BankSync connects CBC Retirement Partners - Participant to Notion via secure open banking APIs, automatically syncing transactions, balances, and account data in real time. Set up takes under 10 minutes — no coding required.
Sign up for BankSync and securely link your CBC Retirement Partners - Participant account through our open banking integration. Your credentials are never stored.
Authorise BankSync to write data to your Notion workspace. Select the database or sheet where your transactions should land.
Map your CBC Retirement Partners - Participant transaction fields — date, amount, merchant, category — to the columns in Notion however you like.
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
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Full transaction history from CBC Retirement Partners - Participant including date, amount, merchant, and category.
Current and available balances for all your CBC Retirement Partners - Participant accounts, updated on every sync.
Account names, numbers, and types so you can filter and organise data in Notion.
Merchant names and category codes for richer transaction context.
Map any CBC Retirement Partners - Participant field to any column in Notion — fully configurable.
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Notion in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of CBC Retirement Partners - Participant or Notion. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.
