Financial documents · with consent
The documents you need. Nothing you don't.
FinLens brings your business the documents it needs from your customers' Gmail, with their consent. It finds the emails with files that look like financial documents, lists them with their text, and you fetch exactly the files you want.
No uploads. No screenshots. No forwarded mail.
Read-only, and only with permission. Your customer approves access on Google's own consent screen. FinLens requests one scope, gmail.readonly, approved through Google's OAuth verification for restricted scopes, so it cannot send, change or delete email. It lists only the emails with files that its fixed searches find, with the text of each, never opens or reads what is inside a file, and what it finds goes 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.
- in your index date, sender, from, to, subject, the email's text
- found by the card-statement search
- file CardStatement_Jun.pdf · PDF · 214 KB
- when you fetch it the file, exactly as received
- if it is locked it stays locked
The highlighted parts are what your index shows, the email's text among them, so you can choose precisely; treat that text as sensitive. Only the documents you pick are delivered, and nothing greyed out is passed on or stored.
- Read-only Gmail access approved through Google's OAuth verification for restricted scopes
- Independently assessed under CASA, the security assessment Google requires for those scopes; see Trust
- Consent-first nothing is read until your customer approves, and they can withdraw at any time
Who it is for
Open to every company
that needs these documents.
You do not need to be a bank or a financial firm. Wealth and advisory platforms, insurers and brokers, accounting and tax practices, visa and relocation services: if a step in your process says upload your ID proof and your loan papers, FinLens replaces it with one link. The documents are already in your customer's Gmail. We bring you the ones you need, with their consent.
How it works
One link out.
The right documents back.
Your customer sees your app, Google's own screen, and your app again. There is no FinLens page in between.
01 · you
Send one link
Create a link through our API, show your customer our standard disclosure, and send it. One link is all your customer needs.
02 · your customer
Approve with Google
Your customer allows read-only Gmail access on Google's own consent screen and comes straight back to you. No account to create, nothing to upload, no Gmail password to share.
03 · finlens
See what exists
When you ask, FinLens runs seven fixed searches for financial documents in your customer's Gmail and, usually within a few minutes, gives you an index: date, sender and recipients, subject, the email's text, and each file's name, type and size.
04 · you
Fetch what you need
Pick the files your process needs, whenever you need them. FinLens delivers just those, exactly as received. Scan each one before you open it.
Then fetch on demand, for as long as the consent runs. A consent lasts up to 6 months. Within it, check for new mail and fetch what you need, when you need it. A fetched file is held for three hours for you to download, then deleted. When the consent ends, FinLens's access ends with it.
The index
The financial documents.
Only the ones you pick.
One list of the financial documents in your customer's Gmail, so that you can choose precisely. Nothing moves until you do.
Seven fixed searches
Proofs of identity, loan and property papers, investment statements, fixed-deposit advices and card statements your customer received, and files they sent to banks, lenders and builders — found by Gmail's own search, with the same searches for everyone.
Nothing it should not read
Never mail in Spam, Trash, Drafts or Chats, never an email the searches do not find, and never what is inside a file. Who was copied on an email is never kept or passed on, except where the email's own text names them. Each email's text comes as its sender wrote it: protect it, and never log it.
Delivered as received, so scan it
Each file arrives exactly as it was sent. FinLens opens nothing and vouches for no sender — what your index says Gmail confirmed is Gmail's record — so a locked file stays locked, and every file should be scanned for malware before anyone opens it.
Delivers only what you ask for
Nothing moves until you choose it. Each fetch brings exactly the files you picked, and nothing else from the mailbox.
What you get, what they keep
Precise for you.
In control for them.
For your business
Onboarding without the upload step. You see what exists before you take anything, then fetch only the files your process needs, any day while the consent lasts: proofs of identity, loan and property papers, investment and card statements, fixed-deposit advices, and the files your customer sent to banks, lenders and builders. Fewer files moved means less to store, secure and delete.
For your customer
Nothing is read 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. FinLens can never send, change or delete their email, never asks for their PAN or other details, and stores and processes their data in India.
What we never do
The short list
that matters.
- We never send, change or delete email. Our access is read-only.
- We never read mail in Spam, Trash, Drafts or Chats, and only the emails our fixed searches find are listed.
- We never pass on more of an email than your index shows: its date, sender and recipients, subject, text and attachments — never who was copied on it, except where its own text names them.
- We never read what a file says. No text extraction, no OCR, no AI model.
- We never keep a copy of your customer's mail, and no one at FinLens reads it. A fetched file is deleted three hours after it is ready.
- We never open a locked file, and never ask your customer for a password or their details. A locked file is delivered locked, as received.
- We never give you the mailbox. No credential, no token: every file comes through FinLens, within the consent.
- We never sell data, and never share files with anyone but the business your customer approved.
Talk to us
Tell us what you need
from your customers.
Start with the documents you ask customers for today. We will tell you plainly which of them FinLens can bring you.
Partnerships · hello@finlenstech.com
Security · security@finlenstech.com
Privacy · privacy@finlenstech.com
Grievance officer · Suraj Agarwalla — privacy@finlenstech.com
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.