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

# BankSync BankSync syncs supported bank transactions, balances, holdings, trades, and loans from thousands of institutions across Australia, the US, Canada, the UK, and Europe — to Google Sheets, Microsoft Excel, Notion, Airtable, Postgres/MySQL/MongoDB databases, and webhooks, or to AI agents (Claude, ChatGPT, Cursor, and more) via the BankSync MCP server. Automatic schedules can run hourly, daily, or weekly depending on the plan; manual sync is also available. Supported data types depend on the provider and account. ## 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 - Build custom financial dashboards from live data (KPI cards, charts, allocation donuts, tables) and embed any widget in Notion, their own app, or a client portal — widgets read from bank feeds plus Notion, Google Sheets, Airtable, Excel, and Postgres/MySQL databases - Ask Penny, the built-in AI assistant, questions about their money in plain English and have her render insight widgets inline and build dashboards or configure feeds for them - 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 D