Google Drive Integration
2026-05-24Haiku can save invoice PDFs and expense files directly to your Google Drive, with a consistent folder structure and file naming so everything stays organised without manual filing.
Authorizing Drive
- Go to Settings → Google Drive.
- Click Connect Google Drive and complete the Google authorization screen.
- A confirmation appears once Haiku has permission to create files in a dedicated Haiku folder.
Haiku only ever writes to its own folder tree. It does not read or list other folders in your Drive.
Folder Structure
Files are placed under a top-level Haiku.lt folder, split by type and year:
Haiku.lt
├── Invoices
│ └── 2026
│ └── INV-2026-045.pdf
└── Expenses
└── 2026
└── 2026-05-12-acme-supplies.pdf
The year folder is created automatically the first time a file is uploaded for that year.
File Naming
Invoices — the file is named with the invoice series and number (e.g. INV-2026-045.pdf). Locking and re-saving overwrites the existing file rather than creating a duplicate.
Expenses — files are named with the expense date and a slug of the seller or description (e.g. 2026-05-12-acme-supplies.pdf), making them easy to find without opening.
When Files Go Where
| Action | File saved to Drive? |
|---|---|
| Create invoice | No — manually save via Save PDF to Drive or batch-save in Multi-Edit |
| Lock invoice | No — locking is independent of Drive |
| Send invoice via email | No — Drive save is a separate action |
| Add expense with “Upload to Drive” checked | Yes — uploaded during Step 3 |
| Multi-Edit → Save PDFs to Drive | Yes — batch-uploads selected invoices |
| Delete expense | No — file stays in Drive; use Delete from Drive on the card |
This separation is intentional: locking and sending are about accounting state, while Drive storage is about archival. They can happen at different times.
Bulk Operations
For sending an entire month of invoices to Drive at once, use the batch-edit wizard — it includes both Save PDFs to Google Drive and Delete from Google Drive operations.
Revoking Access
To disconnect Drive: Settings → Google Drive → Disconnect. Existing files in Drive remain in place — disconnecting only stops Haiku from uploading new ones.
You can also revoke access from Google directly at myaccount.google.com/permissions. Haiku will detect the revocation on the next upload attempt and prompt you to reconnect.