Finsemble is a financial automation tool made by Calis Group LLC. It connects your bank accounts and payment processors to a structured Google Sheet you own in Google Drive, via Plaid. Transactions are categorized and updated daily, with no manual entry or CSV exports required.
Your spreadsheet lives in your Google Drive, where you control it. Finsemble handles the connection, the daily sync, and the structure. You keep the data.
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Finsemble is built for people who want their finances organized in a tool they already understand: a spreadsheet. Specifically:
Finsemble uses Plaid to connect to over 12,000 financial institutions in the US and Canada. Your bank credentials go directly to Plaid and are never stored by Finsemble. You get read-only access for transaction and balance data.
Finsemble creates a structured Google Sheet in your own Google Drive. Transactions, balances, recurring payments, and budget data all populate automatically. The sheet is yours: you can edit it, share it, or build on top of it.
Paid plans include daily auto-sync. New transactions and balance changes appear without any action on your part. You can also trigger a manual sync at any time from the Finsemble app.
Most financial tools keep your data locked in their own dashboard. Finsemble puts your data in a Google Sheet you own, in your own Google Drive. That means:
There is a separate software product called "Finsemble" made by Cosaic, now part of interop.io. That product is a desktop application-integration and interoperability platform for financial services firms. It is unrelated to this Finsemble in every respect: different company, different technology, different use case, different market.
This Finsemble is a product of Calis Group LLC, focused on personal and small business financial data in Google Sheets. If you arrived here looking for the interop.io desktop platform, their website is interop.io.
Explore how Finsemble works for specific use cases:
Connect your bank accounts via Plaid, and Finsemble builds your Google Sheet in minutes. Your data stays in your Drive.
Plans from $4 · Free tier available · No credit card required · See pricing →