Sync CloudBank 24/7 to Sure
BankSync may support connections to CloudBank 24/7 accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.
How to sync CloudBank 24/7 to Sure
Search for CloudBank 24/7 in BankSync
Sign up for BankSync and, if CloudBank 24/7 is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Sure
Authorise BankSync to write data to your Sure workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported CloudBank 24/7 fields supplied by the provider to columns in Sure.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from CloudBank 24/7 to Sure
Transactions
Sync available CloudBank 24/7 transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported CloudBank 24/7 accounts.
Holdings
Sync supported investment positions, quantities, and market values from CloudBank 24/7.
Trades
Sync supported investment trade and activity history from CloudBank 24/7.
Loans
Sync supported loan balances and provider-supplied liability details from CloudBank 24/7.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Sure.
Custom Field Mappings
Map any CloudBank 24/7 field to any column in Sure — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync CloudBank 24/7 with Sure?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure in minutes.
Get Started FreeSync CloudBank 24/7 somewhere else
The same CloudBank 24/7 connection can feed any of these destinations.
- Sync CloudBank 24/7 to Actual Budget
- Sync CloudBank 24/7 to Airtable
- Sync CloudBank 24/7 to Firefly III
- Sync CloudBank 24/7 to Google Sheets
- Sync CloudBank 24/7 to Home Assistant
- Sync CloudBank 24/7 to Microsoft Excel
- Sync CloudBank 24/7 to MongoDB
- Sync CloudBank 24/7 to MySQL
- Sync CloudBank 24/7 to Notion
- Sync CloudBank 24/7 to PostgreSQL
- Sync CloudBank 24/7 to Securo
- Sync CloudBank 24/7 to SimpleFIN
Other banks that sync to Sure
Institutions in the same market that can also route account data to Sure.
- Sync Chase to Sure🇺🇸 United States
- Sync American Express to Sure🇺🇸 United States
- Sync Capital One to Sure🇺🇸 United States
- Sync Wells Fargo to Sure🇺🇸 United States
- Sync Citibank Online to Sure🇺🇸 United States
- Sync Fidelity to Sure🇺🇸 United States
- Sync Bank of America to Sure🇺🇸 United States
- Sync Charles Schwab to Sure🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of CloudBank 24/7 or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.