Your bank data,
in Excel.
Connect any bank via Plaid and sync transactions straight into your Excel workbook. Works in Excel for Mac, Windows, and Excel Online.
Add to ExcelRequires Pro or MAX · Available on AppSource
How it works
From zero to synced in under five minutes.
Get SheetLink Pro or MAX
The Excel add-in is included in Pro and MAX plans. Start from $4.99/month.
Install from AppSource
Open Excel → Insert → Add-ins → search ‘SheetLink’. One click, no download.
Sign in & connect your bank
Sign in with Google through the task pane. Connect your bank via Plaid — bank-grade encryption, read-only access.
Sync transactions
Click Sync Now in the SheetLink task pane. Transactions land in your workbook instantly — date, merchant, amount, category, account.
Everything you need, nothing you don't
SheetLink is built for people who live in spreadsheets.
Works where Excel does
Mac, Windows, Excel Online. The same task pane experience everywhere Microsoft Office runs.
Deduplication built in
Sync as often as you want. SheetLink tracks transaction IDs — no duplicates, ever.
10,000+ banks
Chase, Bank of America, Wells Fargo, credit unions, investment accounts. If Plaid connects it, SheetLink syncs it.
Two years of history
Pro and MAX unlock Plaid’s full transaction history — up to 2 years of data backfilled on first sync.
Your data, your workbook
SheetLink never stores your transactions. Data flows from Plaid to your Excel file and nowhere else.
Built on AppSource
Verified and distributed through Microsoft’s official add-in marketplace. No side-loading, no IT headaches.
Why Excel users love SheetLink
Stop exporting CSVs. Start syncing.
The old way
- Export CSV from your bank every month
- Manually import into Excel
- Delete duplicates by hand
- Repeat for every account
With SheetLink
- Connect once, sync anytime
- All accounts in one click
- Deduplication is automatic
- Works in the Excel task pane
Simple pricing
The Excel add-in is included in Pro and MAX. No separate purchase needed.
Pro
Everything you need
- 2 years transaction history
- Unlimited banks
- Excel add-in
- Google Sheets
MAX
Pro + CLI + API
- Everything in Pro
- CLI automation
- Postgres & SQLite export
- API keys
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Bank transactions in Excel, finally.
Install the SheetLink add-in from Microsoft AppSource in under a minute.