Product
Financial Assistant runs alongside Google Sheets™
Google Sheets™ stays the system of record. Financial Assistant adds bank sync, automation, and assistants that guide workflows based on real data.
Architecture (at a glance)
Bank sync
Accounts + data refresh
→
Google Sheets™
System of record
→
Templates + workflows
Transparent + editable
→
Assistants
Guidance + orchestration
Google Sheets™ add-on • US only
1) Google Sheets™ is the system of record
Partners build in Sheets because it stays transparent, editable, and owned by the user.
- ✓Data lives in the user’s Sheet
- ✓Templates remain transparent and editable
- ✓Partners can build any niche workflow on top
2) Bank data flows into Sheets
Connected accounts keep the spreadsheet updated over time — enabling formulas, workflows, and alerts without manual imports.
What gets synced
- ✓Transactions history (up to 12 months)
- ✓Current balances
- ✓Ongoing refresh into the Sheet
What this unlocks
- ✓Templates that update automatically
- ✓Assistants grounded in real sheet data
- ✓Workflows that can react to changes over time
3) Templates become systems
With connected data, templates can act like ongoing tools — not one-time downloads.
- ✓Automated onboarding and setup steps
- ✓Recurring check-ins (weekly, monthly, quarterly)
- ✓Goal tracking, alerts, and progress reporting inside the Sheet
4) Assistants sit on top
Assistants read from the Sheet and guide users through a partner-defined workflow based on real data.
Grounded answers
Guidance is based on sheet data, not generic responses.
Workflow guidance
Prompts and steps that move users forward.
Partner-defined
Name, tone, and method can match the partner’s approach.