Series Financial is fully integrated with BankSync, allowing you to seamlessly connect your accounts and automate your financial workflows. Sync your transactions, balances, and account data to your favorite productivity tools in real-time.
Start syncing your Series Financial accounts with your favorite productivity tools. Get your financial data flowing in minutes, not hours.
Step-by-step guide to securely connecting your US and Canadian bank accounts to BankSync.
Read Setup Guide
United States
