Financial Assistant
A Google Sheets™ add-on for building automated financial systems.
Financial Assistant turns spreadsheets into living financial systems—connected to real bank data, AI assistants, and financial professionals. It’s infrastructure built to be customized by partners.
What it does
Turns spreadsheets into living financial systems
Connects banks to Sheets
Securely sync bank accounts into Google Sheets™ so spreadsheets stay updated automatically—without manual imports or copy-paste.
Turns templates into systems
Use connected data to build automated templates, workflows, and ongoing financial tools instead of static downloads.
Integrates AI assistants
Plug in partner chatbots or custom GPTs that read from the Sheet and guide decisions based on real financial data.
Connects users to professionals
Route users to human help when needed—by scheduling appointments with financial professionals directly from the system.
How it’s used
A platform — not a one-size-fits-all app
Financial Assistant is not a budgeting app. It’s a platform used by partners to deploy flexible, spreadsheet-based systems that adapt to the workflow—not the other way around.
- ✓Financial creators building automated templates
- ✓Professionals offering ongoing guidance
- ✓Partners deploying AI-powered financial assistants
- ✓Users managing their finances inside Google Sheets™
Built on Google Sheets™
Google Sheets™ stays the system of record
Data lives in the user’s Sheet. Templates stay transparent. Automation and guidance sit on top.
Data lives in the user’s Sheet
No locked dashboards. The spreadsheet remains the source of truth.
Templates stay editable
Partners can customize formulas, structure, and workflows—without black boxes.
Automation runs alongside it
Bank sync, assistants, and workflows make the system “alive” over time.
Who it’s for
Built for partners — and the users they serve
Partners
Creators, professionals, and platforms building financial tools, assistants, or services inside Google Sheets™.
Users
Individuals who want flexible, spreadsheet-based financial systems instead of rigid apps.
Partners
Partner with Financial Assistant
If you’re building financial templates, assistants, or services, Financial Assistant provides the system layer that keeps them alive over time.