BankSync connects Oak Associates Funds to Zapier 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 Oak Associates Funds account through our open banking integration. Your credentials are never stored.
Authorise BankSync to write data to your Zapier workspace. Select the database or sheet where your transactions should land.
Map your Oak Associates Funds transaction fields — date, amount, merchant, category — to the columns in Zapier 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 Oak Associates Funds including date, amount, merchant, and category.
Current and available balances for all your Oak Associates Funds accounts, updated on every sync.
Account names, numbers, and types so you can filter and organise data in Zapier.
Merchant names and category codes for richer transaction context.
Map any Oak Associates Funds field to any column in Zapier — 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 Zapier in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Oak Associates Funds or Zapier. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.
