BankSync automatically syncs your financial data into Google Sheets™ — no CSVs or manual entry required.

Import bank transactions, balances, trades, and holdings on a daily schedule, and keep your spreadsheets continuously up to date.

Go beyond transactions with AI-powered receipt and invoice OCR. Forward via email or upload receipts and invoices to automatically extract key fields such as merchant, date, total, tax, and category directly into Google Sheets™ — perfect for expense tracking, reconciliation, and tax prep.

Use BankSync to:
• Track personal or business spending in real time
• Match receipts to bank transactions
• Build custom financial dashboards and reports
• Eliminate manual data entry and file uploads

🔒 Security you can trust.
BankSync uses bank-grade security via Plaid (US). Your credentials go directly to your bank — BankSync never sees or stores your passwords. All data is encrypted in transit and at rest.