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Your No-code and AI Automation PartnerAutomate 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
1. Connect and Trigger Data Fetch
Connect to bank accounts and fetch transactions.
Perform Data Normalization
2. Normalize Transactions
Standardize transaction fields for consistent data.
Perform Transaction Categorization
3. AI-Based Categorization
Automatically categorize transactions with AI.
Append to Google Sheets
4. Log Transactions
Record transactions in structured sheets.
Generate P&L Report
5. Create P&L Reports
Compile P&L summaries with formulas and charts.
Send P&L Summary Notification
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.
- 1Seamless Bank Integration
Connect effortlessly to multiple bank accounts for comprehensive transaction data.
- 2Automated Categorization
Leverage AI to intelligently categorize transactions for accurate financial analysis.
- 3Dynamic Reporting
Create visually compelling P&L reports with dynamic summaries and charts.
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.
Pricing Plans
Our pricing plans
Choose a plan that's 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 required
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
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.