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BankSync

Sync US bank data to Airtable

Transactions, balances and holdings from any §1033-accessible US bank land in Airtable on a schedule, read-only and mapped to your columns.

Start free trialAll United States options →
Chase Checking and Amex Gold, synced at 6:02am into the Finances base.

US banks to Airtable, in three steps.

  1. 01

    Connect your US bank

    Pick your bank from the list: big banks, neobanks, regionals and brokerages. Authorise read-only access on your bank’s own consent screen.

    ChaseRead-only
    American ExpressRead-only
    ConsentBank’s own screen
  2. 02

    Map fields into Airtable

    Connect your Airtable workspace and map BankSync fields to its columns or properties.

    MerchantDescription · Text
    AmountAmount · Currency
    CategoryCategory · Single select
    DateDate · Date
    AccountAccount · Link
  3. 03

    Save and sync

    Your bank data appears in Airtable on the next run. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

    HourlyDailyWeekly
    Next runTomorrow, 6:00am
    Last run● 3 new rows, 6:02am

Set up Airtable, start to finish.

Pick the base and table, then map bank fields into Airtable views. Filmed with sample accounts.

What lands in your base.

Description
The description the bank gives the transaction. Whole Foods Market
Amount
Signed, in the account’s currency: money out is negative. -$86.42
Category
A spending category you can filter, group and chart by. Groceries
Date
The day the bank posted the transaction. 10/19/2026
Account
The account the row came from, so several banks share one table. Amex Gold
Map them onto the columns you already have, in any order. One row per transaction, keyed so a re-sync never writes it twice.

US banks we support.

Credit unions

All US institutions (8,952)

Browse all 8,952 US banks →

US banks are the start. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

US banks to Airtable, in short.

How
BankSync syncs supported US account data from §1033-accessible banks to Airtable. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time. Connect through the regulated §1033 consent flow; banking credentials are never stored.
§1033
CFPB §1033 Open Banking, regulated by Consumer Financial Protection Bureau (CFPB). The CFPB's §1033 rule gives US consumers a right to share their bank data with third parties of their choice. BankSync routes through Plaid, the most widely-integrated US data provider.CFPB §1033 final ruleFDX standards
Data
Transactions, balances and holdings, where the provider, account type and your consent support them. Relational views of your bank data.
History
United States, Canada, and Australia up to 2 years and United Kingdom up to 60 days.
Other destinations
US → Google SheetsUS → NotionUS → Excel

Questions, answered.

How do I sync US bank data to Airtable?

Sign up for BankSync, connect your US bank via the §1033 consent flow, choose Airtable as the destination, map the fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Which US banks can I sync to Airtable?

Every §1033-accessible institution. That includes the major banks (Chase, Bank of America, Wells Fargo, Citi), neobanks, regional banks, and credit unions.

Is my US banking data safe?

Yes. BankSync only ever holds a scoped, revocable §1033 consent, never your bank credentials. All connections are made through licensed providers (Plaid).

How often does Airtable update?

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Can I sync multiple US banks to the same Airtable workspace?

Yes. Connect as many US institutions as you want; BankSync writes them all into the same Airtable database with an account column so you can filter by bank.

Is BankSync available in the United States?

Yes. BankSync is live in the US, connecting to over 11,000 banks and credit unions via Plaid. You can sync transactions, balances, investment holdings, and loan data into Google Sheets, Notion, Airtable, and Excel.

Does BankSync work with Chase, Bank of America, and Wells Fargo?

Yes. All Big 4 US banks, regional banks, and credit unions are supported through Plaid. Chase, Bank of America, Wells Fargo, Citi, Capital One, and U.S. Bank are all live.

Sync US bank data to Airtable.

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