Sync Transactions to Google Sheets, Notion, Airtable & Excel
Connect 11k+ banks once. Transactions, balances, trades, holdings and loans land in your spreadsheet automatically.
Connect a bank, pick a destination, and let it sync.
Set it up once. Then forget about it.


map your columns once
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Pick your accounts and data
Transactions, balances, trades, holdings or loans — per account.
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Schedule it and walk away
Runs on its own, with every sync and retry on the record.
HourlyDailyWeekly
Five kinds of bank data, one feed.
Transactions
Dates, amounts, merchants.
Balances
Balance history over time.
Holdings
Positions and allocation.
Trades
Buys and sells, per account.
Loans
Cards, mortgages, student loans.


every run, on the record
Everything a feed needs, already built in.
Transactions & balances
Transactions, balances, trades, holdings and loans, on a schedule.
11k+ bank coverage
US, Canada, Australia, the UK and Europe over open banking.
Field mapping
Map every field onto the schema your sheet already uses.
Scheduling & automation
Hourly, daily or weekly jobs — or sync on demand.
Destinations you use
Notion, Airtable, Google Sheets and Excel, schema-aware.
Observability
Processed counts, errors and retries in every run history.
Your numbers, in the tool you already use.
Personal finance dashboards in Notion
Spending, budgets and net worth in the workspace you live in.
Small business bookkeeping in Airtable
Every account in one base, ready for reconciliation.
Investment tracking spreadsheets
Trades and holdings alongside cash, in one sheet.
Net worth & balance history tracking
Balances captured over time, never a manual snapshot again.


hourly, daily or weekly
Bank feeds are the start. Not the whole story.
Brokerage & investment accounts
Sync trades, holdings and balances from Robinhood, Fidelity, Schwab and more into Google Sheets, Notion, Airtable or Excel.
Sync investments →Receipts, invoices & statements
Pair bank feeds with the Document Extractor so expenses and their receipts land in one system.
Extract documents →Start syncing your bank data today
Set up your first Bank Feed in minutes with guided mapping and scheduling.