Connect 10k+ banks, brokerages, crypto exchanges & investment accounts across the US, Canada & Australia. Automatically sync transactions, balances, holdings, trades, loans with enrichments, receipts, & AI agents.
Connect your bank, brokerage or crypto exchange once. Map fields, pick a schedule, and your spreadsheet or Notion workspace updates itself. AI agents query the same data live.
Connect securely to 10k+ bank, brokerage, and retirement accounts across the United States, Canada, and Australia 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 in Notion, Airtable, Google Sheets, or Excel™, or start from one of our expertly crafted templates. Then map your transactions, balances, holdings, and subscription data to the columns that matter, no technical skills required.
View our templates
Sheets
Notion
Airtable
ExcelSet 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, Google Sheets, or Excel™. Pick the database/table and folder where PDFs should live before data lands in rows.
View integrationsSheetsNotionAirtableExcelMap 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.
Build if/then conditions to auto-categorize transactions. Combine nested AND/OR logic for precise matching, no manual sorting needed.
Records your corrections without storing personal data. Exact and fuzzy pattern matching replays your edits automatically on similar transactions.
Get notified via email when transactions match your conditions. Set thresholds for large transactions, specific merchants, or custom categories.
Explore EnrichmentsLink any of 10,000+ banks, brokerages, and retirement accounts. BankSync securely fetches your transactions, balances, holdings, trades, and loans — ready for any AI agent to query.
Drop a single config snippet into your agent. Works with Claude, Cursor, ChatGPT, VS Code, Windsurf, and 40+ other agents.
claude_desktop_config.json
{
"mcpServers": {
"banksync": {
"command": "npx",
"args": ["-y", "@banksync/mcp"],
"env": {
"BANKSYNC_API_KEY": "YOUR_API_KEY"
}
}
}
}+ 29 more tools
Your AI agent calls BankSync's MCP tools automatically to answer questions with real data — no copy-pasting, no exports, no manual queries.
From transactions to balances, holdings, loans to receipts & invoices , automatically extract, enrich, and sync everything to your favorite tools.
Connect Claude, Cursor, ChatGPT, and 40+ AI tools to your real financial data via our MCP server. Ask anything in natural language — with full access controls and audit logs.
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.
Need a Home Depot receipt for your tax audit or expense report? Learn how to find in-store and online purchase receipts, then automate future receipt collection so you never have to search again.
Read Tutorial
Google Sheets bookkeeping templates are great, but they still require manual data entry. Learn how to automate receipt extraction and transaction syncing to transform your static template into a living financial dashboard.
Connect your bank and investment accounts to Notion, Airtable, Google Sheets, and Excel. Automatically sync transactions, balances, holdings, loans, and receipts. Never enter data manually again.
Ask "What did I spend on groceries last month?" or "What's my net worth?" — your AI agent answers with real data from your accounts.
Read-only by default. Scoped API keys per workspace. Every tool call is logged — you control exactly what each agent can see.
Transactions, balances, holdings, trades, loans, and feeds — all accessible via a standard MCP config drop-in for any compatible agent.
That ring light you bought for TikTok? Tax deductible. Those props for cooking videos? Also deductible. Here's every expense content creators can write off - and how to track them without losing your mind.
Read Tips
