Multi-client bookkeeping · Google Sheets

Every client's books in one Google Sheet.

One workbook. One tab per client. Auto-synced from each client's own bank through regulated open banking. Stop juggling logins and CSV exports — open one sheet and every client's transactions are already there.

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No shared loginsAuto-syncedOne subscription

Master books · Google Sheets

Date

Description

From new client to live tab in five steps

Set it up once per client. After that, every tab keeps itself current.

Create a portal per client

In your Portals tab, add one Client Portal per client — a name, an icon, and their email. Each portal is a fully isolated workspace under your firm’s subscription.

Each client connects their own bank

Your client clicks the invite and authorizes read-only access through their own bank via regulated open banking (CDR, PSD2, OBIE). You never see or hold their login.

Point a feed at a tab in your master sheet

Create a feed for each client that writes into its own tab of one Google Sheet — “Acme Co”, “Smith LLC”, “Vertex Pty”. Map the columns once with the visual field mapper.

Set a sync schedule

Choose hourly, daily, or weekly. Every tab refreshes on its own schedule with provider-supplied transaction fields.

Build your roll-up tab (optional)

Add a Summary tab and pull from each client tab with native Google Sheets formulas like QUERY and IMPORTRANGE — a firm-wide cash view, all in one file you already know.

Why bookkeepers run their whole book this way

One file, every client

No more 10 logins, 10 CSV exports, 10 cleanup passes. Open one Google Sheet and every client’s transactions are already there, in their own tab.

Isolated at the source

Each client lives in their own portal with its own bank connection and tokens. A tab is just where their data lands — clients never see each other, and revoking one never touches another.

Categorized, structured rows

Transactions arrive with merchant, category, amount, balance, account, and date — ready for your working papers, P&L formulas, or pivot tables. No re-keying.

Refreshes on a schedule

Set weekly for reconciliation clients, daily for active ones. Every Monday your tabs are current without you logging into a single bank.

One subscription, family quota

Your plan covers the parent workspace and every client portal under it. Bank limits pool across the family — no per-seat charge, no per-client invoice.

Query it all with AI

Beyond the sheet: one API key with MCP scope=family lets Claude or ChatGPT reason across every client — "list unreconciled transactions over $500 across all clients this quarter."

Multi-client bank feeds

The full picture: one dashboard for every client’s bank data.

Prefer Excel?

Do the same thing in one Excel workbook, a worksheet per client.

For bookkeepers

The weekly reconciliation workflow, end to end.

Frequently asked questions

Can I do bookkeeping for multiple clients in one Google Sheet?

Yes. With BankSync, you create one Client Portal per client, each client connects their own bank through regulated open banking, and you point a feed from each portal into its own tab of a single Google Sheet. The result is one workbook with a tab per client, each refreshing automatically on the schedule you choose — without sharing logins or exporting CSVs.

How are clients kept separate in the same spreadsheet?

Each client is a fully isolated workspace (a portal) with its own bank connection and provider tokens. The spreadsheet tab is simply the destination where that client’s data lands. Clients never see your other clients, and you can revoke or delete one client’s portal without affecting any other tab or client.

Can I get a single consolidated view across all clients?

Each client syncs into its own tab. To roll everything into one firm-wide view, add a Summary tab and pull from the client tabs using native Google Sheets formulas like QUERY, FILTER, or IMPORTRANGE. BankSync keeps each client tab current; you control how they roll up.

Do my clients need a BankSync account or to share their bank password?

No password sharing, ever. Your client receives a portal invite, signs in with their email, and authorizes read-only access through their own bank’s consent screen (open banking in the US/Canada, CDR in Australia, PSD2 in the EU, OBIE in the UK). BankSync never stores banking credentials.

How often does the data update?

You choose per feed: hourly, daily, weekly, or manual. Many bookkeepers set weekly for reconciliation clients and daily for active ones, so each client tab is current when they sit down to work.

What data lands in each tab?

Categorized transaction rows with fields such as date, description, merchant, category, amount, balance, account name, and account type. You map the columns once with the visual field mapper, and every sync writes in that shape.