BankSync connects Mercer Wealth Solutions to Airtable 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 Mercer Wealth Solutions account through our open banking integration. Your credentials are never stored.
Authorise BankSync to write data to your Airtable workspace. Select the database or sheet where your transactions should land.
Map your Mercer Wealth Solutions transaction fields — date, amount, merchant, category — to the columns in Airtable however you like.
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
Full transaction history from Mercer Wealth Solutions including date, amount, merchant, and category.
Current and available balances for all your Mercer Wealth Solutions accounts, updated on every sync.
Account names, numbers, and types so you can filter and organise data in Airtable.
Merchant names and category codes for richer transaction context.
Map any Mercer Wealth Solutions field to any column in Airtable — 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 Airtable in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Mercer Wealth Solutions or Airtable. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.
