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BankSync

Your Business Runs on Airtable. Your Finances Should Too.

Sync bank transactions into the Airtable base where your clients and projects already live, and link each one to a client, project or invoice.

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Chase Checking and Amex Gold, synced at 6:02am into the Finances base.

Set it up once. Then forget about it.

  1. 01

    Connect your bank

    Any of 14k+ banks, read-only, through your bank’s own consent screen.

    ChaseRead-only
    American ExpressRead-only
    ConsentBank’s own screen
  2. 02

    Pick a base and table

    Grant the bases BankSync may see, pick Base then Table, and map the fields.

    MerchantDescription · Text
    AmountAmount · Currency
    CategoryCategory · Single select
    DateDate · Date
    AccountAccount · Link
  3. 03

    Pick a schedule

    Hourly, daily or weekly. Airtable automations run when new transactions land.

    HourlyDailyWeekly
    Next runTomorrow, 6:00am
    Last run● 3 new rows, 6:02am

What lands in your base.

Description
The description the bank gives the transaction. Whole Foods Market
Amount
Signed, in the account’s currency: money out is negative. -$86.42
Category
A spending category you can filter, group and chart by. Groceries
Date
The day the bank posted the transaction. 10/19/2026
Account
The account the row came from, so several banks share one table. Amex Gold
Map them onto the fields you already have, then link each record to a client, project or invoice. One record per transaction, keyed so a re-sync never writes it twice.

Your base is one stop. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

What an Airtable feed carries.

Data
Transactions, balances, trades, holdings and loans, one data type per feed, chosen per account.
Where it writes
Only the bases you grant, in the table you pick per feed.
Schedule
Hourly, daily or weekly depending on plan, or on demand.
Access
Read-only, authorised on your bank’s own consent screen. BankSync never stores your bank login and cannot move money.
In your base
Group by category, filter by date and chart it in Airtable. Share the base, assign expenses for review and add comments.
Setup guide
Airtable integration docs

How much history you can backfill, by market

Maximum transaction history and consent renewal period by market
MarketTransaction historyAccess renewal
AustraliaUp to 2 yearsRe-authorize every year
United States and CanadaUp to 2 yearsNo scheduled re-authorization
United KingdomUp to 60 daysRe-authorize every 180 days

Brokerage accounts carry investment activity instead of a transaction feed, going back up to 5 years.

Each market’s open banking rules and the bank’s consent set these ceilings, not your BankSync plan. How far back a given bank goes still varies, and a multi-year first sync can take a while.

Questions, answered.

Is the bank connection read-only?

Yes. BankSync can only read your data; it cannot move money, change settings or passwords, trade, or apply for products. You sign in inside the provider’s own window (Plaid, Fiskil or SnapTrade), so BankSync never sees or stores your bank password.

How often does BankSync sync to Airtable?

Pick Hourly, Daily, Weekly or Manual on the feed’s Schedule tab; Free and Starter run weekly, Standard adds daily, and Professional and above unlock hourly. “Sync Now” works on every plan, and rows appear in Airtable once the provider has the data.

What bank data can I sync to Airtable?

Transactions, balances, investment trades, holdings, open orders and loan data, plus receipts, invoices and documents, where the accounts and provider support them. One feed carries one data type, so transactions and balances to Airtable means two feeds, and investment accounts cannot share a feed with checking or savings.

Will re-syncing create duplicate rows in Airtable?

No. Every record is keyed on the provider’s unique id and skipped if already written, so overlapping ranges, retries and back-to-back syncs are safe. Exceptions: two feeds writing the same account deduplicate separately, edited or deleted rows are not re-detected, and re-running a feed from the beginning can duplicate.

How much transaction history do I get on the first sync?

The first run backfills what the bank’s provider returns, and the ceiling is set by the market, not your plan: Australia up to 2 years (Fiskil), United States up to 2 years (MX), United States up to 2 years (Finicity), United States and Canada up to 2 years (Plaid), and United Kingdom up to 60 days (Salt Edge). Individual banks vary, a backfill can reach the rest of that window, and balances, holdings and loans are point-in-time, so their history starts at your first sync.

How do I disconnect a bank, and what happens to the data already in Airtable?

Disconnect from the Banks tab after removing the bank from any feeds that use it. It is a soft delete with a “Reactivate Bank” option for about 30 days; on permanent removal the provider connection is revoked, and data already written to Airtable stays where it is.

Does BankSync categorize transactions before they reach Airtable?

Enrichments fill fields as transactions sync: your rules and learned corrections apply first, and the AI Categorizer fills what is still empty. Merchant Cleanup turns “SQ *BLUE BTL COF 0442 OAK” into “Blue Bottle Coffee”. The AI Categorizer is in beta on Professional plans and above.

Is there a free trial?

All plans include a 14-day free trial. A card is collected at signup, but it is not charged during the trial, and you can cancel before it ends.

Which base and table does BankSync write to?

You authorize BankSync in an Airtable popup and choose which bases to grant; BankSync sees only those. In each feed’s Destination tab pick Base, then Table, and map the fields. If a base is missing, re-run the authorization; existing feeds are not affected.

Start building in Airtable.

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