Every client's bank data in one client list.
Each client connects their own bank and shares their workspace with you, and every client sits in one client list. Free for bookkeepers, accountants, planners and advisers; the client pays by default.
ClientsMulti-client bank feeds let one firm collect transactions, balances and account data from many clients at once. Each client connects their own bank and shares their own workspace, and every client sits in one client list.
Every client in one list
| Job to be done | Sub-accounts (switching) | BankSync (aggregating) |
|---|---|---|
| See every client at once | Switch between accounts, one at a time | One client list with every client |
| Ask an AI across all clients | Export from each account by hand | One API key with scope=family across clients you cover |
| Keep clients isolated | Separate logins, no isolation guarantee | A workspace per client; either side can stop sharing |
| Per-client permissions | None | The client chooses editor or viewer for you |
| Where the data lands | One spreadsheet per account | Sheets, Excel, Notion or Airtable, per client |
| Billing | One bill, many accounts to juggle | Free for you; the client pays, or you cover them |
One AI agent for your entire book
Clients you cover sit under your workspace, so your agent can reason across all of them. Add scope=family to one API key and Claude, Cursor or ChatGPT reads every covered client's data.
Built for every client-services practice
Bookkeepers and accountants
Every client’s transactions in your working papers each week.
See the workflowFinancial planners
Plans built on each client’s real income, spending and debts.
See the workflowFractional CFOs
Cash and spend across every client company.
See the workflowFinancial advisers
Holdings, trades and cash across clients, held-away accounts included.
See the workflowFrequently asked questions
What are multi-client bank feeds?
One practice collects transactions, balances and account data from many clients, each connecting their own bank through regulated open banking. BankSync does this with BankSync for Advisors: each client keeps their own workspace and shares it with you, and every client sits in your client list.
How is this different from sub-accounts?
Sub-accounts are separate logins you switch between, usually locked to one spreadsheet each. In BankSync every client sits in one client list, each keeps their own workspace, and data can land in Google Sheets, Excel, Notion or Airtable.
Who are multi-client bank feeds for?
Bookkeepers, accountants, financial planners, fractional CFOs and financial advisers: any practice that needs ongoing access to many clients’ bank, brokerage or investment data.
Do my clients have to share their bank login with me?
No. Each client authorizes read-only access on their own bank’s consent screen through regulated open banking, and BankSync never stores credentials. Each client’s tokens stay in their own workspace, so stopping one share never affects another.
Can I see all my clients’ data in one place?
Yes. Your client list shows every client and the health of their bank connections. Open a client to work in their workspace with the role they gave you.
How does billing work for multiple clients?
Your advisor workspace is free on every plan, with unlimited clients. By default each client keeps their own workspace on Starter ($5 a month for 1 bank) or Standard ($7 a month for 5 banks) and shares it with you. On Professional, Business or Enterprise you can cover a client from your own bank quota instead.
Do my clients need a BankSync account?
No password to set up. Send a client a request by email, or copy its link and send it yourself. They enter a code sent to their email, confirm they are happy to share with you, connect on their bank’s usual consent screen and answer your questions.
Can AI assistants like Claude or ChatGPT query across all my clients?
Yes, for clients you cover. Use one API key from your workspace and pass scope=family on supported endpoints, and the MCP server reads across them. In a workspace a client shares with you, the agent works with the role they gave you.
Which regions and banks are supported?
The US and Canada (Plaid), Australia (CDR via Fiskil, accreditation ADRBNK000246), the UK (Open Banking via Salt Edge) and Europe (PSD2 via Salt Edge), across 11,000+ institutions. Mix regions freely: an Australian client uses CDR, a US client uses Plaid, and both show side by side.
Bring every client into one list
Your advisor workspace is free. Add a client, send the request, and their banks appear when they connect.