guides

How to Connect Your Gmail Account to InvoDrive

InvoDrive runs entirely inside your Google environment – Gmail and Google Drive. To enable automatic invoice scanning and organization, you need to securely connect your Google account.

Step 1: Log in with Google

  • Go to the InvoDrive homepage or login screen.

  • Click the “Sign in with Google” button.

  • Choose the Gmail account where you receive your business receipts and invoices.

Tip: We recommend using your business email, not a personal one, to keep everything clean and focused.

Step 2: Grant the required permissions

Google will ask you to approve the following permissions:

  • Read access to Gmail – needed to detect invoices in your inbox.

  • Write access to Google Drive – to store documents in structured folders.

  • Basic account info – used to identify your account (email, name).

Important:
InvoDrive does not store or transfer any of your data to external servers. Everything stays within your own Google account.

Step 3: Confirmation and first setup

Once you approve access, you’ll be redirected to InvoDrive. A message will confirm:
“Successfully connected to your Google account.”

You’ll now see the initial setup screen:

  • Select a start year for scanning (available in Advanced / Pro plans)

  • Choose the language of your invoices

  • Access your personalized dashboard

FAQs:

Can I switch accounts later?
Yes! You can disconnect and reconnect a different Gmail account anytime from your dashboard.

Is my data safe?
Yes. InvoDrive is a Google-verified Web App and has passed CASA Tier 2 security audit. Your data never leaves Google’s secure environment.

Where are my files stored?
InvoDrive creates a folder called InvoDrive inside your Google Drive, with subfolders by year > month > supplier.

Share:

More guides

Dashboard: Print Topics List

This screen lets you handle receipt emails that don’t have an attachment or link, but are still important – like confirmation emails from services such as Apple, Bird, Lime, Facebook, etc. When the subject of an email matches one of the terms in this list, InvoDrive will generate a PDF

Dashboard: Excluded Topics List

What are excluded topics and why use them? In InvoDrive, not all emails contain receipts or invoices. Some emails might be quotes, reminders, or general correspondence. You can prevent such emails from being scanned and saved by adding specific words or phrases to your Excluded Topics List. How it works:

Dashboard: Managing Your Search Terms

In InvoDrive, your Search Terms List determines how the system identifies invoice-related emails in your Gmail inbox. You have full control over this list – add, edit, or remove keywords to improve the accuracy of the scanning. What is it for? InvoDrive automatically scans your Gmail inbox looking for emails

Dashboard: Supplier Management

How InvoDrive detects supplier names By default, InvoDrive creates folders based on the supplier name found inside the invoice document.If no clear name is found, it falls back to the email sender’s name. This page allows you to define your own custom folder name per email address – for full