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

Build templates, widgets and apps that people install into their own workspace, then publish them to the marketplace.

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.

Automations

Automate what happens when a bank, a feed, a table or a support case changes: build, publish and approve automations.

Dashboards

Build charts, KPIs, and tables from your synced financial data, then publish and embed them.

Widgets

Add, bind and style the widgets on a dashboard: every chart type, KPIs, tables, layout and custom widgets.

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.

Marketplace

Install templates, apps and widgets from creators, publish your own, and find an accountant or bookkeeper in the directory.

Document Extractor

Turn receipts, invoices, and bank statements into structured data with AI.

Enrichments

Clean, categorize, and enrich your financial data automatically.

Advisors

Free for advisers, planners, CFOs and bookkeepers: ask clients for their bank data and keep every client in one list.

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.