Transform Transactions During Every Sync
Rules auto-categorize, Memory remembers your edits, and Alerts notify you via email, all running automatically in your sync pipeline.
Transactions are matched against your conditions automatically
Your Data, Your Rules.
Stop manually categorizing every transaction. Let enrichments do the heavy lifting while you focus on what matters.
Set It and Forget It
Rules run automatically every sync. Once configured, your transactions are categorized, tagged, and organized without any manual intervention.
Remembers Your Edits
Memory records your corrections and replays them in future syncs. Exact matching for recurring merchants, fuzzy matching for location variants.
Never Miss a Beat
Get instant alerts when transactions match your conditions. High-value charges, unusual patterns, or specific merchants, delivered where you work.
Powerful Enrichment Features
Everything you need to transform raw bank data into organized, actionable information.
Rules Engine
Build if/then conditions to auto-categorize transactions. Supports nested AND/OR groups for precise matching.
Memory
Remembers your edits in the destination. Exact pattern hashing and fuzzy merchant matching apply your corrections automatically.
Alerts
Notify via email when transactions match conditions. Cooldown prevents alert fatigue.
Condition Builder
Visual builder for complex conditions with nested AND/OR groups, field-aware operators, and regex support.
Drag-and-Drop Pipeline
Reorder enrichments in a grid to control execution order. Memory runs first, then Rules, then Alerts.
Execution Summaries
See which enrichments fired, how many records matched, field breakdowns, and tier-level stats in job history.
Use Cases
Enrichments work with any feed type and destination.
- ●Auto-categorize transactions for budgeting in Notion
- ●Get email alerts for large or suspicious charges
- ●Memory remembers vendor categories from your manual edits
- ●Route different rules to different bank feeds
How it works
- 1
Create an enrichment (Rule, Memory, or Alert)
- 2
Configure conditions and actions with the visual builder
- 3
Assign to specific feeds or all feeds in your workspace
- 4
Drag-and-drop to set pipeline order; syncs handle the rest
Enrich Your Bank Feed Data Automatically
Enrichments pair perfectly with Bank Feeds and Document Extractor. Auto-categorize synced transactions and get alerts on extracted receipts.
Frequently asked questions
What are enrichments in BankSync?
Enrichments are processing steps that run during every sync. They include Rules (auto-categorization via if/then conditions), Memory (remembers your edits and auto-fills fields), and Alerts (notifications via email). They transform and annotate your financial data as it syncs.
How do Rules work in BankSync?
Rules use if/then conditions with a visual builder. You define conditions (e.g., "if description contains STARBUCKS") and actions (e.g., "set category to Dining"). Rules support nested AND/OR condition groups for complex logic and run during every sync automatically.
What is Memory and how does it work?
Memory records edits you make in your destination (Notion, Airtable, Google Sheets). It builds two tiers of matching: exact pattern hashing for identical transactions (Tier 1), and fuzzy merchant matching for similar merchants like different Starbucks locations (Tier 2). Only one Memory enrichment per workspace is allowed.
What notification channels do Alerts support?
Alerts can send notifications via email. You configure conditions just like Rules, and alerts fire when matching transactions appear during sync. Cooldown settings prevent alert fatigue from repeated notifications.
Can I control the order enrichments run?
Yes. Enrichments are drag-and-drop reorderable in a grid. The pipeline runs Memory first (to apply saved patterns), then Rules (to apply explicit categorization), then Alerts (to notify on final results). You can customize this order by dragging cards.
Can I apply enrichments to specific bank feeds?
Yes. Each enrichment can be scoped to specific feeds or applied to all feeds in your workspace. This lets you have different categorization rules for personal vs. business accounts, or different alert thresholds per account.
How do I see what enrichments did during a sync?
Every sync job includes execution summaries showing which enrichments fired, how many records each processed, per-field breakdowns, tier-level match counts for Memory, and alert dispatch status. You can review these in your job history.
Start enriching your financial data today
Set up your first Rule, Memory, or Alert in minutes. No code required.