Finance to Cloud Storage

Automatically Export & Sync Finance Data to Cloud Storage

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Cloud Storage
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Transactions-Last X days
Date Rangable
InvestmentTransactions-Last X days
Date Rangable
Pre-blended combo set Stock Prices [ Premium Data Set | Plaid + Marketstack | Flatly Exclusive ]

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Finance.

If you only need to export your data one time, check the website of Finance to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Finance.
Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Cloud Storage platforms like Google Cloud Storage, Azure Storage or Amazon S3.

File Formats

Integration Flow


Step 1

Select Finance from the Data Source dropdown and Cloud Storage from the Data Destination dropdown.

Step 2

Authorize Finance with your credentials using the Plaid (OAuth) flow.

Step 3

Authorize Cloud Storage with your credentials using the Basic, OAuth or Service Account Authentication flow.

Step 4

Select your Data Set from the 11 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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