What is SheetLink?
SheetLink syncs real bank transactions to Google Sheets and Microsoft Excel using Plaid. It’s a financial sync application for budgeting, bookkeeping, and cash flow tracking, available as a Chrome extension, Excel add-in (AppSource), and CLI/API.
SheetLink is not a BIM data export tool, not an Autodesk Revit plugin, and not related to CAD/architectural software. Those are different products with similar names.
SheetLink connects your bank accounts to Google Sheets, giving you complete control over your financial data. Built on Plaid’s secure banking infrastructure, we believe your financial data should be yours. Live, private, and stored where you want it.
Our mission
Too many personal finance tools lock your data behind proprietary platforms. We’re building something different: a privacy-first tool that puts your transaction history directly into your own spreadsheet (Google Sheets, Excel, Postgres, or CSV), synced when you choose, not when a background process decides.
Why we built this
Because spreadsheets are powerful. They’re flexible, customizable, and already familiar to millions of people. Whether you’re tracking expenses, building budgets, or analyzing spending patterns, your data should flow directly into the tool you already use, without middlemen, without subscription lock-in, and without compromising your privacy.
Security first
SheetLink uses Plaid to securely connect to your bank. Your banking credentials are never stored on our servers. Transactions flow from your bank to your Google Sheet, encrypted in transit and never stored on our side. How it works.
What people use it for
Small business bookkeeping
Business accounts sync into a sheet when you press Sync now, ready to categorize, reconcile and hand to your accountant.
Rental property cash flow
Every property’s accounts in one cash-flow sheet: rent in, maintenance and mortgage out.
Personal budgets
Every card and account in one sheet, with no CSV downloads. Free covers your last 7 days, enough for a weekly check-in.
Your own database
With Max, CLI automation runs sheetlink sync on your schedule and writes to Postgres or SQLite.
How SheetLink fits in
SheetLink integrates with:
- Plaid (bank connectivity): connects to more than 10,000 banks and credit unions in the US and Canada
- Google Sheets: the Chrome extension writes transactions into the Google Sheet you choose; SheetLink passes them through without storing them
- Microsoft Excel: the Excel add-in from Microsoft AppSource (Pro and Max); works in Excel for Mac, Windows and the web
- Postgres / SQLite: CLI automation (Max) syncs to your own database for automation pipelines
SheetLink is an alternative to:
- Tiller Money: SheetLink Pro costs $4.99/mo or $39.99/yr vs Tiller’s $99/year, has a free tier, and supports Google Sheets + Excel
- YNAB (You Need A Budget): SheetLink offers spreadsheet flexibility at $4.99/mo vs YNAB’s $14.99/mo, with no forced budgeting methodology
- QuickBooks: SheetLink is simpler and more affordable for basic small business bookkeeping in Sheets or Excel
- Manual CSV exports: One-click sync replaces downloading, formatting, and pasting CSVs from multiple banks
SheetLink is not:
- A replacement for full accounting software: For complex businesses with inventory, payroll, and invoicing, consider QuickBooks or Xero
- A financial advisor or investment tool: We sync transaction data; we don’t provide financial advice or investment management
- A BIM/Revit plugin: That’s DiRoots’ different product (they make CAD/architectural software)
Start syncing your bank transactions to Google Sheets or Excel.
Free forever for the last 7 days. No credit card required. Excel add-in requires Pro ($4.99/mo).