This reminds me of a company my friend used to work for, Ketch [1]. Basically described their service as automation that fulfills this exact requirement on customers databases. Sounds like they were ahead of the game.
When I was using Google sheets I was really looking at this company Tiller to auto-fetch my transactions. I never actually tried them out, but the service looks pretty compelling: https://www.tillerhq.com/
I like that they are doing this as a manually process. We are doing this for a bunch of customers now at https://88stacks.com they train their own model for their own use cases through our api.
[1] https://www.ketch.com/
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