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Chase
Bank of America
Wells Fargo
Capital One
Citi
Fidelity
Schwab
Barclays
HSBC
Lloyds
NatWest
Starling
Revolut
CommBank
Westpac
ANZ
Up Bank
RBC
Scotiabank
CIBC
BankSync

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Connect to 7 Popular Tools

Sync your banking and investment account data seamlessly with your favorite productivity tools. From Notion to Airtable, Google Sheets to Excel and Zapier - we've got you covered.

Bank Transaction IntegrationReceipt OCR Automation
Notion logo

Notion

Available

Transform your Notion workspace into a powerful financial dashboard. Create custom databases with formulas, filters, and views to track spending patterns, build budgets, and visualize your financial goals with beautiful charts and templates.

Setup Time: 5 minutes
Pricing: Works with Notion Free and Paid plans
View Details
Google Sheets logo

Google Sheets

Available

Automatically sync your banking data to Google Sheets. Connect to 10,000+ banks across the US and Canada, and import transactions, balances, and financial data without manual entry.

Setup Time: 5 minutes
Pricing: Works with Google Workspace and personal Google accounts
View Details
Airtable logo

Airtable

Available

Leverage Airtable's relational database power for advanced financial analysis. Build interconnected bases to track transactions, categorize expenses, and create automated workflows that trigger actions based on your spending patterns.

Setup Time: 10 minutes
Pricing: Works with Airtable Free, Plus, Pro, and Enterprise plans
View Details
Microsoft Excel logo

Microsoft Excel

Available

Unlock Excel's powerful financial modeling capabilities with your banking data. Create sophisticated financial models, use advanced VBA macros for automation, and build professional-grade dashboards with pivot tables, charts, and conditional formatting.

Setup Time: 5 minutes
Pricing: Requires Microsoft 365 subscription
View Details
Coda logo

Coda

Coming Soon

Create interactive financial dashboards that combine documents, tables, and automation in one place. Build custom financial apps with buttons, forms, and real-time updates that make managing your money as engaging as using your favorite apps.

Setup Time: 10 minutes
Pricing: Works with Coda Free and Pro plans
View Details
Zapier logo

Zapier

Coming Soon

Create powerful financial automation workflows that connect your banking data to your entire app ecosystem. Automatically log expenses in your accounting software, send budget alerts to Slack, create calendar events for bill payments, and trigger custom actions across 6000+ apps.

Setup Time: 15 minutes
Pricing: Works with Zapier Free, Starter, Professional, and Team plans
View Details
Make (Integromat) logo

Make (Integromat)

Coming Soon

Design sophisticated financial automation scenarios with Make's visual workflow builder. Create complex multi-step processes that handle data transformation, conditional logic, and error handling to build enterprise-grade financial automation systems.

Setup Time: 20 minutes
Pricing: Works with Make Free, Core, Pro, and Teams plans
View Details

Why Choose BankSync Integrations?

Real-time Sync

Your banking transactions and investment updates appear instantly in your connected tools. No manual imports or data entry required.

Custom Field Mapping

Map your banking and investment data fields exactly how you want them in your destination tool. Full control over your data structure.

Powerful Automation

Connect with Zapier and Make to create complex workflows. Trigger actions in other apps when transactions sync or portfolio positions change.

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