Integration Guides

Connect any bank via Plaid and sync transactions directly to Google Sheets with the Chrome extension.

• Sync Bank to Google Sheets
• Google Sheets Bookkeeping
• Google Sheets Budgeting
• Plaid to Google Sheets

Install the SheetLink add-in from Microsoft AppSource and sync bank transactions into Excel workbooks.

• Bank to Excel Overview
• Install from AppSource
• Excel Budgeting Tool

Use the SheetLink CLI to sync transactions directly into a Postgres or SQLite database.

• Sync to Postgres
• Sync to SQLite
• CLI Installation
• Bank Transactions to Postgres

Connect SheetLink to Claude Desktop via MCP and ask natural language questions about your spending.

• Claude Product Overview
• Configure Claude Desktop
• Available MCP Tools

Automate bank syncs from the command line, pipe to JSON/CSV, and schedule with cron.

• CLI Overview
• Output Formats
• Cron & Automation
• Bank Transactions API

Extend Google Sheets with community-built Apps Script automation — budgets, categorization, and more.

• Recipe Marketplace
• What are Recipes?
• Installing a Recipe