How data and access work in Financial Assistant
A high-level overview of how Financial Assistant connects bank data into Google Sheets™, what lives in the user’s spreadsheet, and how the platform is designed to minimize access while keeping the system reliable.
Security principles (high level)
This is not legal language — it’s an overview of how the system is designed.
- ✓Google Sheets™ remains the system of record
- ✓Use the minimum access needed to run the workflow
- ✓Keep templates transparent and editable (no locked dashboards)
Bank connection (Plaid)
Users connect accounts via Plaid. Transactions and balances refresh into the customer’s Google Sheet (US-only).
- ✓Transactions history (up to 12 months)
- ✓Current balances
- ✓Ongoing refresh into the Sheet
- ✓The sheet stays updated without manual imports
- ✓Workflows can react to changes over time
- ✓Assistants can reference current sheet data
What lives in Google Sheets™
Templates remain transparent and editable. The Sheet is the system of record.
- ✓User-owned spreadsheet is the source of truth
- ✓Templates and formulas stay visible and editable
- ✓Synced data powers dashboards, workflows, and guidance
Access + permissions (overview)
Financial Assistant is designed to minimize access while still supporting automation and reliability.
- ✓Access is scoped to what’s needed to support the add-on and workflows
- ✓Assistants can read from sheet data to provide guidance
- ✓Writing is limited to predetermined cells as part of defined workflows
Privacy + terms
For formal details, see the Privacy Policy and Terms.
Financial Assistant is designed to minimize friction for partners: the platform handles operations and support, and uses the minimum access needed to power bank sync and the in-sheet experience.
See: Privacy Policy and Terms.