Connect 10k+ banks across the US & Canada. Automatically sync transactions, balances, holdings, trades, loans & receipts.
In just a few clicks, you can sync your financial data to your favourite tools and start automating your budget.
Connect securely to 10k+ bank, brokerage, and retirement accounts across the United States and Canada with just a few clicks. Our open finance integrations ensure your data remains protected while giving you a complete view of your finances.
Design your perfect financial command center. Whether you prefer to build your own dashboard in Notion, Airtable, or Google Sheets™, or use one of our expertly crafted templates, you'll have a system that perfectly fits the way you track cash flow and investments.
View our templates
Google Sheets
Notion
AirtableTake control of your data with our intuitive mapping interface. Easily customize how your transactions, balances, holdings, and subscription data appear in your financial dashboard—no technical skills required.
Set it and forget it with automatic syncing on your schedule. Your financial data updates daily, weekly, or whenever you choose, giving you always-current insights into spending, balances, and portfolios without tedious manual data entry.
Get started nowSend parsed receipts straight into Notion, Airtable, or Google Sheets™. Pick the database/table and folder where PDFs should live before data lands in rows.
View integrationsSheetsNotionAirtableMap totals, tax, vendor, and line items to your columns. Itemize per row when you need granular SKU-level exports, or keep it single-row for summaries.
Each extractor gets a secure inbox email address. Forward receipts directly or set up email filters to automatically forward invoice emails from vendors. You can also drag-and-drop PDFs or upload files manually. Files are stored in your Google Drive folder while parsed data flows into your sheet or database.
From transactions to balances, holdings, loans to receipts & invoices — automatically extract and sync everything to your favorite tools.
From Marketers to Software Developers, Entrepreneurs to Small Business Owners. See what our users are saying about BankSync and how it has helped them manage their finances.
"I was spending 1-2 hours every weekend manually entering transactions. BankSync completely automated this — I got my weekends back!"
Sarah M.
Marketing Manager
"Found $280 in subscription charges I forgot about in my first week. BankSync paid for itself immediately."
Michael R.
Software Developer
"Love using my existing Notion setup! No need to learn new software — BankSync just makes my current system work better."
Amanda K.
Small Business Owner
Learn how to get the most out of your financial data with our expert guides on budgeting, transaction management, and personal finance tracking.
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Connect your bank and investment accounts to Notion, Airtable, and Google Sheets. Automatically sync transactions, balances, holdings, loans, and receipts. Never enter data manually again.
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