Connected, with limits written down.

Every app Mendiola connects to, and exactly what it may do there: what it reads, what it writes on its own, and what waits for a person. If a column says never, the code has no way to do it.

  • Mendiola reads or writes on its own
  • Only when a person approves
  • Never No road for it in the code

Integrations and their permissions

The ledger

Mendiola works on one ledger. Your clients' books stay there.

Jaz (Juan in the Philippines)AvailableUS and PH
ReadsEach company's books, documents and reports; in the Philippines, its filing records.
Writes on its ownDrafts, never posted: bills and invoices from documents and, in the Philippines, from a client's summary sheet (which can also add supplier contacts), for a company whose sending an admin has switched on; and, in early access, accrual journals for a company where we switch the close's writes on with you.
Writes when a person approvesPosting an accrual, reconciling a bank line, locking a period, any change a firm agent proposes, and, in the Philippines, a month of POS sales, released as a draft.

Documents in

Where clients' bills and receipts come from, besides upload.

Google Drive (a client's folder)AvailableUS and PH
ReadsThe files in a folder the client shares with Mendiola, and nothing else in that Drive.
Writes on its ownNever
Writes when a person approvesNever

Bank data

For US firms, built and not yet released.

PlaidComing soonUS only
ReadsA connected bank's accounts and posted transactions.
Writes on its ownNever
Writes when a person approvesNever

Your firm's apps, for its agents

Connected by a firm admin and used by the firm's admins, through one fixed list of actions.

GmailEarly accessUS and PH
ReadsMessages, threads and attachments.
Writes on its ownA draft in the firm's Gmail when you ask for one. A person sends it from Gmail; Mendiola never sends.
Writes when a person approvesNever
Google CalendarEarly accessUS and PH
ReadsEvents.
Writes on its ownNever
Writes when a person approvesNever
Google DriveEarly accessUS and PH
ReadsFiles, found by search and read as text.
Writes on its ownNever
Writes when a person approvesNever
SlackEarly accessUS and PH
ReadsChannels, conversations, threads and search.
Writes on its ownNever
Writes when a person approvesNever

A company's file stores, for its agents

Connected by an admin for one company, used only for that company's questions, and for now by the firm's admins only.

Google DriveEarly accessUS and PH
ReadsFiles, found by search and read as text.
Writes on its ownNever
Writes when a person approvesNever
BoxEarly accessUS and PH
ReadsFolders and files, read as text.
Writes on its ownNever
Writes when a person approvesNever
SharePointEarly accessUS and PH
ReadsFiles, found by search and read as text.
Writes on its ownNever
Writes when a person approvesNever
OneDriveEarly accessUS and PH
ReadsFolders and files, read as text.
Writes on its ownNever
Writes when a person approvesNever

Nothing on this page sends anything on your behalf: no email, no message, no payment. Every write names who made it in the activity log. For where each service runs and what stops it, see where your data goes.

See your own close in Mendiola.

We'll walk through a month for one of your companies, with the people who built it and use it every day.

Next: your name, your firm's size and three times that suit you. Or read about security first.
Prepared
Mendiola
Reviewed
Your reviewer
Signed off
Your partner