Connect financial data from Quickbooks and bank accounts to your models, budgets, and forecasts
정보 업데이트:2024년 9월 23일
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개요
Turn your financial models into real-time business intelligence. 

SECURE CONNECTIONS

⭑ Quickbooks - Instantly pull data from Quickbooks to use in Google Sheets™. Pull in P&Ls, general ledger, accounts receivable, and more. 

⭑ Bank accounts - Establish a secure connection to over 12,000 bank accounts to pull and consolidate balances and transactions. 


REAL-TIME FINANCIAL MODELS

Turn your financial models into real-time financial dashboards with instant data connections. Choose to automatically refresh models or manually refresh to:
⭑ Monitor your cash flow, accounts receivables, and more 
⭑ Update budgets to compare actuals 
⭑ Refresh forecasts 


ENHANCE MODELS

Oplin Sheets pulls data to use in Google Sheets™, and lets you easily move and add data rows and columns. This allows you to easily update your models without disrupting connected data.. 


GETTING STARTED

1. Navigate to Tools
2. Choose Add-ons
3. Find Oplin and sign in
4. Connect Quickbooks or Bank Accounts in the Oplin dashboard

To connect Quickbooks or Bank Accounts, sign in to them on the Oplin website. Upon creating a connection you can always remove it in the Oplin dashboard. Oplin only uses the connection to pull and refresh data for you, we will never write or delete data.

5. Navigate back to Google Sheets™ to access the Oplin Plug-in
6. Open Oplin from Add-ons
7. Choose which data to pull into your sheet
8. Refresh data to update data in Google Sheets™


Have a feature request? Email peter@oplin.ai

ABOUT US

We’ve built analytics tools at Microsoft, Deliveroo, and Uber. We are excited to bring the power of analytics to founders and finance teams right in Google Sheets™. 
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