connect your bank

Open the app, connect your bank through the secure login (we never see your password), and your Sheet and dashboard populate automatically.

What access does it ask for?

This is the part worth reading closely, and it's deliberately minimal:

Google Drive: only the narrow drive.file permission, which lets the app see and edit just the one Sheet it creates. Every other file in your Drive is invisible to it, Google enforces this at the API level.
Your bank: the login happens through a secure bank connection handled by our partner. Bank Statement Genie never sees your banking username or password and only receives read-only transaction data. It cannot move money or change any setting.
Your data: your transactions live in your own Google Sheet in your own Drive; we don't sell, share, or train models on them. Disconnect anytime to revoke access.

For Google Workspace admins: domain-wide install

If you're a Workspace administrator, you can deploy Bank Statement Genie for your whole organization rather than asking each person to install it. From the Marketplace listing, choose the admin install option and pick whether to make it available to specific organizational units or everyone. Your users then get access without individually hunting down the app, while each person still connects their own bank and gets their own private Sheet. Because the app only requests drive.file, the access you're approving on behalf of users is tightly scoped.

Where do I find it after installing?

Once installed, you open Bank Statement Genie from your Google account and manage everything from its web dashboard, connect or disconnect banks, switch between the Sheet and the dashboard, and (on the paid plan) hit Sync Now. Prefer to skip the Marketplace entirely? You can also just sign in with Google on the website, same app, same secure flow.

Add it to your Google Workspace

Install from the Marketplace in a click, or sign in on the web. Free to start, no card required.

Get it on Google Workspace