Bank Transaction Sync & Financial Automation for Google Sheets

Finally, a better way to get financial data into Google Sheets. Finta automatically syncs your bank accounts, credit cards, investments, and Stripe payments directly to your spreadsheets—no manual exports, no CSV uploads, just live financial data that updates itself.

The Financial Data Solution Google Sheets Users Deserve

Tired of downloading bank statements? Frustrated with manual transaction imports? Finta eliminates the tedious work of financial data management by automating the entire process. Connect your accounts once, and watch your spreadsheets update automatically with accurate, real-time financial information.

Why Financial Professionals Choose Finta

What Financial Data Syncs to Google Sheets?

Banking & Credit Card Transactions

• Bank Accounts: Checking, savings, and credit cards from 11,000+ institutions
• Transaction Details: Merchant names, categories, amounts, and dates
• Account Balances: Real-time balance updates across all connected accounts
• Historical Data: Import years of transaction history for comprehensive tracking

Investment Portfolio Data

• Holdings & Positions: Individual stocks, ETFs, mutual funds, and crypto
• Performance Metrics: Daily gains/losses, cost basis, and total returns
• Market Values: Real-time pricing and portfolio valuation

Stripe Payment Intelligence

• Business Items: Products and prices
• Customer Data: Subscriptions, payment history, and churn tracking
• Transaction Details: Charges, refunds, and failed payments
• Financial Reports: Gross volume, net revenue, and fee breakdowns

How Google Sheets Sync Works

Getting started takes less than 5 minutes:

Bank-Level Security, Always

Finta prioritizes your financial security at every step. We use Plaid and GoCardless—the same technology trusted by major financial apps—to securely connect to your bank accounts. We never see or store your banking credentials. For Stripe and Mercury connections, we only use read-only access tokens, ensuring we can view your data but never make changes or initiate transactions. Your financial information flows directly from your institutions to your Google Sheets through encrypted channels, giving you complete visibility while maintaining the highest security standards.

Transform Spreadsheets Into Financial Dashboards

Personal Finance Mastery

Build sophisticated budgeting and tracking systems that update automatically. Create monthly spending analyses, cash flow projections, and net worth calculations—all powered by live data. Use Google Sheets' powerful formulas with always-current account balances and transactions.

Business Financial Intelligence

Centralize your business finances with automated data flows from multiple sources. Track revenue from Stripe, monitor expenses across corporate cards, and reconcile accounts without manual entry. Build custom reports that combine payment processing data with bank account activity.

Investment Portfolio Analytics

Create professional-grade portfolio tracking spreadsheets with real-time market data. Calculate performance metrics, analyze asset allocation, and track tax lots—all updating automatically. Build custom screeners and watchlists that reflect current positions and market values.

Features That Make the Difference

• Incremental Updates: Only new transactions sync, preserving your existing data and formulas.
• Multiple Account Support: Sync unlimited accounts to different sheets or combine in one view.
• Formula Preservation: Your calculations, pivot tables, and charts remain untouched during updates.

Real Success Stories

"Finta transformed my Google Sheets workflow. What took hours of manual CSV imports now happens automatically. My financial models always have current data, and I can focus on analysis instead of data entry." — Michael C., Financial Analyst

"As a small business owner juggling multiple revenue streams, Finta is essential. I see Stripe revenue, expense transactions, and bank balances all in one spreadsheet that updates itself daily." — Lisa K., Entrepreneur

Ready to Automate Your Financial Spreadsheets?

Join the many Google Sheets users who've eliminated manual financial data entry forever. With Finta, your spreadsheets become living documents that reflect your current financial reality—automatically, accurately, and securely.

Start your free trial today. Connect your accounts in minutes and watch your spreadsheets come alive with real-time financial data.