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Your sheets, full of financial clarity
Connect your bank and sync transactions into your Google Sheet or Excel workbook. One bank connection covers every account under that login. Automatic daily sync for Premium; Free syncs manually. No CSV exports.
Get started freeLink a bank connection securely via Plaid (every account under that login). Read-only access: your credentials never touch our servers.
Pick a pre-built template (7 available on Premium; 1 on Free) for budgeting, net worth tracking, or cash flow analysis in Google Sheets or Excel.
Transactions flow into your spreadsheet automatically with Premium, or sync manually on Free. No CSV exports, no copy-pasting.
Premium accounts sync automatically every day via Plaid. Free accounts sync manually whenever you choose.
Pre-built sheet structures for budgeting, net worth tracking, and cash flow analysis.
Clean merchant names and categories on every plan. No more "SQ*COFFEE SHOP 293847".
Connect checking, savings, and credit card accounts, all in one sheet.
Plaid categories plus merchant cleanup so rows land in sensible budget groupings.
AES-256-GCM encrypted tokens. Your credentials never touch our servers.
One bank connection, core features
$9.99/mo if billed monthly
Unlimited bank connections, automatic sync