Privacy Policy
We value your privacy and are committed to protecting your data.
Last updated: March 14, 2026
"Your financial data is yours, not ours. We simply provide the secure connection between your bank and your tools."
Our Privacy Promise
BankSync acts as a secure proxy between your financial institutions and the tools you use. We do not store any of your banking data on our servers. Your data flows directly from your banks to your Google Sheets™ or Notion documents.
How We Work
BankSync uses secure integrations with Plaid to connect to your financial institutions. When you use our service:
Secure Authentication
Your banking credentials are directly passed to your financial institution
Zero Credential Storage
We never see, store, or have access to your banking passwords
Data Flow, Not Storage
Your transaction data flows through our service but is not stored by us
Direct Delivery
The data is securely sent to your chosen destination (Google Sheets or Notion)
Data We Collect
While we don't store your banking data, we do collect and store:
Your name, email, and contact details
Your payment history and subscription plan
Information about which services you've connected to
Anonymous usage data to improve our service
This information is stored securely and used only to provide and improve our service.
Data Sharing and Transfers
We do not sell, rent, or share your personal data with third parties except in the following limited circumstances:
Service Providers
We share data only with trusted service providers who help us operate our service:
- •Plaid Technologies, Inc. - For secure bank account connections (we do not share your banking credentials with Plaid)
- •Google LLC - For Google Sheets™ integration (only when you explicitly connect your Google account)
- •Notion Labs, Inc. - For Notion integration (only when you explicitly connect your Notion account)
- •Airtable, Inc. - For Airtable integration (only when you explicitly connect your Airtable account)
- •Stripe, Inc. - For payment processing (we do not store payment card details)
Legal Requirements
We may disclose your data if required by law, court order, or to protect our rights and the safety of our users.
Business Transfers
In the event of a merger, acquisition, or sale of assets, your data may be transferred as part of the business transaction.
Important: We never share your banking data with any third party. Your financial data flows directly from your bank to your chosen destination (Google Sheets, Notion, etc.) without being stored on our servers.
Data Protection Mechanisms
We implement comprehensive security measures to protect your sensitive data:
All data is encrypted using TLS 1.3 during transmission
All stored data is encrypted using AES-256 encryption
Strict role-based access controls and multi-factor authentication
Regular security audits and penetration testing
Banking Data Protection: Your banking data is never stored on our servers. It flows directly from your bank to your chosen destination using bank-level security protocols.
Your Choices
You have control over your data:
Bank disconnection: You can disconnect your bank accounts at any time
Account deletion: You can delete your BankSync account and all associated data
Data requests: You can request a copy of the data we hold about you
To exercise these options, please visit your account settings or contact our support team.
Contact Us
If you have any questions about our privacy policy or how we handle your data, please contact us:
Last updated: March 14, 2026
BankSync is a financial technology company serving the United States and Canada