Share With Accountant

Give your accountant a live Google Sheet of your bank transactions.

Stop spending a weekend cleaning up spreadsheets before every accountant meeting. Finsemble syncs your bank accounts into a structured Google Sheet — categorised, always current, ready to share in seconds.

Current process

Export CSVs, reformat columns, clean data
Accountant charges hourly for cleanup time
Prepared data is already a week old

Finsemble

Always-current Google Sheet, share instantly
Accountant sees clean categorised data immediately
Share a link, not a file — always live

Your spreadsheet lives in your Google Drive, where you control it.

Free during beta. No credit card required.

Accountant meetings are expensive. Preparation time is the most expensive part.

✗ Your accountant charges by the hour. The hours they spend sorting your transactions, fixing categories, and cleaning your data are billed at their rate — not yours.
✗ Every time you prepare financials for an accountant meeting, you spend a weekend doing work your bank already did. The data exists — it is just not organised.
✗ A CSV export is already stale the moment it is made. Your accountant is always working from incomplete information.

A live, always-current financial view your accountant can access anytime.

Finsemble syncs your bank accounts daily into a structured Google Sheet with categorised transactions, budget tracking, and financial summaries. Share the link with your accountant — they see everything, live, no prep required.

Finsemble Transactions tab — clean categorised data ready to share with accountant

Finsemble Categories tab showing spending breakdown by IRS-friendly categories

Finsemble Dashboard showing financial overview for accountant review

If your accountant charges $150/hour and spends 2 hours cleaning up your transaction data before each meeting, that is $300 per meeting. A clean, always-current Google Sheet changes that to 0 hours.

How Finsemble works

Connect your business or personal accounts

Link your bank accounts and credit cards via Plaid. All transactions from all accounts appear in one categorised sheet.

Share the Google Sheet with your accountant

Your Finsemble sheet is a standard Google Sheet. Share it from Google Drive — your accountant gets view access and sees live, categorised transaction data without a Finsemble account.

Your accountant always has current data

Daily auto-sync means your sheet is always current. No more preparing exports before meetings. Your accountant can look at your data any time and it reflects yesterday's transactions.

Everything in your sheet, out of the box.

📊Dashboard

💳Transactions

🔄Recurring Payments

📈Budget

🏷️Categories

💼Holdings

🏦Loans

💰Savings

📉Balance History

🔔Alerts

📋Net Worth

Your data stays yours.

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Read-only access

Finsemble can never move money or modify your accounts. Read-only transaction data only.

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The same bank connection layer used by Venmo, Coinbase, and 8,000+ financial apps.

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Your Drive, your data

Your sheet lives in your Google Drive permanently. Cancel anytime and every row stays yours forever.

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No credentials stored

Your bank login credentials are never stored by Finsemble. Plaid handles authentication only.

Your accountant charges you for the time they spend cleaning your data.

A year of categorised, structured transactions in a clean Google Sheet can save hours of accountant time billed at their rate. Connect your accounts and make every meeting the efficient version.

11-day full Pro trial No credit card required Your sheet stays in your Drive forever

Frequently asked questions

Does my accountant need a Finsemble account to view the sheet?

No. Your Finsemble sheet is a standard Google Sheet. Share it via Google Drive and your accountant can view it with any Google account. No Finsemble account, no login, no setup.

Can my accountant edit the sheet?

You control sharing permissions. Give view-only access for read-only review, or editor access if you want your accountant to add notes or annotations. The choice is yours.

What categories does Finsemble use?

Finsemble uses 17 transaction categories aligned with common tax and accounting categories — Income, Housing, Transportation, Food, Utilities, Healthcare, Business Expenses, and more. You can rename or recategorise any transaction.

How often does the sheet update?

Lite and Starter plans sync once per day automatically. Pro syncs up to 3 times per day. You can also trigger a manual sync any time from the Finsemble app.

What does Finsemble cost?

Plans start at $4/month. All paid plans include an 11-day full Pro trial — no credit card required to start.

Give your accountant the data they need — without the weekend of prep.

Connect your accounts and share a live Google Sheet with your accountant. Always current, always categorised, always ready.

Free during beta. No credit card required. See pricing →