Your Data's Journey
From consent to destination - here's exactly what happens during a BankSync sync.
“Your financial data passes through BankSync like water through a pipe - it flows, but nothing sticks.”
Consent & Authentication
You authenticate with your bank through the licensed provider's hosted consent interface. BankSync never handles your banking credentials. Authentication happens directly between you and your bank.
Technical detail: The licensed provider (Plaid, Salt Edge, or Fiskil depending on your region) issues a tokenised connection. Only this token (not your credentials) is stored by BankSync, encrypted at rest.
Sync Request Triggered
A sync is initiated, either on a schedule you configure or on demand. BankSync dispatches a sync job to an edge worker.
Technical detail: The edge worker is spawned in the region geographically closest to you. Regional proximity reduces data transit time and keeps your data within a tighter geographic boundary during processing.
Data Retrieval
The edge worker calls the licensed provider's API using your stored access token to retrieve the requested financial data (transactions, balances, or holdings).
Technical detail: The licensed provider authenticates the request, applies your consent scope, and returns only the data categories you have authorised. Data is received directly into the edge worker's in-memory state.
Transform & Forward
The edge worker applies your configured field mappings and transformations, then writes the data directly to your connected destination.
Technical detail: Financial data is held only in the edge worker's V8 heap memory during this step. It is never written to BankSync's database or any intermediate store. The memory is discarded as soon as the write to your destination completes.
Completion & Audit Log
The sync job completes. BankSync records only operational metadata (timestamps, record counts, and any errors), not the financial data itself.
Technical detail: The audit log tells you when syncs ran and whether they succeeded, without retaining any of the financial content that was transferred. This metadata is used to power your sync history view and to self-heal any failed sync jobs.
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