Modern Business Associates
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Sync Modern Business Associates to Airtable

BankSync may support connections to Modern Business Associates accounts through third-party open banking providers, then route the supported account data shown below to Airtable. Set up takes under 10 minutes and requires no code.

United StatesBank SyncAvailable

How to sync Modern Business Associates to Airtable

Mapping Modern Business Associates fields into Airtable
map your columns once
1

Search for Modern Business Associates in BankSync

Sign up for BankSync and, if Modern Business Associates is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize Airtable

Authorise BankSync to write data to your Airtable workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported Modern Business Associates fields supplied by the provider to columns in Airtable.

4

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 Modern Business Associates to Airtable

Transactions

Sync available Modern Business Associates transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Modern Business Associates accounts.

Holdings

Sync supported investment positions, quantities, and market values from Modern Business Associates.

Trades

Sync supported investment trade and activity history from Modern Business Associates.

Loans

Sync supported loan balances and provider-supplied liability details from Modern Business Associates.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Airtable.

Custom Field Mappings

Map any Modern Business Associates field to any column in Airtable — 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 Modern Business Associates with Airtable?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Airtable in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of Modern Business Associates or Airtable. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.