Google Drive Integration with Numeric

Last updated: June 24, 2025

🔍 Overview

Numeric’s integration with Google Drive enables secure, read-only access to key financial documents—ensuring control, privacy, and audit readiness. This guide explains how the integration works, what permissions are required, and how documents are processed.

🔐 Access & Permissions

  • ✅ Read-only access: Numeric only reads files; it never edits or writes to Drive.

  • 📎 Explicit linking required: Only documents linked in the Reconcile module are accessed.

  • 👤 Per-user authentication: Each team member must link their own Google account.

  • 🛡 Security governed by Google Workspace: All access aligns with your organization’s existing permissions and profiles.

🔗 How Document Integration Works

🔄 Linking Process

  1. Go to Manage Sources in the Reconcile module.

  2. Link either:

    • A specific file, or

    • An entire folder (all spreadsheets in subfolders will be included).

  3. Numeric:

    • Loads spreadsheets

    • Highlights multi-entity files

    • Allows users to exclude files before syncing

📊 Data Reading & Processing

  • Numeric only reads files linked to reconciliations

  • There is no broad indexing or background scanning

  • Original Drive permissions remain unchanged

  • Multi-entity files receive special tagging for context-aware handling

⚙ Setup Instructions

  1. Navigate to: Settings → File Storage

  2. Follow the Google OAuth sign-in prompts

  3. (Optional) Get admin approval from your Google Workspace Admin Portal

  4. Configure file or folder access as needed

🔒 Security Considerations

  • Uses minimal OAuth scopes (read-only)

  • Numeric cannot modify or delete files

  • Honors all existing Google Workspace access rules

  • User-level controls ensure privacy and compliance

📚 Related Resources