Document collection · India
Ask once.
Their statements
arrive.
FinLens collects your customer's financial statements from their own Gmail, with their permission, and delivers them to you, the business that asked.
No uploads. No screenshots. No shared passwords.
Read-only, and only with permission. Your customer approves access on Google's own consent screen. FinLens requests only gmail.readonly, so it cannot send, change or delete mail, and it reads only PDF attachments from verified financial senders. The documents go to your business and to no one else.
FinLens's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Our Privacy Policy explains how.
- document the PDF, opened if your details open it
- category bank statement
- sender address the bank's own
- email date the day it arrived
The greyed-out parts, such as the subject line and the message, never reach you and are never stored. The highlighted parts do: the document, the sender's address and the date.
- Verified by Google for read-only Gmail access, gmail.readonly
- Security assessed Google's CASA security assessment, passed
- Data in India stored and processed in India; see Trust
Who it is for
For businesses that need
their customers' statements.
Wealth platforms and advisers, insurers, account aggregators' partners and fintech onboarding teams. If your flow has a step that says upload your last six months of statements, FinLens replaces it. The documents are already in your customer's inbox; we collect them, with their permission.
How it works
One link out,
documents back.
Your customer sees your app, Google's own screen, and your app again. There is no FinLens page in between.
01 · you
Create a link
Ask our API for the document types you need. To open password-protected statements, you can also send identity details: name, PAN, date of birth, mobile. The link is valid for 60 minutes.
02 · your customer
Approve at Google
You show our standard disclosure and send the link. Your customer allows read-only Gmail access on Google's consent screen and comes straight back to you. If they decline, they can try again on the same link while it is valid.
03 · finlens
We collect
Only PDF attachments from verified financial senders, across the whole mailbox history. A protected statement your details open arrives as a decrypted copy; one they do not open arrives locked, with hints about its password rule.
04 · you
Download
A webhook tells you the documents are ready, and you download them from the API. Three hours after they are ready, the files are deleted.
Then, for up to twelve months, ask again. A consent lasts up to 12 months. Within it, you can ask FinLens to check again for new documents of the kinds your customer approved. When the consent ends, we revoke our access at Google.
What you get, what they keep
The documents for you.
The control for them.
What you receive
Each document as the institution sent it, or decrypted where your customer's details open it. With each one: the date of the email, the sender's address, and a category: credit card, bank statement, loan, mutual fund, insurance or other.
What your customer controls
Nothing is collected until they approve on Google's screen. They can withdraw at any time: in your app, at myaccount.google.com/permissions, or through our grievance officer. Their identity details are encrypted and destroyed when the link expires.
What we never do
The short list
that matters.
- We never send, change or delete mail. Our access is read-only.
- We never fetch personal mail. Only PDF attachments from verified financial senders.
- We never read inside a document. No OCR, no parsing, no AI.
- We never store email, and no person at FinLens reads your customer's data.
- We never return a password. A locked document comes with hints about its rule, never the password itself.
- We never give you the mailbox. No credential, no token; a later check is one we run, at your request, within the consent.
- We never sell data, and never share documents with anyone but the business your customer approved.
- We never keep files longer than three hours after they are ready.
Talk to us
Tell us what you
collect today.
Start with the documents you ask customers to upload today. We will say plainly which of them FinLens can collect.
Partnerships · hello@finlenstech.com
Security · security@finlenstech.com
Privacy · privacy@finlenstech.com
Grievance officer · Suraj Agarwalla — suraj@maximoney.in
FinLens is operated by Value Garage Private Limited, CIN U66190DL2025PTC453505, registered at Flat no. 26, Vandana Apartment, East Delhi, Delhi — 110092, India. More on the About page.