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.