Bank Statement → Airtable

Your Bank Statements, Automatically in Airtable

Upload a PDF statement or connect your bank. Transactions and balances flow into your Airtable base with your field mapping — automatically, on your schedule. Build dashboards, reports, and automations on top of your real financial data.

Import to Airtable Free Live sync guide

✓ 14-day free trial✓ Custom field mapping✓ 10,000+ banks supported✓ Works with Airtable automations

What teams build with bank data in Airtable

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Expense tracking & reporting

Import transactions into Airtable and use linked records, rollups, and formulas to build powerful expense reports and dashboards.

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Business finance automation

Automate transaction imports for multiple business accounts. Use Airtable automations to trigger actions when new transactions appear.

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Investment portfolio tracking

Sync holdings and trades from brokerage statements into Airtable. Link positions to assets, track performance over time.

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Multi-account consolidation

Pull transactions from multiple bank accounts into one Airtable base. Use views and filters to see the full picture.

Two ways to get bank data into Airtable

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Document Extractor

Upload or forward PDF statements

Upload a PDF bank statement and BankSync's AI extracts every transaction and balance directly into your Airtable base. Works with any bank. Set up email forwarding for ongoing automation.

✓Works with any bank globally
✓Scanned & digital PDFs supported
✓Email forwarding for new statements
✓Custom Airtable field mapping

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Bank Feeds

Live connection to your bank

Connect your bank directly. Transactions, balances, holdings, and loans sync automatically to Airtable daily — no statements needed, ever.

✓10,000+ banks across US & Canada
✓Transactions, balances, investments, loans
✓Auto-sync on your schedule
✓Works with Airtable automations

Learn about Bank Feeds →

Frequently asked questions

How do I import bank statements into Airtable?

With BankSync, upload a PDF bank statement or connect your bank via Bank Feeds. Select your Airtable base and table as the destination, map transaction fields to your Airtable columns, and data syncs automatically. Each transaction becomes a row in your Airtable table.

Can I sync bank transactions to Airtable automatically?

Yes. BankSync's Bank Feeds feature connects to 10,000+ US and Canadian banks. Once connected, transactions sync automatically to your Airtable base on a schedule you choose — daily, weekly, or monthly. No manual exports or imports needed.

How does field mapping work for Airtable?

BankSync lets you map each extracted field — date, description, amount — to the corresponding Airtable field. You define the mapping once and BankSync uses it for every future statement or sync. Supports text, number, date, and single-select field types.

Can I import data into multiple Airtable tables?

Yes. You can create multiple BankSync syncs pointing to different Airtable tables or bases. For example, route transactions from a business account into one table and personal transactions into another.

Does BankSync work with Airtable automations?

Yes. Because BankSync writes data directly to Airtable records, any Airtable automation triggered on new records will fire when BankSync syncs new transactions. This lets you chain actions — for example, send a Slack message when a transaction over a certain amount is synced.

Which banks are supported?

For PDF extraction, BankSync's AI supports bank statements from any institution worldwide. For live bank connection, BankSync supports 10,000+ banks across the US and Canada via Bank Feeds, including Chase, Bank of America, Wells Fargo, Citibank, Capital One, and all major credit unions and brokerages.

Start importing bank statements into Airtable

Upload a PDF or connect your bank. Data flows into your Airtable base automatically.

Get Started Free

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