Connect a bank. Sync it anywhere.
Link your accounts once, map the fields, and BankSync keeps your spreadsheets, Notion, tables, dashboards, automations and AI agents current, read-only. Pick a product below to see how.
14-day free trial. Cancel anytime.
Three little steps.
- 01
Connect your bank
Any of 14,000+ banks, brokerages and crypto exchanges, on your bank's own read-only consent screen.
- DateA · DateMerchantB · DescriptionAmountC · AmountCategoryD · Category
- 03
Let it sync
Hourly, daily or weekly, or on demand. Every run and retry is on the record.
HourlyDailyWeeklyNext runTomorrow, 6:00amLast run● 3 new rows, 6:02am
A bank feed, start to finish.
Pick a product. Watch the flow.
- 01
Connect your banks & investments
Connect 14k+ bank, brokerage and retirement accounts across the US, Canada, Australia and the UK, read-only.
- 02
Build & configure your feed
Pick Notion, Airtable, Google Sheets or Excel, or a template, then map transactions, balances and holdings to columns.
- 03
Schedule your import
Syncs run hourly, daily or weekly, so balances, spending and portfolios stay current without manual entry.
- 01
Choose your destination
Send parsed receipts to Notion, Airtable, Google Sheets or Excel, and pick where the PDFs live.
- 02
Map receipt fields
Map totals, tax, vendor and line items to your columns, one row per item or per receipt.
- 03
Forward or upload
Forward receipts to the extractor’s inbox address or upload PDFs; files land in Google Drive, rows in your sheet.
- 01
Categorize it, and keep the junk out
Rulesets, lookup tables, filters, duplicate and transfer guards, and splits decide what lands and how it is labelled.
- 02
It remembers your edits
Memory replays your corrections, AI fills what is still empty, and low-confidence rows wait in a review queue.
- 03
Get notified when it matters
Alerts fire by email, Slack or webhook for matching records, budgets, subscriptions, feed health and digests.
- 01
Build your finance command center
Drag KPI cards, charts and tables onto a grid that reads the data BankSync already syncs.
- 02
Charts on top of every data source
Point a widget at Notion, Google Sheets, Airtable or your own Postgres or MySQL and it renders live.
- 03
Embed any widget, anywhere
Drop a live widget into a Notion page, your own app or a client-facing site.
- 01
Keep the data in BankSync
Pick BankSync Table as the destination and the table, columns and mapping are created for you.
- 02
Work in a grid you can actually edit
Sort, filter, group and edit cells in place; your own columns and edits survive the next sync.
- 03
Chart it, ask it, or call it
Chart any table, ask Penny about it, or read and write its rows over REST and MCP.
- 01
Start from a template, or a blank canvas
Sixteen templates name their trigger and steps before anything runs: balance alerts, failed deliveries, digests, re-runs.
- 02
Wire the steps on the canvas
Branches, loops, AI steps, table writes, feed runs and notifications, each a card the builder validates as you draw.
- 03
Dry-run, publish, and keep the receipts
Dry-run on sample data, publish an immutable revision, and every run lands in the history without payloads. In early access.
- 01
Ask anything about your money
Penny reads your live accounts and answers in plain English with the right chart inline.
- 02
Answers from your real data, never made up
Answers come from your bank feeds, Notion, Google Sheets, Airtable and Postgres, workspace-scoped and never used for training.
- 03
It builds dashboards for you
Ask Penny to pin a widget, set up a feed or categorize transactions; she confirms before changing anything.
- 01
Connect your bank accounts
Link your banks and brokerages; transactions, balances, holdings, trades and loans are ready for your agent.
- 02
Add BankSync to your agent
Drop one config snippet into Claude, Cursor, ChatGPT, VS Code, Windsurf or 40+ other agents.
- 03
Ask anything about your finances
Your agent calls BankSync’s MCP tools to answer with real data, no exports or copy-pasting.
- 01
Install in one line
One command installs a native binary with no Node to manage; log in with an API key.
- 02
Every command reads like a sentence
Noun-verb commands like gh and stripe: tables in a terminal, stable JSON when you pipe.
- 03
Watch it run
Pull transactions, list feeds, or trigger a sync and watch it finish live.
- 01
Add a client and send a request
Add a client to your list, then send the request by email or copy its link and send it yourself.
- 02
Your client connects their own bank
Your client enters the code we email them, confirms they are happy to share with you and connects on their bank’s usual consent screen.
- 03
Every client in one list
Clients who share their own workspace sit beside clients you cover from your plan. The client list is free on every plan.
