llms.txt Content
# BankSync
BankSync is a financial data platform that connects 10,000+ banks, brokerages, and investment accounts to productivity tools and AI agents.
## What BankSync does
BankSync lets users:
- Automatically sync bank transactions, balances, and account data to Google Sheets, Notion, Airtable, and Microsoft Excel
- Connect AI agents (Claude, Cursor, ChatGPT, Windsurf, VS Code Copilot, and others) to real-time bank data via an MCP (Model Context Protocol) server
- Extract and manage receipts via OCR
- Track investment holdings, trades, loans, and mortgages across multiple accounts
## How it works
BankSync connects to banks through certified open banking APIs (Plaid in the US/Canada, Basiq in Australia/New Zealand). Banking credentials are never stored by BankSync. Users authorise read-only access, and BankSync syncs the data on a configurable schedule (as frequent as every 15 minutes).
The BankSync MCP server is available at https://mcp.banksync.io. AI agents authenticate with an X-API-Key header using a BankSync API key.
## Supported regions
- United States and Canada: live, full availability
- Australia and New Zealand: waitlist
- Europe: waitlist
## Key pages
- https://banksync.io — homepage
- https://banksync.io/banks — directory of 10,000+ supported banks and financial institutions
- https://banksync.io/banks/[slug] — individual bank pages with supported data types, account types, and setup guides
- https://banksync.io/sync/[bank]-to-[integration] — step-by-step guides for syncing a specific bank to a specific tool (Google Sheets, Notion, Airtable, etc.)
- https://banksync.io/agent/[bank]-with-[agent] — guides for connecting a specific AI agent to a specific bank via MCP
- https://banksync.io/agents — directory of all supported AI agents (Claude, Cursor, ChatGPT, Windsurf, etc.)
- https://banksync.io/integrations — directory of all supported destination tools
- https://banksync.io/pricing — pricing plans (free trial available, paid pl