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Automate Multi-Bank P&L in Google Sheets

Streamline your business's financial reporting by consolidating transactions from multiple bank accounts into Google Sheets. Automatically categorize and generate comprehensive P&L reports, keeping your business aligned and financially organized.

When New Transactions Fetched
Solution
1. Connect and Trigger Data Fetch

Connect to bank accounts and fetch transactions.

Perform Data Normalization
Solution
2. Normalize Transactions

Standardize transaction fields for consistent data.

Perform Transaction Categorization
Solution
3. AI-Based Categorization

Automatically categorize transactions with AI.

Append to Google Sheets
Solution
4. Log Transactions

Record transactions in structured sheets.

Generate P&L Report
Solution
5. Create P&L Reports

Compile P&L summaries with formulas and charts.

Send P&L Summary Notification
Solution
6. Notify on Financial Summary

Distribute P&L insights via email or Slack.

- Repeat -

Automation Benefits

Advantages of Automation

Harness the full benefits of automated P&L reporting to streamline your financial workflow.

Increased Efficiency

Streamline financial reporting processes to save time and reduce errors.

Real-Time Insights

Gain instant financial insights with automated data updates and reporting.

Enhanced Accuracy

Reduce human error with automated transaction fetching and categorization.

Secure Financial Data

Utilize secure OAuth connections to keep your financial data safe and confidential.

Improved Financial Strategies

Use detailed P&L reports for informed business decision-making.

Customizable Reporting

Tailor reports to meet your specific business needs and financial goals.

Features

Key Features

Unveil the power of fully automated financial reporting with precision and efficiency.

  • 1
    Seamless Bank Integration

    Connect effortlessly to multiple bank accounts for comprehensive transaction data.

  • 2
    Automated Categorization

    Leverage AI to intelligently categorize transactions for accurate financial analysis.

  • 3
    Dynamic Reporting

    Create visually compelling P&L reports with dynamic summaries and charts.

Feature

Outcomes

Achievable Outcomes

Transform your financial management with efficient, automated reporting that saves time and increases accuracy.

80%
Time Saved on Reporting
95%
Increased Data Accuracy
3x
Higher Financial Visibility

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FAQ

FAQs on Automation

Get answers to common questions about automating multi-bank P&L reporting.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required