Bank Accounts

Get the most out of Bank Accounts

Bank Accounts allows you to connect your financial accounts securely and access real-time data, such as balances and transactions, directly in your spreadsheet.

This integration simplifies the process of managing financial data. With just a few steps, you can pull in real-time information from your bank accounts and integrate it seamlessly into your Rows workspace.

With the Bank Accounts integration, you can automate reports with recent transactions, check account balances, and build custom reports to monitor your financial status. This saves time and reduces the need for manual data entry, allowing you to focus on financial analysis and decision-making.

Use Cases

Here are some things you can do using the Bank Accounts integration in Rows:

• Retrieve real-time account balances across your connected accounts to monitor available funds, loan status, or investment balances.
• Fetch recent transactions from any of your accounts to track spending and generate budget reports.
• Reconcile transactions by comparing bank records with your internal data to ensure accuracy in income and expense tracking.
• Build spending reports by pulling transaction data for specific date ranges and categorizing expenses into meaningful insights.
• Monitor cash flow by analyzing daily, weekly, or monthly financial movements and forecasting future cash needs.