treasury data api

Live treasury data API for internal models.

For trading shops, finance engineering teams, and operators who want bank data in databases, dashboards, webhooks, API, or AI agents instead of another finance app.

Build with BankSync →API docs

REST APIDatabase destinationsMCP for agents

Create an API key and connect treasury data to internal tools or agents.

global bank coverage

11,000+ institutions, one treasury model.

Connect banks, credit unions, cards, loans, brokerages, and retirement providers across the US, Canada, Australia, the UK, and Europe through regulated data providers.

US banks →Canadian banks →Australian CDR →UK open banking →European PSD2 →Brokerages →

why teams switch

Skip the export layer without the weekly rebuild.

If your treasury model lives in code, a warehouse, or an internal dashboard, spreadsheets are not the integration surface.

Models need structured data

Balances, accounts, transactions, holdings, and sync jobs should be queryable.

Ops needs observability

Sync status, history, and failures matter when treasury feeds power internal systems.

Teams need choices

Use REST, Postgres, MySQL, MongoDB, webhooks, or MCP depending on the workflow.

the treasury flow

Build your pipeline once.

Use BankSync for regulated source connections and push the normalized data into your own stack.

Connect sources

Banks, brokerages, cards, and loans connect through provider-hosted consent.

Shape data

Normalize accounts, balances, holdings, transactions, and labels.

Choose interface

Send data to API, database, webhook, dashboard, or MCP.

Monitor jobs

Track sync history and health instead of guessing when data changed.

Treasury widgets built from synced bank balances

the consolidated cash position

what stays live

API-ready treasury data not just transactions.

Build internal systems on source data your finance team can trust.

Accounts

Institution, account, entity, type, and status metadata.

Balances

Current and available balances for cash, cards, loans, and brokerage accounts.

Transactions

Detailed account movement for reconciliation and cash analytics.

Holdings and trades

Portfolio and brokerage data where supported by the institution.

Sync jobs

Operational history, statuses, and monitoring signals.

Agent context

MCP lets approved AI agents query finance context when your team chooses.

built for your stack

Pipe it your way.

Use the interface that matches your treasury system, not the other way around.

Databases

Database destinations

Write treasury data to Postgres, MySQL, or MongoDB.

Learn more →

Webhooks

Trigger downstream workflows when new data lands.

Learn more →

MCP

MCP and AI agents

Give approved agents secure finance context through BankSync MCP.

Learn more →

docs and proof

Go deeper when you need to. Real product proof.

Treasury buyers need proof. These product docs show the connection, mapping, integration, API, and security surfaces behind the page.

Read-only bank connections. BankSync cannot move money.
Customer banking data is not used inside the BankSync Boundary to train AI.
Field mapping lets your model keep its own schema.

API docs

API reference

Explore the BankSync API surface for resources, auth, responses, and errors.

Learn more →

Auth docs

Authentication

Create keys and authenticate internal tools cleanly.

Learn more →

MCP docs

MCP overview

Connect AI agents to BankSync with a controlled finance context layer.

Learn more →

DB docs

Database integrations

Send feed data into Postgres, MySQL, or MongoDB destinations.

Learn more →

good questions

Treasury FAQs

Does BankSync have a treasury data API?+

Yes. BankSync exposes bank and feed data through API-oriented product surfaces and can also write to databases, webhooks, and MCP-connected agents for internal treasury systems.

Can I send bank balances to a database?+

Yes. BankSync supports database destinations for Postgres, MySQL, and MongoDB, so finance and engineering teams can build internal dashboards and workflows on normalized treasury data.

Can BankSync support multiple banks and entities?+

Yes. BankSync is designed for many accounts across banks, cards, brokerages, loans, and entities. You can tag accounts by entity, fund, purpose, or workflow so each feed lands cleanly in your model.

Does BankSync move money?+

No. BankSync uses read-only financial data connections. It syncs balances, transactions, holdings, trades, and loans into your tools, but it cannot initiate transfers or move funds.

Is our banking data used to train AI?+

Customer banking data is not used inside the BankSync Boundary to train AI models. If you connect your own AI tool through API or MCP, that external tool has its own terms and settings.

keep the model