Sync Banking Data
to Flat Files
& Spreadsheets
Automatically sync your Banking data to cloud storage and spreadsheets with Flatly's no-code, triggerless, turnkey integration service.
About the integration: Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid. Flatly integrates with Banking's official APIs.
Available Datasets
Flatly can sync the following datasets from Banking.
- Balances
- Balances-Recent
- Transactions-AllAvailable
- Transactions-Last X days Date-ranged
- Transactions-AllAvailable+Accounts Combo
- Transactions-Last X days+Accounts Combo Date-ranged
- InvestmentTransactions-All
- InvestmentTransactions-Last X days Date-ranged
- InvestmentTransactions-All+Accounts Combo
- InvestmentTransactions-Last X days+Accounts Combo Date-ranged
- InvestmentHoldings
- Liabilities-Credit
- Liabilities-Mortgage
- Liabilities-Student
Send Banking data to
Flatly can sync Banking data to any of these destinations.
- Airtable Airtable
- Amazon S3 XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Azure Storage XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Box XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- CSV
- ChatGPT Apps
- Cloud Storage
- Dropbox XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Excel
- Excel Online XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- FTP XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Google BigQuery NDJSON
- Google Cloud Storage XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Google Drive Google Sheets (Parsed) Google Sheets (Raw) XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Google Looker Studio
- Google Sheets Google Sheets (Parsed) Google Sheets (Raw) XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Looker NDJSON
- Markdown
- Microsoft Power BI
- OneDrive XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- OneDrive for Business XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- SFTP XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- SharePoint XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Smartsheet Smartsheet
- Zoho Sheet Zoho Sheet
Note: Some destinations are aliased, for intents and purposes they are functionally equivalent.
FAQ: Banking
What is the difference between "banking" and "Plaid"?
Plaid is a trusted proxy for banking integrations. Flatly uses "Plaid" and "Banking" synonymously because, importantly, many users are unfamiliar with Plaid and simply want to find a data integration solution that works with their bank. In the data sync context Banking, Finance and Investments are all aliases for Plaid.
More information: