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 ✓
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, brokerages and crypto exchanges across 40+ countriesUSCAUKAUEU

Chase logo
Bank of America logo
Wells Fargo logo
Capital One logo
CommBank logo
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Postgres logoPostgres
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Build your financial workflows on a global banking stack.

Bank feeds

Every transaction in your sheet, on your schedule.

Bank feeds

Every transaction in your sheet, on your schedule.

Connect 11,000+ banks once. Transactions, balances, holdings, trades and loans land in Google Sheets, Notion, Airtable or Excel — hourly, daily, weekly or on demand.

Explore Bank feeds →See pricing
  • Read-only access over regulated open banking in the US, Canada, Australia and the UK.
  • Map every field onto the columns your sheet already uses.
  • New rows arrive categorised and never overwrite yours.
  • Processed counts, errors and retries in every run’s history.
REST API

One API for transactions, balances, loans, trades, holdings and more.

api.banksync.io
$curl https://api.banksync.io/v1/banks/bnk_chase/accounts/acc_8812/transactions?from=2026-09-01 \     -H "X-API-Key: bsk_live_…" {  "success": true,  "data": [    { "date": "2026-10-08", "description": "Trader Joe's", "amount": -84.20, "category": "Groceries" },    { "date": "2026-10-07", "description": "Stripe payout", "amount": 4200.00, "category": "Income" },    …41 more  ],  "meta": { "count": 43, "hasMore": false }}200 OK · 43 rows · 118 ms
Example GET request to the BankSync API and its JSON response.
REST API

One API for transactions, balances, loans, trades, holdings and more.

Transactions, balances, holdings and loans from 11,000+ banks over a REST API. One scoped key, consistent JSON.

Explore the API →Read the docs
  • Build your own apps, linked to your workspace.
  • Cursor-paginated JSON for transactions, balances, holdings, trades and loans.
  • Create and manage feeds, schedules and mappings from code.
  • An OpenAPI 3.0 spec with Swagger UI.
Document extractor

Receipts and invoices, linked to your transactions.

Document extractor

Receipts and invoices, linked to your transactions.

Forward or upload receipts, invoices and statements. Totals, tax, vendor and line items land beside your transactions in Sheets, Notion, Airtable or Excel.

Explore the Document extractor →See pricing
  • Each extractor gets its own inbox address; Gmail and Outlook forwarding rules just work.
  • PDF, JPG and PNG, scanned or digital — no templates to train.
  • The same receipt forwarded twice still lands once.
  • The original file is saved to Google Drive and linked from its row.
Apps & integrations

Connect your bank once. Every tool you use gets audit access.

Apps & integrations

Connect your bank once. Every tool you use gets audit access.

One bank connection feeds everything: Sheets, Notion, Airtable, Excel, SimpleFIN apps, Actual Budget, webhooks and your own database.

Browse integrations →See pricing
  • Each app sees only the banks you choose, and you can cut off its access any time.
  • Custom field mapping per destination.
  • Webhooks and databases for everything that isn’t a spreadsheet.
For accountants & advisers

Built for practices. Clients pay their own way, or you cover just their banks.

For accountants & advisers

Built for practices. Clients pay their own way, or you cover just their banks.

For accountants, bookkeepers, brokers and advisers. Send a client one link: they connect their own banks, and everything lands in your client list. They can pay for their own BankSync and share it with you, or you cover them and pay only for the bank connections they use.

Explore BankSync for practices →See pricing
  • Client pays: they share their own workspace with your practice, and never take one of your seats.
  • You cover them: no per-client or per-seat fee, just the bank connections they use.
  • No password for your client: a code from their email, then their bank’s usual consent screen.
  • Every client in one list, and either side can stop sharing at any time.
CLI

Your bank in your terminal, as JSON your scripts can trust.

banksyncCLIRESTMCPOpen banking API
CLI

Your bank in your terminal, as JSON your scripts can trust.

Install with one command, log in with an API key, and pull transactions or run feeds from your terminal. Tables for you, stable JSON for scripts and agents.

Explore the CLI →Install the CLI
  • One self-contained binary for macOS, Linux and Windows.
  • Output as a table, JSON, CSV or NDJSON.
  • A stable JSON envelope, errors on stderr and consistent exit codes.
  • The same key works for the CLI, the REST API and the MCP server.
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

Live dashboards, your books automated, while you sleep.

Enrichments

Categorised, de-duplicated and split before a row lands.

Enrichments

Categorised, de-duplicated and split before a row lands.

Sixteen enrichment types run inside every sync: categorise, split, filter, catch duplicates and transfers, watch budgets and fees, and let Memory and AI fill the rest.

Explore Enrichments →See pricing
  • Rules first, Memory next, AI for the gaps.
  • Preview a change on your real transactions before anything is saved.
  • When the AI isn’t sure, it asks you before changing anything.
  • If an enrichment can’t run, your sync still goes through.
Tables

A ledger you can edit, link and chart. No spreadsheet to babysit.

Tables

A ledger you can edit, link and chart. No spreadsheet to babysit.

Your bank data in a grid you can edit, inside BankSync. Pick a table as the destination and the columns arrive typed and mapped.

Explore Tables →See pricing
  • Linked rows, lookups, rollups and 94 formula functions.
  • Columns you add are never touched by a sync.
  • Attachments, CSV import and export, and a 30-day trash.
  • The same rows feed dashboards, Ask Penny, the REST API and MCP.
Dashboards

Spending, cash flow and net worth, charted from your real numbers.

Dashboards

Spending, cash flow and net worth, charted from your real numbers.

Charts on the data BankSync already syncs. Build spending, cash-flow and portfolio views, then open them on desktop or phone.

Explore Dashboards →See pricing
  • KPI cards, trends, allocation, tables and leaderboards on any account, feed or table.
  • Reusable widgets: edit one once and it changes everywhere it is used.
  • Ask Penny drafts a dashboard; you review it and keep it.
  • Embed a live widget anywhere.
Automations

When money moves, something happens.

Automations

When money moves, something happens.

A trigger, your steps, branches and loops on one canvas, over the bank data BankSync already syncs. Dry-run it first; every run is audited. In early access.

Explore Automations →See pricing
  • Triggers on new transactions, balance thresholds, feed and table events, schedules and signed webhooks.
  • Test with sample data — nothing leaves BankSync until you publish.
  • Every change is saved as a version you can go back to in one click.
  • Your agent can build one for you over MCP.
Run history

See exactly what every automation did, and when.

Run history

See exactly what every automation did, and when.

Every time an automation runs, you can see what started it, what each step did and who approved it.

Explore Automations →See pricing
  • Open any run to see each step, and whether it worked.
  • The history records what happened, not copies of your financial data.
  • Changed something you regret? Go back to an earlier version in one click.

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
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Explore full global coverage