Outbound Destinations

Fin sorts your transactions, then keeps them flowing into Google Sheets, Excel, Notion or Airtable

Categorised, tax-tagged, receipt-linked — the thinking happens first, and then the finished rows land in a file in your own account. Connect it once and Fin can keep it updated on a schedule, or push it across the moment you need it. What travels is what you entered yourself, imported from a CSV, or captured from a receipt.

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What are Outbound Destinations?

Outbound Destinations is an AI2Fin feature that keeps a spreadsheet, database or table you own — a Google Sheet, an Excel workbook on OneDrive, a Notion database or an Airtable base — filled with transactions Fin has already read, categorised and tax-tagged. You connect the account through that provider’s own sign-in and choose the file once. After that the finished rows are delivered for you, on a schedule or whenever you ask, rather than downloaded and re-uploaded by hand.

There are two jobs hidden in that sentence, and they are worth pulling apart. Moving a transaction from one place to another is one job. Understanding it — what it was, which category it belongs in, whether it is deductible and under which heading — is a different and much harder one. Fin does the understanding first and the delivering second, which is why what arrives in your sheet is a finished row rather than a raw bank line waiting for an evening of your time.

So it is neither a place your data goes to sit nor a plain pipe between two accounts. It is the layer in between, doing the sorting and then the carrying — and the file at the end is one you can open on any device, hand to anyone, and keep for good, with the same nine columns whichever destination you choose. If you are weighing this up against a tool that carries your bank feed into a sheet and stops there, that comparison has a page of its own.

What exactly gets written into your spreadsheet?

Nine columns per transaction, in this order, for every destination. A raw bank line is what most exports give you; the enrichment is the part that saves you the evening.

  1. Date

    When the transaction happened.

  2. Description

    The transaction line as it was recorded.

  3. Merchant

    Who was paid, once Fin has resolved it.

  4. Amount

    The value of the transaction.

  5. Currency

    So multi-currency years stay readable.

  6. Category

    The category Fin assigned, or the one you set.

  7. Tax deductible

    Yes, No — or blank where nobody has assessed it yet.

  8. Tax category

    The deduction bucket it belongs in.

  9. Receipt

    A link to the receipt attached to that transaction.

Where nobody has assessed a transaction’s tax treatment yet, the deductibility cell is left blank rather than marked “No” — an empty cell reads as “not looked at”, which is true, where a No would assert a position nobody took. More on how the sorting itself works over on features.

Where can your transactions go?

Four destinations, each connected through that provider’s own authorisation screen. Whichever you pick, you are signing in to your account — not moving your data into a shared store that somebody else administers.

Google Sheets

How do you send categorised transactions to Google Sheets?

Connect your own Google account, let Fin create a fresh spreadsheet or reuse one you have already opened with AI2Fin, and your categorised transactions land there as rows — kept updated on a schedule, or pushed the moment you ask.

The connection uses Google’s own sign-in screen, so your Google password is never typed into AI2Fin and the access it grants is visible in your Google account settings, where you can withdraw it at any time. The permission covers only the Drive files you use with this app rather than your whole Drive. Fin appends new rows beneath what is already there, so formulas, charts, pivot tables and any extra columns you have added keep working.

Lands in: A new spreadsheet in your Drive, or one you have already used with AI2Fin.

How the Google Sheets destination works

Microsoft Excel

Can transactions sync into an Excel workbook automatically?

Yes — into a real .xlsx workbook in your own OneDrive. Sign in with your Microsoft account, have Fin create the workbook, and rows append into it on a schedule or on demand.

Fin asks Microsoft for one folder of its own inside your OneDrive rather than access to your whole drive, and every workbook this destination creates lives there. Amounts are written as real numbers, so a total over the column works without you cleaning anything up first.

Lands in: A workbook Fin creates in its own folder on your OneDrive.

How the Microsoft Excel destination works

Notion

How do you get your expenses into a Notion database?

Share a Notion page with the AI2Fin integration, and Fin creates a database inside it and keeps it filled with your categorised transactions.

Notion works a little differently from the spreadsheets: because a database has to live inside a page, you choose the parent page during setup rather than picking an existing table. Each transaction becomes a database row with typed properties — date, amount, category, tax deductibility — so Notion’s own filters, views and rollups work on it immediately. The integration only ever sees the page you shared with it.

Lands in: A new database, created inside a Notion page you nominate.

How the Notion destination works

Airtable

Can you push categorised expenses into Airtable?

Yes. Authorise AI2Fin from Airtable’s own screen, choose where the table should live, and your categorised transactions arrive as records.

Airtable requires the stricter PKCE authorisation flow, which AI2Fin uses — one more reason the connection never involves handing over a password. Records carry the same nine fields as every other destination, so an Airtable base built around them can drive interfaces, automations and views without you re-mapping anything.

Lands in: A table in a base you nominate.

How the Airtable destination works

Is it safe to link your bank account to a budgeting app?

The honest answer turns on one question: does it ask for your banking password? If a tool wants your bank username and password typed into its own screen, the hesitation you are feeling is the correct instinct and worth keeping. AI2Fin never asks for them — there is no field for it, because no step in the process needs one.

You are not being paranoid for checking, and the distinction you are reaching for is a real one rather than a matter of degree. Connecting an Australian bank to AI2Fin goes through the regulated Consumer Data Right — open banking — which means the sign-in happens on your bank’s own screen, run by an accredited provider, and Fin never receives the credentials at all. What comes back is read-only, limited to the accounts you ticked, and switched off by you from your bank whenever you like. Nothing can be moved, spent or paid through it.

The same shape holds at the other end of the journey. Connecting Google Sheets, Excel, Notion or Airtable happens on that provider’s own authorisation screen too, so your Google or Microsoft password is never typed into AI2Fin either — and what you grant there is deliberately narrow rather than blanket.

No password changes hands

Not for your bank, and not for Google, Microsoft, Notion or Airtable. Every one of those sign-ins happens on the provider’s own page, and what returns to Fin is a scoped token rather than anything you could log in with.

Only what you ticked, only reading

Bank connections are read-only and cover the accounts you selected. Destination connections cover the Drive files you use with this app, one folder of Fin’s own on your OneDrive, the Notion page you shared, or the Airtable base you chose.

Withdrawn from your side, not asked for

Every one of these permissions is revocable from your own bank, Google, Microsoft, Notion or Airtable account settings — without going through AI2Fin, and without anybody’s agreement but yours.

How open-banking data is collected, kept and deleted is set out in full in the Consumer Data Right policy, and the wider picture is on the security page.

Is it safe to keep your financial data in Google Sheets or Notion?

It is a fair question to ask second, and Fin’s answer is to send less. What goes into your spreadsheet is what you entered yourself, imported from a CSV, or captured from a receipt — the records you assembled, already categorised and tax-tagged.

Plenty of people make their peace with connecting a bank and then find they have a second, quieter worry waiting behind it: whether Google, Microsoft, Notion or Airtable should be holding their financial life in the first place. That question gets asked far more often than it gets answered, and the answer worth having is about what is actually in the file. Sending the records you put together is that answer.

It suits how a spreadsheet actually gets used, too. A spreadsheet is a thing you share — with an accountant, a co-founder, a partner — and the easiest row to share is the one you put there yourself.

What does get sent

Transactions you typed in, rows from a CSV or PDF statement you imported, and anything Fin read off a receipt you photographed or forwarded. In other words: everything you brought to AI2Fin yourself.

Comfortable to hand over

Because the file carries the records you put together, sharing it with your accountant, your co-founder or your partner is a small decision rather than a big one.

When a push has nothing to send because everything eligible has already been written, it says so and writes nothing, rather than filling your sheet with repeats. If you would like the detail on how bank-feed data is handled generally, it is set out in the Consumer Data Right policy, alongside the wider security overview.

How do you get your bank statement into Google Sheets or Excel?

Import the statement into AI2Fin — a CSV or a PDF from your bank — let Fin read and categorise it, then connect the destination once. The finished rows are written into your spreadsheet for you, and new transactions follow the same way afterwards without you converting or uploading anything again.

Three steps, once. After that it looks after itself — and you can watch what the first push will contain before you commit to it.

  1. Connect your own account

    Choose Google Sheets, Excel, Notion or Airtable and sign in on that provider’s own screen. AI2Fin never sees your password, and the access token never reaches your browser.

  2. Pick where rows land

    Select a file you already have, or let Fin create a new one with the column headers in place. For Notion, you nominate the page the new database should live inside.

  3. Preview, then let it run

    See the exact rows the first push will write before anything is sent. From then on Fin can keep the file updated on a schedule, and you can push on demand whenever you want it sooner.

Outbound Destinations is included on the ELITE+ and AUTO+ plans — see what each plan covers. Starting on the free plan and getting your categories tidy first is a perfectly good order to do this in.

For accountants and bookkeepers: client data that arrives in one shape

If your clients push to a destination, what reaches you is already structured — the same nine columns, in the same order, whichever client it came from and whichever tool they chose.

The cost of client bookkeeping is rarely the thinking. It is the reshaping: one client sends a PDF, another a screenshot, a third a spreadsheet with their own column names and a merged header row. A destination removes that step at the source, because the structure is decided by the feature rather than by whoever built the file. A client can share a Google Sheet with you and you can build whatever you like on top of it — a pivot, a query, an import into your own practice software — knowing next month’s rows will land in the same columns.

It also settles a question a lot of people ask just before tax time: does your accountant need access to your bank account? No — they need the records, not the account. A shared spreadsheet carrying the date, merchant, amount, category, tax treatment and a link to the receipt gives them everything they would otherwise go looking for, and no login has to change hands for it. If they want something extra they can ask for that one thing, which is a much smaller conversation than handing over the keys.

A tax view, not just a ledger

Deductibility and tax category travel with each row, so a client’s working assumptions are visible to you rather than implied. Where a row is blank, nobody has assessed it yet — which is exactly the list worth your time.

A receipt reference on every row

The receipt column carries the file name or reference for the receipt behind that transaction, so a row you're checking is easy to match back to its receipt inside AI2Fin.

No new tool for you to adopt

Your client connects their own account and shares the file. You keep working in the spreadsheet or database you already use, and there is nothing for your practice to install or license.

Working the other way round — a business getting its year ready for the accountant it already has — is covered on the handover guide. And if you are an accountant or bookkeeper looking at your own return, there is a deductions guide for the profession.

Destinations, answered

Common questions about sending your transactions onward

Is it safe to link your bank account to a budgeting app?
The question worth asking first is whether it wants your banking password. A tool that asks you to type your bank username and password into its own screen deserves the hesitation; one that sends you to your bank’s own login is a different thing entirely. AI2Fin is the second kind. Connecting an Australian bank runs through the regulated Consumer Data Right — open banking — so you sign in on your bank’s own screen via an accredited provider, AI2Fin never receives your credentials, the access is read-only and limited to the accounts you ticked, and you can switch it off from your bank at any time. Nothing can be moved, spent or paid through it.
Can Google, Microsoft, Notion or Airtable see the rest of my AI2Fin account?
No. Each destination sees only the file it writes into, and nothing else about your account — not your other transactions, not your reports, not your login. The permission you grant on that provider’s screen is narrow by design: the Drive files you use with this app, one folder of Fin’s own on your OneDrive, the Notion page you shared with the integration, or the Airtable base you chose. And what goes into that file is what you entered yourself, imported from a CSV, or captured from a receipt.
How is this different from a tool that copies my bank feed straight into a spreadsheet?
Those tools are good at carrying rows, and carrying rows is genuinely useful. The difference is what has happened to a row by the time it arrives. AI2Fin reads each transaction first — resolving the merchant, assigning a category, working out whether it is deductible and under which tax heading, and attaching the receipt — and then delivers that finished row to your spreadsheet on a schedule or on demand. So you are choosing between raw lines you still have to sort, and sorted lines that arrive the same way. You also keep the dashboard, the reports, the tax view and Lenses — slicing the same transactions by project, client, department or year — inside AI2Fin, because the spreadsheet is a copy of your data in a place you own, not the only place it lives. The full side-by-side — point by point, including the two where a plain pipe is ahead — is at ai2fin.com/destinations/compare.
Does my accountant need access to my bank account?
No — your accountant needs your records, not your account. Sharing a spreadsheet that already carries the date, merchant, amount, category, tax treatment and a reference to each receipt gives them what they would otherwise ask a bank login for. If something is missing they can ask for that one thing, which is a much smaller conversation than granting access to an account. Handing over banking credentials is not a normal requirement of getting your tax done.
What transaction data actually gets sent to my spreadsheet?
Nine fields per transaction: date, description, merchant, amount, currency, category, whether it is tax deductible, the tax category it falls under, and a reference to the attached receipt. Every destination gets the same nine, so moving from Google Sheets to Notion later does not change the shape of your data. Notion and Airtable put the description first, because in both of those the first field is the row’s name.
Which of my transactions get sent to a destination?
The ones you entered yourself, imported from a CSV or PDF statement, or captured from a receipt — categorised, tax-tagged and receipt-linked before they are written. So the file at the far end carries the records you brought to AI2Fin, already sorted.
Do I have to push transactions manually, or does it keep itself updated?
Both are available, and you choose. Connect a destination once and Fin can keep it updated on a schedule without you opening anything — a daily cadence, which matches how the data arrives and keeps your provider’s own usage limits comfortable. You can also push on demand at any time, which is what you want the evening before a BAS deadline or a handover to your accountant. What you never have to do is download a file from AI2Fin and upload it somewhere else by hand.
Can Fin create the spreadsheet for me, or do I need one already?
Fin can create a fresh spreadsheet, workbook, database or table with the right column headers already in place, and that is the quickest start on all four. Using something you built earlier depends on the provider: Notion and Airtable let you nominate an existing database or table, and Fin adds only the columns it cannot find. Google Sheets can reuse a spreadsheet you have already opened with AI2Fin. Excel workbooks are always created by Fin, inside a folder of its own on your OneDrive. Whichever it writes into, rows already there are left alone and your formulas and extra columns keep working.
What happens to rows already in my sheet when a new sync runs?
Nothing — new transactions are added beneath what is already there, and earlier rows are left untouched. Fin remembers where the last push finished and only moves that marker across rows the destination confirmed it received. If a push is interrupted part-way, the unconfirmed rows are offered again next time rather than skipped: a repeated row is visible and easy to delete, where a missing one is neither.
Which AI2Fin plan includes Outbound Destinations?
Outbound Destinations is part of the ELITE+ and AUTO+ plans. You can see what each plan covers on the pricing page, and the free plan is a good place to get your categories and receipts in order first.
Can I keep my spreadsheet if I stop using AI2Fin?
Yes. The file lives in your own Google, Microsoft, Notion or Airtable account, not inside AI2Fin — so it stays exactly where it is, with every row already written, whatever you decide later. That is the point of pushing to a destination you own rather than an export you have to remember to download.

Your numbers, in a file you own

Get your transactions sorted first — that part is free. Turn on a destination when you want the finished rows arriving in your own spreadsheet without you opening anything.

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