BankSync

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.

Start free trial →Connect an AI agent
Transactionssynced ✓
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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, brokerages and crypto exchanges across 40+ countriesUSCAUKAUEU

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Build your financial workflows on a global banking stack.

Bank feeds

Rows land in your sheet, on your schedule.

Sheets, Notion, Excel or Airtable. Map the columns once; new rows arrive categorised and never overwrite yours.

Enrichments

Transactions arrive already categorised.

Rules first, memory next, AI for the gaps. Duplicates, transfers and splits are handled before a row lands.

Tables

A ledger you can actually edit.

Typed columns, formulas, relations and history on synced rows. No spreadsheet to babysit.

Dashboards

Charts on your real numbers.

KPI cards, trends and breakdowns on any feed or table. Embed a live widget anywhere.

Automations

When money moves, something happens.

A trigger, your steps, branches and loops on one canvas. Dry-run it first; every run is audited, and your agent can build one for you.

Apps & integrations

The tools you already use, connected.

YNAB, Actual Budget, SimpleFIN apps and MCP clients read your workspace through scoped, revocable grants.

Document extractor

Receipts and invoices, linked to your transactions.

Forward them to a dedicated BankSync-provided inbox address, or drop in the PDF. Totals, tax, vendor and line items land beside your transactions.

Client portals

Organise your client accounts, in one workspace.

Clients connect their own banks, with their own consent. You get the rows, one portal each.

Developers

Bank data in your code, by this afternoon.

One key for the REST API, the MCP server and the CLI. Signed webhooks on every change.

banksyncCLIRESTMCPOpen banking API
ClaudeAdd to Claude

Your agents, sandboxed access to your finances.

  • It can’t move money. The server has no tool for it. Everything else, it can do.
  • Signed in from the agent. OAuth inside the client, scoped to one workspace.
  • Every call logged. The same rows your sheet gets, nothing invented.
Connect an agent →How MCP works

Friendly on the outside. Fortress on the inside.

  • Read-only by design. BankSync can see your accounts, never move money.
  • Encrypted everywhere. AES-256 at rest, TLS 1.2+ in transit.
  • We never hold your bank login. You sign in with your bank, through regulated open banking.
  • Your data never trains BankSync AI. Not our models, not our features. How.
  • Paid by you, not by your data. No ads, no selling, no data brokers.
  • Delete it any time. Remove a bank or your account and its data leaves our live systems.

Read our security practices →

Find your bank, brokerage, crypto exchange and more.

Featured institutions

Worldwide
Chase logoChaseCommBank logoCommBankAUMonzo logoMonzoGB
Explore full global coverage