Sync Banking to Google Sheets
Automatically sync your Banking data into Google Sheets with Flatly's no-code, triggerless, turnkey integration service.
Source: Banking
Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.
Auth: Plaid (OAuth)
Available datasets
- 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
Destination: Google Sheets
Multiple Sheet Tabs in the same Sheet are supported. Google Sheets is an alias for Google Drive which supports multiple formats.
Auth: OAuth
Supported file formats
- Google Sheets (Parsed)
- Google Sheets (Raw)
- XLSX (Parsed)
- XLSX (Raw)
- CSV (Parsed)
- CSV (Raw)
- NDJSON
- Markdown (Table)
- Markdown (Key-Value)
How it works
- 1
Connect Banking
Authenticate Banking (Plaid (OAuth)) and Google Sheets (OAuth) in the Flatly dashboard. You only have to do this once.
- 2
Choose your datasets
Pick which Banking datasets to sync and set your sync frequency. The frequencies available to you depend on your Flatly plan.
- 3
Data lands in Google Sheets
Flatly uploads your Banking data to Google Sheets automatically and refreshes it based on your sync frequency.
Google Sheets
Your data, live in Google Sheets
Flatly refreshes multiple sheets in your Google Drive using isolated folder permissions while still allowing custom naming, moving and sharing.
- Multiple Sheet Tabs Supported.
- Each synced data set gets its own named tab inside a single Google Sheet, so everything stays organized and easy to reference from formulas or Looker Studio.
- Minimal Drive permissions.
- Flatly only has access to its own App Folder — it cannot read or modify anything else in your Google Drive. It also requests your account email to track which Drive is connected to each job.
- Looker Studio ready.
- Google Looker Studio reads Google Sheets files directly from Google Drive, making it easy to build dashboards on top of your synced data without any additional connectors.
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:
“The interface is unbelievable. Flatly is so easy to use. After years of struggling with Zapier this is life changing.”
Full data refresh
Maintain up-to-date flat files when any nested or bundled data changes in your source app.
Connection Management
Manage multiple tenants, with connection health monitoring.
Bulk Job Management
Control multiple jobs at the same time, with live progress monitoring.
Merged datasets
Export left-joined combo objects like deals+products.
Write options
Refresh one flat file or create a stack of timestamped versions.
Filterability
Include only the columns or views essential for your reporting.
Notifications
Get alerts about your syncs via email, webhooks or Slack notifications.
Logging
Access up to one thousand log entries for your sync operations.
Custom Field Enrichment
Get useful values in your data instead of identifiers or definitions.
Metadata Attachment
See file statistics alongside your flat files to keep track of their origins.
Dark UI Mode
Reduce eye strain and save energy by using our built in dark mode.
Programmatic Jobs
Queue jobs by making API calls or agent requests.
Time Stamp Enrichment
Get human-readable dates and times from UNIX timestamps.
High frequency
10-minute refresh cycles mean your data store is near real-time.
High capacity
Reliably flatten billions of cells to CSV files without hiccups.
Advanced Security
Two-factor authentication and Destination Lock controls.
Stripe-powered Billing
Reliable payments provider with automatic, familiar invoicing and 1% of Sales to Stripe Climate.
Mobile access
Manage your sync operations from your phone if you are traveling.
Connect Banking to Google Sheets
Get started today with a 14-day free trial. No credit card required. Both human and AI support are available.