Summit Brokerage Services, Inc Integration — Connect to Notion, Sheets & AI Agents | BankSync

Products

Live transactions, balances & investments from your bank

Document ExtractorAI

AI-powered extraction from receipts, invoices & statements

Explore

Enrichments Integrations Coverage System Status

Learn

Step-by-step tutorials and getting-started walkthroughs

Financial insights, tips and product updates

Explore

Use Cases Templates Notion Budget Guide

Build

Full endpoint reference for banks, transactions, feeds & more

Connect ChatGPT, Claude, Cursor & more to your financial data

Resources

Dev Hub Authentication MCP Tools Error Handling

Sign In Get Started

BankSync

Connect to 10k+ financial institutions across the United States and Canada. Sync your financial transactions to Notion, Airtable and more for budgeting.

Product

Bank Feeds
Document Extractor
Integrations
Bank Coverage
Use Cases
Guides
Pricing
System Status

Alternatives

YNAB
Xero
QuickBooks
Monarch Money
Rocket Money
Empower
All Comparisons

Developers

Developer Hub
Authentication
Resources & Types
API Reference
MCP Setup
MCP Tools
Error Handling

Company

Security
Privacy Policy
Terms & Conditions
Contact Us
Affiliate Program

© 2026 BankSync. The ultimate personal finance tracker for syncing financial transactions to Notion, Airtable, Google Sheets™, and more.

Summit Brokerage Services, Inc Integration — Connect to Notion, Sheets & AI Agents | BankSync