Deleting a workspace

What deleting a workspace removes (banks, feeds, integrations, API keys, portals, and billing) and how to do it safely.

4 min read

On this page

What gets removed
Delete the workspace
Confirm it worked
Troubleshooting
Next steps
Related guides

Deleting a workspace permanently tears down everything inside it: bank connections, feeds, enrichments, integrations, API keys, any child client portals, and every member's access. This guide walks through the confirmation flow in Settings and spells out exactly what is removed, so there are no surprises.

The delete-workspace safeguards, step by step.

This is permanent and cannot be undone

There is no trash, no grace period, and no way to restore a deleted workspace. Deletion revokes the open-finance credentials we hold with your providers (Plaid, SnapTrade, Fiskil, SaltEdge), so those connections are severed at the source. If the workspace has an active paid subscription, the Stripe subscription is cancelled. Every other member loses access immediately. If you only want to free up capacity, downgrade your plan or remove a few banks instead.

Before you start

Only the workspace Owner can delete a workspace. Admins, Editors, and Viewers won't see the option. You also can't delete your only workspace from here, and you can't delete a client portal from its own settings (the accountant removes a portal from the parent workspace). If a paid subscription is still active, cancel it first (see below) before the Delete button unlocks.

What gets removed#

When you delete a workspace, the following are permanently destroyed in a background cascade:

Item	What happens
Bank connections	Removed, and the open-finance credentials are revoked at the provider (Plaid, SnapTrade, Fiskil, or SaltEdge)
Feeds	All feeds and their sync history are deleted
Enrichments	All enrichment rules are deleted
Integrations	All connected integrations (Google Sheets, Excel, Notion, Airtable, databases) are disconnected
API keys	Every key is revoked and stops working immediately
Client portals	Any child portals belonging to this workspace are deleted
Members	All other members lose access to the workspace
Billing	An active paid Stripe subscription is cancelled

Cancel a paid subscription first

If the workspace is on a paid plan, the Delete Workspace button stays disabled and a "Cancel your subscription first" notice appears with a "Go to Cancel plan" link. Cancelling first avoids any edge-case charges around the deletion. Cancellation stops future charges at the end of the current billing period; see Managing your plan for the full flow.

Delete the workspace#

Delete a workspace

Switch to the workspace you want to delete
Use the workspace switcher at the top of the left navigation. You can only delete the workspace you currently have open.
Open Settings → Delete Workspace
Open Settings from the left navigation, then under the Workspace group in the settings sidebar click Delete Workspace. The page opens with the heading "Delete Workspace" and the line "Permanently delete [workspace name] and all associated data."
Review what will be removed
The page lists "The following will be permanently deleted": all banks, feeds, enrichments, and synced data; workspace settings, API keys, and integrations; and member access and billing subscriptions.
Cancel any active subscription
If the workspace is on a paid plan, click Go to Cancel plan and cancel the subscription. Return to Delete Workspace afterward to continue.
Click Delete Workspace
Click the red Delete Workspace button. A confirmation panel appears asking you to type the workspace name.
Type the exact workspace name
In the field labelled "Type [workspace name] to confirm", type the workspace name exactly as shown. The Confirm Delete button stays disabled until your entry matches character for character.
Click Confirm Delete
Once the name matches, click Confirm Delete. The button shows "Deleting..." while it works, then your access is removed and you're switched away from the workspace.

Confirm it worked#

You're immediately moved off the deleted workspace (signed out of it and routed to sign in or to another workspace you belong to).
The workspace no longer appears in your workspace switcher or in your workspace memberships.
Trying to open the old workspace URL returns a not-found or no-access response (404 / 403). The same applies to its banks, feeds, enrichments, and API keys.
The background cascade then revokes provider credentials and cancels any subscription. This finishes within a minute or so after the workspace disappears from your list.

Troubleshooting#

Common issues

"Confirm Delete" stays greyed out: the name you typed doesn't match exactly. It's case-sensitive and whitespace-sensitive, so copy it from the prompt. You don't see the Delete Workspace option: only the Owner sees it, so if you're an Admin, Editor, or Viewer, ask the Owner to delete it or to transfer ownership to you first (Settings → Members → crown icon). "This is your only workspace": you can't delete your last workspace here; create another workspace first, or use Delete Account to remove your whole account. The Delete Workspace button is disabled: a paid subscription is still active, so use "Go to Cancel plan" first. A portal can't be deleted from its own settings: the accountant removes a client portal from the parent workspace.

Next steps#

Just need less capacity?

Downgrade your plan or update billing instead of deleting.

Closing your account entirely?

Deleting a workspace is different from deleting your BankSync account.

Manage your plan & billing

Delete your account

Deleting your account: closing your whole account instead; unlike workspace deletion, that flow has a 14-day grace period.
Removing a bank: drop a single connection to free capacity without deleting anything else.
Changing your plan: downgrade or cancel if cost is the reason you are deleting.