BankSync documentation

Everything you need to sync bank data to your tools and build with the BankSync API.

Using an AI agent? Every page is available as Markdown (append .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.

Building on BankSync? Start here

Getting started

Set up BankSync and sync your first data in minutes.

Getting Started with BankSync

Connecting banks

Link bank, card, and investment accounts by region and provider.

Bank feeds

Stream transactions, balances, holdings, trades, and loans to your tools.

Tables

Store synced data inside BankSync: typed or custom datasets you can edit, chart, and query.

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.

Ask Penny

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.

Apps

Build a product on BankSync: register an app, take installs through the connect link, and receive signed events.

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.