Choose your tool
SheetLink is better if you…
- Want to try it free: one bank and your last 7 days, no trial clock
- Work in Excel on your own computer, not only in OneDrive or SharePoint
- Want every bank you connect on the entry paid plan ($4.99 a month)
- Prefer nothing running in the background: data moves when you press Sync now
- Want transactions to pass through without being stored
BankSync is better if you…
- Send bank data to Notion, Airtable, a database or webhooks, not just a spreadsheet
- Bank in the UK, Australia or elsewhere outside the US and Canada
- Want scheduled syncs, up to hourly on its higher plans
- Need receipt and statement extraction, client portals or team seats
Feature comparison
| Feature | SheetLink | BankSync |
|---|---|---|
| Free plan | 1 bank, your last 7 days | No bank connections on free; 14-day trial on paid plans |
| Entry paid plan | Pro: $4.99/mo or $39.99/yr, every bank you connect | Starter: $5/mo or $48/yr, 1 bank, weekly syncs |
| Next plan up | Max: $10.99/mo or $99/yr, adds investments, CLI automation and Claude | Standard: $7/mo or $72/yr, 5 banks, daily syncs |
| Google Sheets | Chrome extension | Web app and Sheets add-on |
| Microsoft Excel | Add-in inside Excel (Windows, Mac, web) | Writes from the cloud to workbooks in OneDrive or SharePoint; no add-in |
| Other destinations | Max: CLI to JSON, CSV, Postgres and SQLite | Notion, Airtable, YNAB, Postgres, MySQL, MongoDB, webhooks and more |
| How syncing works | When you press Sync now | On a schedule (weekly, daily or hourly by plan), or manually |
| Banks | Plaid: 10,000+ in the US and Canada | Plaid in the US and Canada, plus other providers for the UK, Australia and more |
| History | Up to 2 years (Pro and Max) | Up to about 2 years, depending on the bank |
| Your transactions | Pass through to your sheet; not stored | Processed in transit by default; stored for features you turn on, like BankSync Tables |
| AI assistants | Claude through the SheetLink MCP server (Max) | MCP server and API (Standard and up) |
Prices and plans as published by each company on October 7, 2026.
When to choose SheetLink over BankSync
You want to start free
BankSync has no free plan for bank connections. SheetLink’s Free plan connects one bank and syncs your last 7 days of transactions into Google Sheets, so you can check it works with your bank before paying anything.
You work in Excel on your own computer
BankSync updates Excel from the cloud, so your workbook has to live in OneDrive or SharePoint. SheetLink’s add-in runs inside Excel itself, on Windows, Mac or the web, and writes into whichever workbook you have open.
You want every bank on the cheapest plan
BankSync’s $5 Starter plan covers one bank with weekly syncs; daily syncs and five banks start at $7 a month. SheetLink Pro is $4.99 a month or $39.99 a year for every bank you connect, with up to 2 years of history.
You’d rather nothing ran in the background
SheetLink only fetches your transactions when you press Sync now, and they pass through to your sheet without being stored. BankSync is built around scheduled jobs; you can set a feed to manual, but scheduling is the default way it works.
When BankSync might be the right fit
Your data needs to go beyond a spreadsheet
If you want transactions in Notion, Airtable, a Postgres or MySQL database, or a budgeting app, BankSync covers far more destinations than SheetLink, which focuses on Google Sheets and Excel (plus files and databases through the CLI on Max).
You bank outside North America
SheetLink connects through Plaid in the US and Canada. BankSync adds providers for the UK, Australia and other regions.
You want it hands-off
If you want your sheet to refresh daily or hourly without opening anything, BankSync’s scheduled syncs do that. With SheetLink you press Sync now when you want fresh data.
Why on-demand sync?
SheetLink never reaches into your bank on a schedule you didn’t set. Most people review their finances weekly or monthly, and pressing Sync now before that review gives the same result as a nightly job, with no background access in between.
Questions
What is the main difference between SheetLink and BankSync?
BankSync is a broad sync platform: it sends bank data on a schedule to Google Sheets, Notion, Airtable, databases, webhooks and more, with banks in the US, Canada, the UK, Australia and beyond. SheetLink does one job: it puts your bank transactions in Google Sheets or Excel when you press Sync now, with a free tier and an add-in that runs inside Excel.
Does BankSync have a free plan?
Not for bank connections. BankSync’s paid plans start with a 14-day trial; its free tier covers document extraction and SimpleFIN only, with no bank connections. SheetLink’s Free plan connects one bank and syncs your last 7 days of transactions into Google Sheets.
Does BankSync work with Excel?
BankSync writes into Excel workbooks from the cloud, so the workbook has to live in OneDrive or SharePoint; it has no add-in inside Excel. SheetLink’s Excel add-in runs inside Excel for Windows, Mac and the web, in any workbook you open. It comes with Pro and Max.
Which is cheaper, SheetLink or BankSync?
BankSync Starter is $5 a month or $48 a year for one bank with weekly syncs. Its Standard plan, with five banks and daily syncs, is $7 a month or $72 a year. SheetLink Pro is $4.99 a month or $39.99 a year for every bank you connect, synced whenever you press Sync now. Prices checked October 7, 2026.
Why does SheetLink sync only when I press the button?
It’s a deliberate privacy choice. Nothing reaches into your bank in the background: your data moves when you press Sync now, in the Chrome extension or the Excel add-in. The trade-off is that your sheet doesn’t update on its own. Max adds CLI automation if you want scheduled syncs to files or a database.