Every client's books in one Google Sheet.

One Google Sheet, one tab per client, synced from each client's own bank through regulated open banking, so nobody shares a login or exports a CSV.

Create a free advisor workspace How multi-client feeds work

Business Checking → Google Sheetssynced

To do bookkeeping for multiple clients in one Google Sheet, have each client share their BankSync workspace with you and sync each one into its own tab. One workbook, a tab per client, refreshed automatically.

From new client to live tab in five steps

Add each client to your client list

Add a client from your client list with their name and email, and send the request.

Each client connects their own bank

Your client opens the request and authorizes read-only access through their own bank; you never hold a login.

Point a feed at a tab in your master sheet

Create a feed per client that writes to its own tab of one Google Sheet, mapped once.

Set a sync schedule

Choose hourly, daily or weekly; every tab refreshes on its own schedule.

Build your roll-up tab (optional)

Add a Summary tab and pull from each client tab with QUERY or IMPORTRANGE.

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. Add each client to your client list, let each connect their own bank and share their workspace with you, and in each client’s workspace point a feed at its own tab of one Google Sheet. Each tab refreshes on the schedule you choose, with no shared logins or CSV exports.

How are clients kept separate in the same spreadsheet?

Each client keeps their own workspace with its own bank connection and tokens; the tab is only where the data lands. Clients never see each other, and when one stops sharing every other tab is untouched.

Can I get a single consolidated view across all clients?

Each client syncs into its own tab. Add a Summary tab and pull from them with QUERY, FILTER or IMPORTRANGE; BankSync keeps the client tabs current and you control the roll-up.

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

No. Send your client a request: they open one email link, enter a code sent to that address (no password or account to set up), confirm they are happy to share with you, and authorize read-only access on their own bank’s consent screen (Plaid in the US and Canada, CDR in Australia, Open Banking in the UK). BankSync never stores banking credentials.

How often does the data update?

You choose per feed: hourly, daily, weekly or manual.

What data lands in each tab?

Transaction rows with date, description, merchant, category, amount, balance, account name and account type. Map the columns once and every sync writes in that shape.

Put every client's books in one sheet

Add each client, send the request, and point each client’s feed at its own tab. Your advisor workspace is free.

Create a free advisor workspace How BankSync for Advisors works