Structured client data. In Google Sheets. Updated automatically.
Your client connects their accounts once. A structured Google Sheet lands in their Drive and syncs daily. You get shared access to clean, current data in a format you already work in.
Finsemble connects your clients' bank accounts directly to a Google Sheet in their Drive. You get shared access to structured, current transaction data, without chasing exports, cleaning files, or waiting for someone to remember to send something.
Takes about 2 minutes for clients to set up · Read-only bank access · Client data stays in their Google Drive
For most clients, Finsemble removes 30 to 60 minutes of cleanup and reconciliation each month. Across 10 clients, that is a full workday recovered, spent on analysis and advice rather than data preparation.
When you recommend Finsemble to a client, they connect their accounts once. You get shared access to a clean, structured Google Sheet that updates automatically every day.
No more CSV requests. No more "can you resend that with the right date range." No more cleaning raw bank exports before you can work with them.
The sheet lives in the client's Google Drive. They own it. You have the access level they grant you, view, comment, or edit, the same way you share any Google file. If the client ever leaves Finsemble, their data stays in their Drive permanently.
For accounting firms recommending Finsemble to clients: contact us at finsemble@calisgroup.com to discuss firm pricing.
Your client connects their accounts once. A structured Google Sheet lands in their Drive and syncs daily. You get shared access to clean, current data in a format you already work in.
The client connects their bank accounts, credit cards, and investment accounts via Plaid. Takes about 2 minutes. You do not need to be involved in this step.
A structured Google Sheet is created automatically with transactions, recurring payments, budget, P&L, balance history, and more, all pre-built and labeled.
The client shares the Google Sheet using standard Google Drive sharing. You get a link. No Finsemble account required on your end to view the data. Connections occasionally need to be refreshed depending on the client's bank. When that happens, the client sees a reconnect prompt and data resumes automatically. No data is lost and you do not need to be involved.
Finsemble syncs new transactions automatically every day. The sheet you access always has current data. No monthly export requests, no catch-up sessions.
When you open a client's shared sheet for the first time:
Finsemble reads transactions and balances. We never initiate transactions or move money.
The same bank connection layer used by Venmo, Coinbase, and thousands of other financial apps. 12,000+ institutions in the US and Canada.
The sheet is created in the client's own Google Drive. Not our servers. Even if the client cancels Finsemble, their sheet and data remain theirs permanently.
We never see or store bank usernames or passwords. Plaid handles authentication using bank-grade security.
Recommend Finsemble to your clients and get shared access to clean, current financial sheets.
Takes about 2 minutes for clients to set up · Read-only bank access · Client data stays in their Google Drive