connect once, use everywhere

Sync bank transactions to Google Sheets, Notion, Excel and your AI agents.

Connect 11,000+ banks, brokerages and crypto exchanges once. Every transaction, balance and holding lands in your tools automatically. Read-only, on your schedule. No exports, no copy-paste.

Start free trial →Connect an AI agent

Free for 14 daysRead-only, always2-minute setup

Transactionssynced ✓

ADescriptionAmount

Stripe payout+$4,200

Checking ••2847$18,420

Tesla (TSLA)$12,450

AAPL buy ×50+50 sh

Office supplies−$89.99

1,284 synced, always fresh

Trusted to sync 11,000+ banks across 40+ countriesUS CA UK AU EU

Chase

Bank of America

Wells Fargo

CommBank

Westpac

ANZ

one connection, four ways out

Pick where your bank data should land.

Connect a bank once. Send the same rows to a spreadsheet, an AI agent, a budgeting app or your own database.

spreadsheets & docs

Sync bank transactions to Sheets, Excel, Notion & Airtable.

Map your columns once. New rows land on a schedule, categorised.

Hourly, daily or weekly
Balances, holdings & loans too
Never overwrites your rows

See bank feeds →

AI agents

Connect Claude, ChatGPT or Cursor to your bank.

One MCP link. Your agent reads real transactions and balances as tools.

40+ MCP clients
Read-only, every call logged
OAuth from inside the agent

Connect an agent →

apps & integrations

Feed YNAB, Actual Budget & any SimpleFIN app.

Send posted transactions straight into a YNAB plan (early access), or paste one SimpleFIN token into the budgeting app you already use.

On every plan, free included
Firefly III & Home Assistant
Build & publish your own apps

Browse apps →

your own stack

Stream bank data into Postgres, MySQL or a webhook.

Rows in a database you own, a signed webhook on every change, or a hosted BankSync Table.

Standard Webhooks, signed & retried
REST API & CLI
Tables with formulas & history

See all integrations →

ClaudeBankSync MCP · read-only

How much did we spend on software last month?
get_transactions42 rows · Business Checking ••4021
$2,314 across 42 charges. Biggest three: Vercel $480, Notion $384, Google Workspace $312. That’s 9% up on July.
What’s our runway if that holds?
get_balance$61,204 across 2 accounts
About 14 months at last month’s burn. Want me to add it as a widget on your dashboard?

example conversation · your numbers will differ

ask your money anything

Give your agent a bank account it can actually read.

Add BankSync to Claude, ChatGPT, Cursor or any MCP client in one step. Your agent gets real transactions, balances, holdings and loans as tools. Nothing gets invented, nothing gets moved.

Read-only, always. The server has no tool that can move money.
Scoped to a workspace. Sign in with OAuth from the agent. Every request is logged.
The same rows as your sheet. Feeds and agents read one source of truth.

Connect an agent →How MCP works

Works with

pick a product, watch it work

Your whole finance stack, in one place.

Feeds are the start. Extraction, enrichment, dashboards, tables, portals and an API all sit on the same connections.

Live bank data in your spreadsheet, automatically.

1
Connect your bank
Any of 11,000+ banks, in two minutes.
& moreRead-only
2
Pick your tools
Map your columns once into any destination.
& more
3
Walk away
Fresh numbers arrive on their own. Zero upkeep.
HourlyDailyWeekly

See how bank feeds works →live transactions, balances, holdings & loans

Explore the full platform →

every kind of money data

Not just transactions. The whole picture.

Whatever the account, the rows come out in the same shape, so one sheet, one table or one agent can hold all of it.

Banks & credit unions

chequing, savings, cards

Transactionsevery debit and credit
Balancesper account, as of last sync
Loansbalance, rate, repayments

See how it syncs →

Brokerages & crypto

stocks, ETFs, exchanges

Holdingspositions across portfolios
Tradesbuys, sells, order history
Cash balancessettled and available

See how it syncs →

Receipts & documents

email, upload, PDF

Receiptsline items, tax, merchant
Invoicesstructured fields, due dates
Statementsany PDF, parsed to rows

See how it syncs →

built for how you actually work

Same rows. Very different mornings.

Six ways people put BankSync to work. Pick the one that looks like your week.

for household CFOs
Every account in one sheet.
Chequing, savings, cards and the mortgage, categorised the way you actually think about money. Balances beside the budget.
Run the house →
for bookkeepers & accountants
Client bank feeds, without chasing statements.
Each client connects their own bank in a portal. You get the rows in your workbook, one tab per client, every morning.
See multi-client feeds →
for investors
Holdings and trades next to your cash.
Brokerages and crypto exchanges sync positions, trades and orders into the same sheet as your bank balances. One net worth, live.
Track a portfolio →
for founders & finance ops
Runway that updates itself.
Balances and transactions land in Sheets, Postgres or a BankSync Table on a schedule, so the model and the board deck stay current.
Model your cash →
for developers
Bank data in your app by this afternoon.
A clean REST API, signed webhooks on every change, a CLI that speaks JSON, and SimpleFIN for the tools that already exist.
Read the API docs →
for agent builders
An agent that answers with real numbers.
Point Claude, ChatGPT or your own harness at the MCP server. Read-only tools, OAuth from the client, logs for every call.
Connect an agent →

we take this seriously (promise)

Friendly on the outside. Fortress on the inside.

Read-only by design.We can look, never touch. BankSync can't move your money.
Bank-grade encryption. AES-256 at rest and TLS 1.2+ in transit, every step of the way.
We never hold your bank login. Authentication stays with your bank and its open-banking provider.
Powered by regulated open banking. Your data flows through accredited, regulated data providers.