Integration guides

Connect your bank data to Google Sheets, Excel, Postgres, Claude, or anywhere else you need it.

Google Sheets

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

Excel

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

Postgres & SQLiteMax

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

ClaudeMax

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

CLI automationMax

Schedule sheetlink sync with cron or CI, using an API key.

Recipes

Add ready-made analysis to Google Sheets: budgets, recurring charges, cash flow and more.

Popular integrations

All integration guides


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