Tutorial14 min read
How to Build a Multi-Entity Treasury Dashboard
Build a group cash dashboard across legal entities while preserving ownership, currencies, restrictions and intercompany transfers.
Read guideThe BankSync field notes
Practical systems for calmer financial operations.
Clear guides for connecting bank data, automating busywork, and building financial workflows that stay current.
Built by people who automate this stuff ↗
Tutorial12 min read
How to Build Unusual Transaction and Cash Flow Alerts
Create explainable alerts for large payments, new merchants, amount spikes, bursts and stale financial feeds.
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Tutorial10 min read
Can You Connect an Australian Bank Account to ChatGPT? (2026)
ChatGPT Finances is not available for Australian banks, and BankSync CDR data is not exposed through MCP. Use the supported destination-based analysis route.
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Tutorial11 min read
Give Your Accountant a Live Google Sheet of Your Bank Transactions
Set up a shared Google Sheet that receives scheduled bank transactions, gives your accountant controlled access and keeps review notes separate from source data.
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Tutorial12 min read
Track Your Small Business Cash Flow Automatically in Google Sheets
Build a Google Sheets cash-flow tracker that combines automatically synced bank transactions with a 13-week forecast, low-cash alerts and a practical weekly review.
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Tutorial11 min read
How to Build an Automatic Bank Fee Tracker
Build a bank fee tracker that classifies service charges, watches fee creep and preserves the transactions behind every total.
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Product Guide14 min read
How to Build an Accounting Client Portal with Live Bank Data
Build an accounting client portal where clients connect banks, firms control resources and each workspace remains isolated.
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Tutorial10 min read
Can You Connect an Australian Bank Account to Claude? (2026)
Connect an Australian bank account to Claude through BankSync MCP using regulated CDR consent, a scoped API key and read-only finance tools.
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Tutorial12 min read
How to Build a Vendor Spend Dashboard
Create a vendor spend dashboard for concentration, recurring costs, budgets, category analysis and drill-down transactions.
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Tutorial10 min read
How to Connect a Canadian Bank Account to Claude (2026)
Connect Canadian chequing, savings, credit and supported investment accounts to Claude through BankSync and Plaid, including CAD/USD account handling.
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Tutorial13 min read
How to Build an Accounts Payable and Invoice Tracker
Build an accounts payable and invoice tracker with relational Tables, status views, due-date calendars and bank-payment evidence.
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Tutorial13 min read
How to Build a Budget vs Actual Dashboard
Create a budget versus actual dashboard that aligns plan and bank activity by period, category, department and entity.
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