For Bookkeepers

Reconcile every client, every week.

Run a 10-client bookkeeping practice from one dashboard. Each client gets their own isolated portal, syncs their bank weekly via regulated open banking, and rolls up into your unified view ready to reconcile. One subscription, one workflow, every client.

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🏢Acme Co · Banks3

Chase Operating$12,450

Wells Payroll$8,200

Amex Card$1,840

The bookkeeper's bottleneck

Growing a bookkeeping practice isn't a skill problem. It's an admin problem.

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Weekly reconciliation hell

Every Monday: 10 clients, 10 bank logins, 10 CSV exports, 10 categorization passes. By Friday you're behind. Next Monday it starts again.

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The missing-receipt loop

"What was this $284 charge?" — you text the client. They forget. You text again. They send a receipt that doesn't match. Repeat across every client, every week.

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Practice growth = chaos

You want to take on 5 more clients. But each client doubles your admin overhead. You hit a ceiling not because of skill — because of logistics.

The weekly bookkeeping workflow with Portals

Monday morning, every client's bank data is already in your sheet.

New bookkeeping client signs

Create a portal: emoji, name, email. They get a branded invite immediately.

They connect their bank in 2 minutes

Through Plaid/CDR/PSD2 — their consent, their tokens, never visible to your firm.

Set a weekly sync schedule

Every Monday at 6am, BankSync pulls the prior week's transactions into your sheet.

Reconcile + chase exceptions

Use Enrichments to auto-categorize. Only the genuinely ambiguous transactions need your eyes.

Month-end close

Run a month-end feed into Xero/QBO. Or generate P&L straight from BankSync data in your spreadsheet.

Why bookkeepers pick BankSync

One portal per client

Each bookkeeping client gets their own isolated workspace. They connect their bank once; you never touch their credentials.

Weekly auto-sync

Set a weekly schedule per portal. Every Monday morning, every client's bank data is in your spreadsheet ready to reconcile.

Pair with Document Extractor

Forward receipts and invoices to each portal's email inbox. AI parses every field; the row lands next to the matching transaction.

Per-client capability caps

Stop a client accidentally connecting six personal accounts. Set a maxBanks of 2 on their portal and they can't exceed it.

Scale without per-seat charges

One subscription. 10 clients, 30 clients, 100 clients — your plan covers them all. Family quota pools across portals.

Drop into Xero, QBO, or Sheets

Use BankSync as your bank-data pipe. Feed Google Sheets working papers, push to Xero via API, or pivot in Notion. Your stack, your rules.

Bookkeeper FAQs

How is BankSync different from Hubdoc, Dext, or AutoEntry?

Hubdoc/Dext/AutoEntry are receipt and document OCR tools — they're great at turning a PDF receipt into a structured row in Xero/QBO. BankSync is bank-data infrastructure: we pull regulated open-banking transactions, balances, holdings, and trades directly from the bank. The two pair well: BankSync gives you the transaction; Document Extractor gives you the receipt; the row in your sheet has both.

Can I run this alongside Xero or QuickBooks?

Yes. Most BankSync bookkeepers don't replace their ledger — they use BankSync to populate working-paper spreadsheets and Notion dashboards that sit beside Xero/QBO. If you want raw data pushed into Xero, you can integrate via our API. The Portals model means you don't need 10 separate Xero bank-feed setups.

How often does BankSync sync bank data?

As often as every 15 minutes, or on any custom schedule (hourly, daily, weekly, monthly). Most bookkeeping clients are configured for daily or weekly sync — frequent enough for reconciliation but light on the bank-side rate limits.

What happens to historical data when a portal is deleted?

When you delete a portal, BankSync revokes the provider tokens immediately and soft-deletes the workspace. After 30 days the data is fully purged. Any historical data you've already exported to your spreadsheet, Xero, Notion, or Airtable is yours to keep — bank-data infrastructure is one-way out by design.

Can a client see what I'm doing in their portal?

Portal members (clients) only see their own portal. They cannot see your parent workspace, other portals, or even know who else you bookkeep for. Your edits to their portal (renaming, member changes, feed setup) aren't visible in their UI unless you choose to share them.

How do I onboard 10 clients at once?

Create portals individually — each takes about 30 seconds. You can email the same portal-invite template manually, or batch through the API. We're working on a bulk-invite UI for the next release; until then a small script + the API handles 50+ clients in minutes.

What about cash-basis clients with no bank connection?

Portals still help. Create the portal, but instead of bank connections use Document Extractor to ingest their statements, receipts, and invoices. The portal still gives you per-client isolation and a unified rollup view.

Take Monday morning back

14-day free trial. No card. Onboard your first 3 clients before lunch.

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