What is Fintable.io?

Fintable.io keeps your bank data flowing straight into the spreadsheets you already use—Google Sheets and Airtable—so balances and transactions show up automatically without copy-paste or CSV imports. It’s simple, fast, and built for people who feel most at home in a spreadsheet. (fintable.io)

How it works in plain English

• Connect your accounts once, then Fintable pulls in balances and transactions on a schedule—daily by default and hourly or realtime when the bank connection supports it. You choose the cadence that fits your workflow. (fintable.io)

• Map data to your own sheets (not just a fixed template) and keep formulas, dashboards, and custom fields exactly how you like them. (fintable.io)

• Under the hood, Fintable connects through trusted data providers like Plaid, Finicity (Mastercard), Nordigen (GoCardless), and Akoya to cover different regions and use cases. (fintable.io)

Why this matters for a solid Back Office

• Close the books faster: Fresh transactions reduce recon delays and let you spot issues before month‑end. (fintable.io)

• Cut manual errors: No more downloading CSVs, reformatting columns, or missed lines—your source of truth updates itself. (fintable.io)

• Stay in your stack: Keep finance ops in Sheets/Airtable while using your existing formulas, pivots, and dashboards—no new app to learn. (fintable.io)

• Standardize and scale: Use one pipeline for multiple entities, projects, or clients and keep a transparent audit trail right in the spreadsheet. (fintable.io)

Automations you can set up in minutes

• Auto‑categorize and tag transactions as they arrive, then trigger approvals or tasks in your spreadsheet. (fintable.io)

• Alert the team in real time (for large charges, low balances, or unusual vendors) using Airtable Automations or Zapier, no coding required. (fintable.io)

• Speed up AP/AR and reimbursements: Filter incoming transactions, match payments, or route items for review—directly from your sheet. (fintable.io)

• Build live dashboards for cash, runway, burn, and vendor spend that refresh on their own. (fintable.io)

Coverage you can count on

• 15,000+ banks and cards across 30+ countries, including broad coverage in the US, Canada, and Europe. That global reach is what makes cross‑border back‑office work practical. (fintable.io)

• EU Open Banking connections typically need a quick 90‑day re‑auth; US providers can offer hourly or realtime syncs depending on the bank. Fintable supports both models so you pick reliability vs. frequency as needed. (fintable.io)

Security, privacy, and trust

• Bank‑grade security with industry‑standard encryption for data in transit and at rest. Your bank credentials aren’t visible to Fintable; connections use OAuth flows via the providers. (fintable.io)

• Providers like Plaid, Finicity, Nordigen, and Akoya are widely used in fintech, and Fintable’s processes are aligned to their compliance expectations. (fintable.io)

Proof it’s battle‑tested

• $3B+ in transactions synced and thousands of users relying on it day‑to‑day—plus a strong user rating (AppSumo 4.5/5). (fintable.io)

• Operating for years with an active product roadmap and new integrations (including Open Banking and investment data where supported). (fintable.io)

Pricing at a glance (as of September 25, 2025)

• Personal: starts at $7/month (billed annually). Includes daily sync, generous transaction limits, and up to 10 live bank connections. (fintable.io)

• Office: $365/year with multiple spreadsheets, up to 50 live connections, and on‑demand sync schedules available on request. (fintable.io)

• Enterprise: from $500/month with unlimited connections, realtime updates where supported, private API, and custom integrations. (fintable.io)

Small details that matter

• Realtime and investment data availability depends on the provider and institution; for example, Akoya can deliver investment holdings (e.g., Fidelity), while Plaid may not include holdings for all institutions yet. Set expectations per bank. (fintable.io)

• You can start from Fintable’s templates or your own base/sheet—it works either way and doesn’t lock you in. (fintable.io)

Bottom line

If your back office runs on spreadsheets, Fintable.io gives you a clean, secure, and automated bank‑to‑sheet pipeline. You’ll spend less time on imports and fixes, and more time on cash visibility, reconciliations, and decisions. For teams that want control without complexity, Fintable.io is a smart, low‑friction way to modernize your finance ops. (fintable.io)