About SheetLink
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.
Note: 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, trusted by thousands of financial apps, to securely connect to your bank. Your banking credentials are never stored on our servers. All data flows directly from your bank to your Google Sheet, encrypted end-to-end.
Who Uses SheetLink?
Small Business Bookkeeping
Sarah runs a graphic design consultancy. She used to manually copy transactions from her bank into Excel every week.
Before SheetLink:
- 2 hours/week manual data entry
- Frequent errors and missed transactions
- Quarterly scramble to reconcile for taxes
After SheetLink:
- Transactions auto-sync to categorized P&L sheet
- Real-time view of cash flow
- Tax prep takes 30 minutes instead of 2 days
Result: Sarah saved 8 hours/month and caught $1,200 in duplicate charges she would have missed.
Rental Property Cash Flow
James owns 3 rental properties. He tracks rent, maintenance, and mortgage payments in Google Sheets.
Challenge:
Manually reconciling bank statements with tenant payments
Solution:
SheetLink syncs all property-related accounts to a master cash flow sheet. Recipes auto-categorize rent deposits vs expenses.
Result: Complete portfolio cash flow visibility. Identified one property with negative cash flow and adjusted rent accordingly.
Personal Budget Tracking
Maria wanted to track spending across multiple credit cards without paying for YNAB or Mint.
Before SheetLink:
Downloaded monthly CSV files from each bank, manually combined them, and updated budget spreadsheet
After SheetLink:
All cards sync to one sheet automatically. Free tier covers 7 days, perfect for weekly budget check-ins.
Result: Maria stays on budget with zero manual work and $0/month cost (uses free tier).
How SheetLink Fits In
SheetLink integrates with:
- Plaid (bank connectivity) — The same infrastructure used by Venmo, Robinhood, and Coinbase to securely connect to 10,000+ US banks
- Google Sheets — Chrome extension writes transactions directly to your Google account; data never touches our servers
- Microsoft Excel — Excel add-in available on AppSource (Pro and MAX tiers); works on Excel desktop and Excel Online
- Postgres / SQLite / CSV / JSON — MAX tier CLI syncs to your own database or file output for automation pipelines
SheetLink is an alternative to:
- Tiller Money — SheetLink costs $4.99/mo vs Tiller's $6.58/mo ($79/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).