AustraliaNow Live
·Australian banks now supported via CDR.Browse AU banks
BankSync

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

Connect 14,000+ banks, brokerages and crypto exchanges once. Every transaction, balance and holding lands in your tools automatically.

Start free trialConnect 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 14,000+ banks, brokerages and crypto exchanges across 40+ countries

United KingdomAustraliaUnited StatesCanadaEuropeand more
Barclays
Revolut
CommBank
Chase
RBC
Monzo
ANZ
Bank of America
Scotiabank
HSBC
Westpac
Wells Fargo
CIBC
Starling
NAB
Capital One
Lloyds
Macquarie
NatWest
Up
Google Sheets
Claude
YNAB
Postgres
Zapier
Excel
ChatGPT
Actual Budget
Webhooks
Google Drive
Notion
Cursor
Firefly III
MySQL
Make
Airtable
Gemini
Home Assistant
MongoDB
OneDrive
Coda
SimpleFIN

Build your financial workflows on your own bank data.

Bank feeds

Every transaction in your table, automatically syncing in the background.

Bank feeds

Every transaction in your table, automatically syncing in the background.

Connect 14,000+ 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 across all your financial data.

REST API

One API across all your financial data.

Read the transactions, balances, holdings, trades and loans in your workspace from your own scripts and tools. One scoped key, consistent JSON.

Explore the API Read the docs
  • Unified access to transactions, balances, loans, trades, holdings and more.
  • Build internal tools on live data: finance dashboards, reconciliation apps and investor reports.
  • Automate the work you do for clients: pull their accounts, sort the spending and send reports on a schedule.
  • Ship in an afternoon: one key, the same data shape for every bank, and docs you can try in the browser.
MCP server

Your bank data in any AI agent, through one MCP server.

MCP server

Your bank data in any AI agent, through one MCP server.

Connect Claude, ChatGPT, Cursor or your own agent to the banks in your workspace. It reads your transactions, balances and holdings, and can set up tables, feeds and automations for you.

Explore the MCP server Use with Hermes Agent
  • Works with Claude, ChatGPT, Cursor and any other MCP client.
  • Bring your own local models: OpenClaw, Hermes Agent and other self-hosted agents connect the same way.
  • Tools to read, search and build: transactions, tables, feeds and automations.
Apps & integrations

Connect your accounts once. Give every tool its own access.

Apps & integrations

Connect your accounts once. Give every tool its own access.

One bank connection feeds the tools you use: Sheets, Notion, Airtable, Excel, Actual Budget 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.
  • Build your own integrations.
  • Webhooks and databases for everything that isn’t a spreadsheet.
BankSync for Advisors

One client list. Free for advisors.

BankSync for Advisors

One client list. Free for advisors.

Ask a client by email or with a link you send yourself, and once they connect on their bank’s usual consent screen, their banks appear in your list.

BankSync for Advisors See pricing
CLI

Your finances in the terminal, via Open Banking.

CLI

Your finances in the terminal, via Open Banking.

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.
  • Only what you grant. Read-only access, scoped to the accounts you choose.
Connect an agent →How MCP works

Live dashboards and your books automated, while you sleep.

Dashboards

Your financial command center. Cash flow, burn rate and net worth, charted on live data.

Dashboards

Your financial command center. Cash flow, burn rate and net worth, charted on live data.

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
  • Beautiful dashboards that show where your money goes, and where it leaks.
  • 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: in BankSync, Notion, Google Sheets or practically anywhere else.
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.
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.
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 finances 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.
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.

Start with a template that fills itself.

Browse templates →See Marketplace

Friendly on the outside. Fortress on the inside.

  • Read-only by design. BankSync can see your accounts, never move money.
  • We never hold your bank login. You sign in with your bank, through regulated open banking.
  • Accredited connections. CDR-accredited providers in Australia, FCA-authorised providers in the UK and PSD2-licensed providers in Europe.
  • Encrypted everywhere. AES-256 at rest, TLS 1.2+ in transit.
  • Independently tested. Outside security firms pen-test BankSync on a regular schedule.
  • Your data stays close to home. Stored in the nearest of our four regions: US, Asia-Pacific, UK or Germany.
  • Paid by you, not by your data. No ads, no selling, no data brokers, and it never trains AI. How.
  • 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 logoChaseUSCommBank logoCommBankAUMonzo logoMonzoGB
Explore full global coverage