Turn your templates into a money management system for Google Sheets.
ProsperBot adds bank sync and your branded AI coach directly to Google Sheets—so your customers get automated, personalized guidance to reach their financial goals.
Platform
Everything you need to ship a smarter sheet
Bank → Sheet (Plaid)
Automate your customers’ financial life with daily transaction and balance updates — directly in Google Sheets.
Templates + workflows
Backend sheets act like a Plaid data layer—use formulas to pull data into any template, launch guided workflows, and co-create new workflows for your audience.
AI-connected sheets
Your branded AI coach (avatar + voice) chats in the Sheets sidebar, answers from sheet data, and guides customers to improve.
How it works
Creator → customer flow
1) You publish a template
Share a single template link with your audience.
2) They copy your template
Install the ProsperBot add-on, and your coach appears in the sidebar.
3) Your AI handles the process
Users connect accounts, then your 5-step workflow guides them to a monthly plan + weekly updates.
Partner program
Launch with us
We’re looking for the right creators to integrate your existing products and services into your branded money management system for Google Sheets.