The BankSync field notes
Clear guides for connecting bank data, automating busywork, and building financial workflows that stay current.
Latest field guide ✦
BankSync has partnered with ReconcileIQ, an intelligent reconciliation platform, to help businesses and finance professionals automate the flow of financial data and simplify reconciliation.
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Build a financial operating system for your personal life, business or accounting practice using BankSync Feeds, Enrichments, Tables, Dashboards, Workspaces and Client Portals.
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Give each UK client an isolated portal to connect supported bank accounts through read-only Open Banking while your firm controls feeds, permissions and destination workflows.
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Build a UK small-business cash flow dashboard from connected bank actuals, controlled forecast assumptions, transfer-aware classifications, alerts and a repeatable review process.
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Connect a supported UK bank to Microsoft Excel through read-only Open Banking, then automate transactions into a OneDrive or SharePoint workbook with controlled mapping and scheduling.
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BankSync is now live in the UK. Connect supported UK bank accounts through read-only Open Banking and automate data into Google Sheets, Excel, Notion, Airtable, dashboards and more.
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Connect a supported UK bank through Open Banking and automatically export transactions to Google Sheets with stable columns, enrichment, scheduling and consent controls.
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A complete guide to building finance applications from BankSync’s five primitives, with use-case architecture for personal finance, treasury, operations and client work.
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Connect UK current, savings and supported credit accounts to Claude through BankSync, Salt Edge and Open Banking, including the consent and renewal flow.
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ChatGPT Finances is not yet available for Canadian accounts. Learn the BankSync MCP route for eligible workspaces, including CAD/USD and brokerage handling.
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Understand when to use Actual Budget and when to assemble a broader custom finance system with BankSync Feeds, Tables, enrichments and dashboards.
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Compare open banking regulation in the US, Australia, UK, Europe and Asia, including accreditation routes, realistic timelines, costs and IT effort.
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