# BankSync

BankSync is a financial data platform that connects 10,000+ banks, brokerages, and investment accounts to productivity tools and AI agents.

## What BankSync does

BankSync lets users:
- Automatically sync bank transactions, balances, and account data to Google Sheets, Notion, Airtable, and Microsoft Excel
- Connect AI agents (Claude, Cursor, ChatGPT, Windsurf, VS Code Copilot, and others) to real-time bank data via an MCP (Model Context Protocol) server
- Extract and manage receipts via OCR
- Track investment holdings, trades, loans, and mortgages across multiple accounts

## How it works

BankSync connects to banks through certified open banking APIs (Plaid in the US/Canada, Basiq in Australia/New Zealand). Banking credentials are never stored by BankSync. Users authorise read-only access, and BankSync syncs the data on a configurable schedule (as frequent as every 15 minutes).

The BankSync MCP server is available at https://mcp.banksync.io. AI agents authenticate with an X-API-Key header using a BankSync API key.

## Supported regions

- United States and Canada: live, full availability
- Australia and New Zealand: waitlist
- Europe: waitlist

## Key pages

- https://banksync.io — homepage
- https://banksync.io/banks — directory of 10,000+ supported banks and financial institutions
- https://banksync.io/banks/[slug] — individual bank pages with supported data types, account types, and setup guides
- https://banksync.io/sync/[bank]-to-[integration] — step-by-step guides for syncing a specific bank to a specific tool (Google Sheets, Notion, Airtable, etc.)
- https://banksync.io/agent/[bank]-with-[agent] — guides for connecting a specific AI agent to a specific bank via MCP
- https://banksync.io/agents — directory of all supported AI agents (Claude, Cursor, ChatGPT, Windsurf, etc.)
- https://banksync.io/integrations — directory of all supported destination tools
- https://banksync.io/pricing — pricing plans (free trial available, paid plans from $7/month)
- https://banksync.io/developers/mcp-tools — full MCP tool reference for developers
- https://banksync.io/guides — setup and how-to guides

## Data types supported

Depending on the bank, BankSync can sync:
- Transactions (date, amount, merchant, description, category, account)
- Account balances (current and available)
- Account details (name, type, masked number)
- Investment holdings and portfolio positions
- Investment trades (buy/sell/dividends)
- Loan and mortgage balances
- Credit card transactions and balances

## MCP tools (for AI agents)

BankSync exposes tools for listing accounts, fetching transactions with filters, getting balances, retrieving investment holdings and trades, and accessing loan details. All tools support natural language queries via the agent's interface.

## Company

BankSync is operated by Flagbase. Support: support@banksync.io
Twitter/X: @banksynchq