Tutorial6 min read
Connect AI agent to Bank Account
Connect a supported AI agent to authorised, read-only bank data so it can analyse transactions and balances—without giving it payment authority or your bank credentials.
Read guidePractical systems for calmer financial operations.
Clear guides for connecting bank data, automating busywork, and building financial workflows that stay current.
Explainer5 min read
What is a Bank Feed?
A bank feed is a secure, read-only connection that brings authorised transactions and balances from a bank account into the tools you use on a schedule.
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Tutorial6 min read
Connect bank data to postgres or webhook
Use BankSync to deliver authorised, read-only bank data to an API or webhook, then store it in Postgres or trigger the workflows your product already relies on.
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Comparison6 min read
Tiller Alternative: BankSync vs Tiller Money (2026)
Tiller is a polished spreadsheet budgeting system for US banks. BankSync is a bank-data sync that also covers Australia, Canada and the UK and writes to Notion, Airtable, Excel, databases and AI agents. Here is how they compare.
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Tutorial7 min read
How to Get Bank Transactions into Google Sheets Automatically (2026)
Google Sheets has no built-in bank feed. Compare the five real ways to get transactions in: CSV exports, Apps Script, Zapier or Make with Plaid, Sheets add-ons like Tiller, BudgetSheet and BankToSheets, and BankSync.
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Tutorial5 min read
Build a Missing-Receipt Review Queue in Notion
Turn an overwhelming receipt folder into a focused review queue: unmatched payments, unlinked documents and explained differences.
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Tutorial5 min read
How to budget for annual bills in Actual Budget with a UK bank feed
A £600 renewal is six paydays away. Work out what to set aside, record it in Actual Budget and check the payment against your UK current account.
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Tutorial5 min read
Build a Household Bills and Renewal Tracker in Notion
Combine a forward-looking bills register with UK bank transactions so your household can see what is due, what was paid and what needs a decision.
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Tutorial5 min read
Track Project Costs in Notion from UK Bank Transactions
Give each project a reviewed view of paid costs, with bank transactions, project relations and a simple allocation rule for shared purchases.
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Tutorial5 min read
Match Bank Transactions to Receipts in Excel with XLOOKUP
Use a reviewed transaction key to bring receipt references into Excel, while surfacing missing and duplicate matches instead of hiding them.
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Tutorial5 min
Match One Client Payment to Multiple Invoices in Google Sheets
An Australian agency receives one bank transfer for three invoices. Build a Google Sheets remittance tracker that shows which invoice still has $220 owing.
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Product Guide6 min read
YNAB Europe: EU Bank Sync, Coverage and Currency Checks
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.
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