One cash position across every bank.
Stop opening six portals to answer one question. BankSync consolidates balances, transactions, and brokerage positions into the treasury model, dashboard, or database your team already uses.
Balances, transactions, holdings, trades, and loans flow through one feed system.
11,000+ institutions, one treasury model.
Connect banks, credit unions, cards, loans, brokerages, and retirement providers across the US, Canada, Australia, the UK, and Europe through regulated data providers.
Answer the cash question without the weekly rebuild.
The hard part is not arithmetic. It is collecting the current number from every place cash lives.
Portals fragment the truth
Operating cash, reserve accounts, cards, loans, and brokerage cash all live behind different logins.
Cash has purpose
Operating, payroll, restricted, invested, and reserve balances should not collapse into one untagged total.
Reports need a trail
Boards and auditors need to know where each number came from and when it refreshed.
Consolidate cash once.
Connect institutions once, label accounts by purpose, and let the consolidated position refresh on schedule.
Connect institutions
Link each bank, card, brokerage, and loan provider with read-only access.
Classify accounts
Tag accounts by entity, purpose, currency, and owner.
Choose outputs
Send the consolidated source data to Sheets, Excel, dashboards, databases, or API.
Monitor refreshes
Use sync history to see what updated and what needs attention.
the consolidated cash position
Cash lives in more than checking not just transactions.
A real cash position includes accounts, investments, debt, and movements.
Operating accounts
Checking and savings balances across primary operating banks.
Reserve cash
Savings, money-market, restricted, and payroll-reserve accounts.
Brokerage cash
Cash and positions inside brokerage or investment accounts where available.
Debt and cards
Credit card, loan, mortgage, and credit-line balances alongside cash.
Movement detail
Transactions that explain why the cash position changed.
Entity rollups
Fund, company, department, location, and account-purpose grouping.
Send it your way.
A cash position should be available wherever your team makes decisions.
Go deeper when you need to. Real product proof.
Treasury buyers need proof. These product docs show the connection, mapping, integration, API, and security surfaces behind the page.
- Read-only bank connections. BankSync cannot move money.
- Customer banking data is not used inside the BankSync Boundary to train AI.
- Field mapping lets your model keep its own schema.
Connect a bank
See how read-only bank connections work before you wire treasury data into a model.
Learn more →Create your first feed
Connect accounts, choose a destination, map fields, and run the first sync.
Learn more →Field mappings
Map balances, transactions, holdings, and labels into the schema your model expects.
Learn more →Security
Review read-only access, provider-based auth, encryption, and data-handling details.
Learn more →Treasury FAQs
How do I track cash across multiple banks?+
Can I include brokerage and sweep account positions?+
Can BankSync support multiple banks and entities?+
Does BankSync move money?+
Is our banking data used to train AI?+
Automate the bank data feeding it.
Connect your first treasury feed in minutes, then expand into Excel, Sheets, dashboards, databases, API, or MCP as your team grows.