BankSync

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Business finance templates

Business finance templates for Notion, Google Sheets, Excel and BankSync dashboards — kept up to date from your bank automatically.

Business finance templates

  • Invoices & Getting Paid

    Who owes you, what is overdue, what comes in when, and who pays late: paid comes from your bank.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Team Card Spend

    Every team card against its limit, who spends on what, and the receipts still missing.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Business Finance OS

    Your business’s profit, cash and costs, live from the bank — by entity.

    By BankSyncVerified by BankSync
    • Dashboard
    • Bank feed
    • Table
    • Enrichment