Connect a bank. Sync it anywhere.
The whole platform, one flow. Link your accounts once, map the fields you care about, and BankSync keeps your spreadsheets, Notion, dashboards and AI agents fresh — read-only and automatic. Pick a product below to see exactly how each piece works.
free for 14 days, set up in two minutes
Pick a product. Watch the flow.
Connect your bank, brokerage or crypto exchange once. Map fields, pick a schedule, and your spreadsheet or Notion workspace updates itself, then build dashboards, ask Penny, or wire it all into your own agent.
Connect your banks & investments
Connect securely to 11k+ bank, brokerage, and retirement accounts across the United States, Canada, Australia, the UK, and Europe with just a few clicks. Our open finance integrations keep your data protected while giving you a complete view of your finances.
Build & configure your feed
Design your perfect financial command center in Notion, Airtable, Google Sheets, or Excel™, or start from one of our expertly crafted templates. Then map your transactions, balances, holdings, and subscription data to the columns that matter, no technical skills required.
Sheets
Notion
Airtable
ExcelSchedule your import
Set it and forget it with automatic syncing on your schedule. Your financial data updates daily, weekly, or whenever you choose, for always-current insight into spending, balances, and portfolios without tedious manual data entry.
Choose your destination
Send parsed receipts straight into Notion, Airtable, Google Sheets, or Excel™. Pick the database/table and folder where PDFs should live before data lands in rows.
SheetsNotionAirtableExcelMap receipt fields
Map totals, tax, vendor, and line items to your columns. Itemize per row when you need granular SKU-level exports, or keep it single-row for summaries.
Forward or upload
Each extractor gets a secure inbox email address. Forward receipts directly or set up filters to auto-forward invoice emails from vendors, or drag-and-drop PDFs manually. Files are stored in your Google Drive folder while parsed data flows into your sheet or database.
Categorize it, and keep the junk out
Rulesets set fields from your own if/then conditions, with nested AND/OR logic, regex and is-any-of lists. Lookup tables map hundreds of vendors to GL codes from a pasted CSV. And guards decide what lands at all: filters drop pending or $0 noise, the duplicate screen catches look-alikes, the transfer matcher pairs money moving between your own accounts, and splits break payroll into lines that add up to the cent.
It remembers your edits
Memory records the corrections you make in your own sheet or database and replays them, with exact pattern matching plus fuzzy merchant matching for location variants. Whatever is still empty after that, AI can fill: categories from your taxonomy, and clean merchant names from raw bank descriptors. Anything below your confidence threshold waits in a review queue instead of being guessed at, and your decision there teaches Memory.
Get notified when it matters
Alerts fire by email, Slack or webhook when records match your conditions, with a cooldown so they never become noise. Beyond single records, BankSync watches whole periods and your pipeline itself: budget thresholds, subscription price hikes and missed charges, bank-fee creep, unusual merchants and spending bursts, and feeds that stop producing records. A scheduled digest sums it all up.
Build your finance command center
Drag KPI cards, charts, allocation donuts and tables onto a flexible grid. Each widget reads the same data BankSync already syncs, so your net-worth, spending and portfolio views stay current without a single formula.
Charts on top of every data source
Widgets don't just read your bank feeds; they read straight from wherever your data already lives. Point a widget at a Notion database, a Google Sheet, an Airtable base, or your own Postgres / MySQL database, and BankSync renders it live. One canvas over every source.
Embed any widget, anywhere
Your data stays in the tools you already use. Drop a live BankSync widget into a Notion page, your own app, or a client portal, and it keeps itself up to date with no charting code to maintain.
Ask anything about your money
Penny reads your live accounts and answers in plain English, with the right chart rendered inline, not a wall of text. No exports, no query language, no setup.
Answers from your real data, never made up
Penny is wired into the same sources that power your dashboards: your bank feeds plus Notion, Google Sheets, Airtable and your own Postgres database. Every answer is grounded in live, workspace-scoped data, with nothing leaving your workspace and nothing used to train models.
It builds dashboards for you
More than a chatbot. Ask Penny to pin a widget to a dashboard, set up a new sync feed, or categorize a batch of transactions, and she drives the app for you, asking for confirmation before anything changes and logging every action.
Connect your bank accounts
Link any of 11,000+ banks, brokerages, and retirement accounts. BankSync securely fetches your transactions, balances, holdings, trades, and loans, ready for any AI agent to query.
Add BankSync to your agent
Drop a single config snippet into your agent. Works with Claude, Cursor, ChatGPT, VS Code, Windsurf, and 40+ other agents.
claude_desktop_config.json
{
"mcpServers": {
"banksync": {
"command": "npx",
"args": ["-y", "@banksync/mcp"],
"env": {
"BANKSYNC_API_KEY": "YOUR_API_KEY"
}
}
}
}+ 31 more tools
Ask anything about your finances
Your AI agent calls BankSync's MCP tools automatically to answer questions with real data, no copy-pasting, no exports, no manual queries.
Install in one line
Install with one command: a self-contained native binary with no Node or runtime to manage, then log in with an API key. Update any time by re-running the installer, so you are always on the latest command surface.
❯ curl -fsSL https://banksync.io/install.sh | sh
❯ banksync login --api-key bsk_...
✓ Logged in to workspace acme
Every command reads like a sentence
Noun-verb grammar that mirrors gh and stripe. Pick a resource, pick a verb, and pipe the rest. Designed tables on a terminal, stable JSON the moment you pipe it.
Watch it run
Pull transactions, list feeds with status glyphs, or trigger a sync and watch it finish live. Clean stdout means humans and AI agents get exactly what they expect.
Spin up a portal for every client
Create a named portal for each client in seconds. Pick an icon, send them an email invite, and they get their own workspace, branded, isolated, and rolled up into yours. No new subscription. No shared logins. No extra seats to manage.
Your client connects their own bank
Your client clicks the invite, signs in, and connects their bank through the same regulated open-banking flow you'd use. Their consent is theirs. Their tokens live on their portal, not your workspace. Revocation is granular and clean.
See every client in one dashboard
Every connected bank rolls up into your unified family view, tagged by portal, filterable, exportable. Set per-client capability caps, watch reconnection badges, and let AI agents query across every portal with one API key.
want the whole story?
Explore Bank Feeds →Now try it on your own accounts.
Free for 14 days. Cancel anytime, set up in two minutes.