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.
Read guidePractical systems for calmer financial operations.
Clear guides for connecting bank data, automating busywork, and building financial workflows that stay current.
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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Tutorial11 min read
How to Connect a UK Bank Account to ChatGPT (2026)
ChatGPT Finances is not yet available in the UK. Learn the current BankSync MCP route for eligible workspaces, plus Open Banking consent and renewal details.
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Tutorial12 min read
How to Build an Automatic Subscription Tracker from Bank Transactions
Detect recurring charges, price increases and missed payments from bank data, then organise subscriptions in a searchable dashboard.
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Tutorial11 min read
How to Connect a US Bank Account to ChatGPT (2026)
Connect a US bank account to ChatGPT using Finances or BankSync MCP, with setup steps, a route comparison, account limits and security guidance.
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Tutorial14 min read
How to Build an Investment Portfolio Tracker with Live Brokerage Data
Build an investment portfolio tracker for holdings, allocation, cash and trades while keeping brokerage data and performance assumptions separate.
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Tutorial13 min read
How to Build an Automatic Net Worth Tracker
Build an automatic net worth tracker that combines live balances, investments, loans and manual assets without hiding valuation assumptions.
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Tutorial10 min read
How to Connect a US Bank Account to Claude (2026)
Connect US bank accounts, cards, loans and supported investments to Claude through BankSync and Plaid, with setup steps, limits and security guidance.
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