AI Bank Transaction Sync — RoboSouth LA
RoboSouth LA — AI Automation

Your bank transactions
sync themselves.

Connect your bank accounts once through Plaid and your transactions download automatically every day — straight into Google Sheets. No logging in. No exporting. No manual work.

What it does

Connect once, sync forever. Link your bank accounts securely through Plaid — works with USAA, Chase, Capital One, and thousands of other institutions.

Automatic daily downloads. Every morning your transactions from all connected accounts are pulled and saved automatically.

Goes straight to Google Sheets. Transactions land in your spreadsheet organized and ready — no copying, no pasting.

Multiple accounts, one place. Checking, savings, credit cards — all synced into a single organized view.

Always current. Your financial data is never more than 24 hours old — always ready for budgeting, bookkeeping, or tax prep.

Why it matters
Manual bank exports are a time drain
Logging into multiple bank accounts, downloading statements, and organizing transactions is something most small business owners do manually every week.
Set it up once.
Never export a bank statement again.
Your transactions are always there, always current, always organized — without you touching a thing.
Pricing
Inquire for Pricing
Custom Quote
Contact Us
Pricing depends on the number of accounts and how you want your data delivered. Reach out and we’ll put together the right package.
What’s Included in the Base Package

Complete Plaid setup and secure bank account connection

Automatic daily transaction sync from all connected accounts

Google Sheets template configured and ready to receive your data

Support for multiple bank accounts and institutions

Ongoing support for the duration of your contract

Want your data somewhere other than Google Sheets? We can route your transactions to other destinations as a custom add-on. Contact us to discuss what works best for your setup.