Sync Bank Data to Google Sheets, Notion, Airtable & AI Agents | BankSync

# BankSync BankSync syncs bank transactions, balances, holdings, trades, and loans from 10,000+ banks across Australia, the US, Canada, the UK, and Europe to Google Sheets, Notion, Airtable, and Excel, or to AI agents like Claude and ChatGPT via the BankSync MCP server. ## Accreditation In Australia, BankSync operates as a CDR Representative under Fiskil, an Accredited Data Recipient with ID ADRBNK000246 on the ACCC's CDR register. All Australian connections are routed through the regulated Consumer Data Right framework — never screen-scraping. ## 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 - Manage many clients at scale via Client Portals — each client gets their own isolated workspace, billed to the parent firm, ideal for accountants, bookkeepers, financial advisors, and tax preparers ## How it works BankSync connects to banks through regulated open banking frameworks: Consumer Data Right (CDR) in Australia via Fiskil, Plaid in the US, Plaid + Flinks in Canada, OBIE/Open Banking in the UK via TrueLayer/Tink, and PSD2 in Europe via Tink/SaltEdge. Banking credentials are never stored by BankSync. Users authorise read-only access via the bank's regulated consent flow, 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 - Australia (CDR via Fiskil): live — every CDR-accredited ADI (Big 4, neobanks, mutuals) - United States (Plaid): live — 11,000+ banks and credit unions -