Sending feedback, requests and support questions
How to send BankSync feedback, a support question, a bank or integration request, or a waiting-list signup, what happens to it, and which email you get back.
2 min read
Everything you tell BankSync — a bug, an idea, a question for support, a bank or tool we do not support yet, a request to hear when your bank is available — reaches the team as one record that someone triages. This page explains where to send each kind, and what comes back.
Where to send what#
| You want to… | Where |
|---|---|
| Report a problem or ask support a question | Settings → Support in the app, signed in |
| Suggest a feature or send general feedback | Settings → Support, choosing the feedback type |
| Ask for a bank we do not support | The Request a bank link when a search finds nothing in the connect dialog |
| Hear when a bank or region becomes available | The waiting-list form shown on a bank that is not open yet |
| Get a template, or early access to a feature | The form on that template's or feature's page on banksync.io |
| Talk about plans, enterprise or partnerships | The contact page on banksync.io |
| Get help when you cannot sign in | The contact page, or email support@banksync.io |
Send support questions from the app when you can. Signed in, we know which account and workspace you mean without asking, and the reply can use that. If you cannot sign in, use the contact page on banksync.io or email support@banksync.io.
For the full conversation workflow, see Contact support in the app.
What happens next#
- Support questions get an email reply from support@banksync.io straight away, with a first answer drawn from our documentation, and a person follows up.
- Feedback, bank and integration requests get a short thank-you email. Requests are counted, so the team can see which banks and tools are wanted most.
- Waiting-list signups get a confirmation for the bank or region you asked about, and your choice about hearing back is kept with the request.
- Template requests get the template link by email.
From the website
From an AI agent#
An agent connected to BankSync over MCP (Claude, ChatGPT, Cursor and others) can send a bug
report, a feature request or general feedback for you with the send_feedback tool. It files the
same record the app does, as you, and notes which agent sent it; the reply comes to your email, not
to the agent. The agent's credential needs the Send feedback (feedback:write) permission,
which is write-only: it reads nothing back and changes nothing in your workspace. Support
questions still go through Settings → Support.
Privacy#
What you send is used to answer you and to decide what to build. The address a request came from is stored with it, and a request sent while signed in is linked to your account.
Use this page with your AI assistant
Every BankSync doc is available as plain Markdown for agents and LLMs.