Add a client

Your client list lives on the Clients page. Adding a client is free on every plan, Free included, and there is no limit on how many clients you add.

Add a client#

1. Open Clients and choose Add a client.
2. Enter the client's name and email.
3. Choose who pays. Client pays is the default: the client keeps their own workspace on their own plan and shares it with you. You cover is available on Professional, Business and Enterprise, and uses your plan's bank quota. See Who pays for a client.
4. Add any questions you want answered, and a deadline if you need one.
5. Send the request, or copy its link and send it yourself.

Your client gets an email from you, shown as "Jane Smith via BankSync". They enter the code from that email, confirm they are happy to share with you, and connect on their bank's usual consent screen. The full flow is in Ask a client for bank data and answers.

Follow a client's progress#

Each request on your client list shows where it stands: Sent, Opened, Verified, Connected or Stalled. A request reads Stalled after a week with no progress. Choose Send reminder to email your client again, at most once a day.

Once connected, each client shows the health of their bank connections, so you can see who needs to reconnect.

Clients you cover#

When you cover a client, BankSync creates a workspace for them under yours. Open the client from Clients to manage it.

• The Access tab sets whether the client can connect banks and whether they can create feeds into Google Sheets, Notion or Airtable.
• The Resources tab chooses which of your banks, feeds and integrations the client can see, and sets an optional limit on how many banks they can connect. A limit always sits under your plan's overall quota.
• The Members tab invites people at the client's business by email, as an Editor (can connect banks) or a Viewer (can see status). Invitation links expire after 7 days; resend one to issue a fresh link.

Changes on these tabs save as you make them.

Every bank a covered client connects counts against your plan's bank quota, which pools across your own workspace and every client you cover. Clients never take a seat. During your trial, covered clients can hold up to 5 bank connections in total.

How the data reaches you#

Banks your clients connect appear in your own Banks list, marked with the client's name. You can build feeds that read them, so your client handles the bank consent and you handle the reporting. To read every client at once from a script or an AI agent, see the developer reference.

Troubleshooting#

Next steps#

Related guides#

• Who pays for a client: client pays by default, or you cover them.
• Ask a client for bank data and answers: the request, step by step.
• What your clients see: the same flow from your client's side.
• Hand a client over: a covered client takes over paying, with no reconnect.
• Workspaces and team members: roles in your own workspace.