Cash across every client company, in one list.
For fractional and part-time CFOs. Each client company connects its own banks and cards from your request, and you report on cash and spend from the same data in your sheets, a table or an AI agent. Your advisor workspace is free.
Q2 transactionsMonth end from the bank, for every client
Every client company's transactions and balances keep arriving after it connects. A feed writes them into the actuals tab of your model, a table in BankSync holds them when there is no spreadsheet yet, and a dashboard charts spend by category.
When you take on a new company, the request goes to the person who holds the bank login, and their banks appear in your list as soon as they connect.
How a client connects
- 1You add a client from your client list and send the request by email, or copy its link and send it through your own email, text or practice software.
- 2Your client opens it and enters the code we email to them, so a forwarded link is no use to anyone else.
- 3They confirm they are happy to share with you, then connect on their bank’s usual consent screen.
- 4Their banks appear in your client list. Each request shows whether it was sent, opened, verified, connected or has stalled, and you can send a reminder.
Free for you, and the client pays by default
Your advisor workspace is free on every plan, Free included, with unlimited clients. The client list, portfolio health, client requests and advisor access cost nothing.
By default each client keeps their own workspace on Starter ($5 a month for 1 bank) or Standard ($7 a month for 5 banks) and shares it with you. They see their own banks and can add a feed or an export without you, so what they pay for stays theirs.
On Professional, Business or Enterprise you can cover a client instead, from your plan's bank quota. Your client list marks each client “Client pays” or “You cover”. Banks you connect for your own practice need a plan of their own. See plans
Requests come from you
A request arrives from “Your name via BankSync”. Until you verify your practice, clients see your email address. Once you verify, they see your practice's name and logo on the request and the sharing step.
An unverified advisor can have 10 open requests at a time, and a verified one 100. A client can share with up to 3 advisors, and either side can stop sharing at any time.
Your activity stays private. BankSync shows no rankings, badges or client counts for advisors anywhere.
Questions
Can I report on several client companies at once?
Each client company keeps its own workspace and shares it with you, so every company in your list is one click away. For companies you cover, one API key with `scope=family` reads across them all.
How do I keep a model’s actuals current?
Point a feed at the actuals tab of your Google Sheets or Excel model. Transactions and balances arrive on the schedule you set, into the columns you already use.
What about groups with several entities?
Each entity can be its own client workspace with its own consent, or one workspace can hold several bank connections. You can mix both.
Does it replace the company’s accounting software?
No. BankSync brings the bank data; the books stay where they are. It is most useful where reporting lives in spreadsheets, a BI tool or an AI agent.
Can an AI agent answer questions about a client’s cash?
Yes. Claude or ChatGPT can read a client’s workspace over the BankSync MCP server, with the role the client gave you.
What does a client company pay?
By default it keeps its own workspace on Starter ($5 a month for 1 bank) or Standard ($7 a month for 5 banks), or a larger plan if it has more banks, and shares it with you. On Professional, Business or Enterprise you can cover it from your own bank quota instead.
Which of my team can see which companies?
Owners and admins work on every client. Team access on your client list chooses which other staff work on which companies.
BankSync for Advisors covers bookkeepers, planners and advisers too.
Add your first client
Your advisor workspace is free. Add a client, send the request, and their banks appear in your list when they connect.