Turn finance templates into a subscription.
Add Plaid bank sync + your branded AI coach—so customers get ongoing guidance, not just another file.
Platform
Everything you need to ship a smarter sheet
Bank → Sheet (Plaid)
Automate your customers’ financial life with daily transaction and balance updates — directly in Google Sheets.
Templates + workflows
Backend sheets act like a Plaid data layer—use formulas to pull data into any template, launch guided workflows, and co-create new workflows for your audience.
AI-connected sheets
Your branded AI coach (avatar + voice) chats in the Sheets sidebar, answers from sheet data, and guides customers to improve.
How it works
Creator → customer flow
1) You publish a template
Share a single template link with your audience.
2) They copy your template
Install the ProsperBot add-on, and your coach appears in the sidebar.
3) They connect accounts
Plaid sync populates the sheet automatically.
4) They complete the plan
Your 5-step workflow produces a monthly plan + weekly updates.
Partner program
Launch with us
We’re looking for the right creators to integrate your existing products and services into your branded money management system for Google Sheets.