Now LivePractical product guide articles for connecting financial data and automating the work around it.
Understand YNAB’s European Direct Import coverage, check your exact bank and account, and prepare a matching-currency BankSync feed where early access is available.
Read 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.
Read guide
Build a financial operating system for your personal life, business or accounting practice using BankSync Feeds, Enrichments, Tables, Dashboards, Workspaces and Client Portals.
Read guide
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.
Read guide
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.
Read guide
A complete guide to building finance applications from BankSync’s five primitives, with use-case architecture for personal finance, treasury, operations and client work.
Read guideBuild an accounting client portal where clients connect banks, firms control resources and each workspace remains isolated.
Read guide
Build a personal finance dashboard for cash flow, budgets, net worth and recurring spending using live bank data and composable BankSync primitives.
Read guide
Learn how BankSync uses open banking to securely sync your financial transactions from 10k+ banks directly to Notion. Complete setup guide with step-by-step instructions, customization tips, and best practices.
Read guide