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Google Sheets add-on: early access

The honest status: the Sheets add-on is built and in final review, and is not yet installable from the Google Workspace Marketplace. Here's how to get it first, and what works in Sheets today.

Where it stands

The Google Sheets add-on pulls the same live bank data as the Excel add-in (balances, categorized transactions, and the 13-week forecast) into your own Sheets tabs. It is currently in final review, which means you can't yet install it yourself from the Marketplace. We'd rather tell you that plainly than hand you an install button that doesn't work.

Join the early-access list

Email michael@treasuryflow.ai with the subject "Sheets early access". The moment the add-on clears review, early-access requests get set up first, by hand, in the order they arrive. Early access is part of the same $99/mo plan; there's nothing extra to buy.

What works in Google Sheets today

  • Excel exports open cleanly in Sheets. Any workbook TreasuryFlow exports (cash position, forecast, AR aging) is a standard .xlsx; upload it to Drive and it opens in Sheets with exact figures intact.
  • The free Monday Cash Close workbook (download) works in Sheets as well as Excel.
  • The web dashboard runs in any browser, side by side with your Sheets.
Still stuck? Email support and we’ll respond within one business day.
michael@treasuryflow.ai

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