BankSync documentation
Everything you need to sync bank data to your tools and build with the BankSync API.
.md to any URL) and via MCP. BankSync for AI agents →New to BankSync? Start here
A guided path from connecting your first bank to a scheduled, field-mapped feed.
Connecting banks
Link bank, card, and investment accounts by region and provider.
Bank feeds
Stream transactions, balances, holdings, trades, and loans to your tools.
Dashboards
Build charts, KPIs, and tables from your synced financial data, then publish and embed them.
Ask Penny
Ask Penny questions about your data in plain language, get insight widgets inline, and let her build dashboards for you.
Integrations
Send data to spreadsheets, databases, and automation tools.
Document Extractor
Turn receipts, invoices, and bank statements into structured data with AI.
Enrichments
Clean, categorize, and enrich your financial data automatically.
Client portals
Collect bank connections from clients under your own brand.
Workspaces
Manage your workspace, invite teammates, set roles, and handle deletion.
Account & billing
Manage your plan, usage, payment method, and account.
API
Authenticate and query BankSync programmatically over the REST API.
CLI
Query banks, pull transactions, manage feeds, and drive automation from your terminal.
MCP
Give AI agents secure, real-time access to BankSync over the Model Context Protocol.