BankSync is a Google Sheets™ add-on that brings live bank feeds, automated bookkeeping, and AI-powered receipt & invoice capture directly into your spreadsheets.

Designed for small businesses, accountants, and finance teams, BankSync streamlines financial workflows, expense tracking, and reconciliation — all in Google Sheets™. 

Accounting & Bookkeeping Automation
> BankSync keeps your bank transactions, balances, trades, and holdings updated daily in Google Sheets™, making it ideal for:
> Business bookkeeping
> Expense tracking and reconciliation
> Tax preparation & reporting
> Client accounting workflows
> Custom financial dashboards

Eliminate manual CSV imports and repetitive data entry while maintaining accurate, auditable financial records.

> AI-Powered Receipt & Invoice OCR
> Go beyond bank feeds. BankSync extracts key data from receipts and invoices automatically:
> Merchant / Vendor
> Transaction / Invoice Date
> Amount & Tax
> Category / Ledger Code

Forward by email or upload files, and BankSync populates Google Sheets™ with structured accounting-ready data.

Features for Accountants & Finance Teams
> Live bank feeds for multiple accounts
> Automatic transaction categorization
> Match receipts to bank transactions
> Generate custom dashboards and reports
> Replace manual CSV imports and file uploads
> Secure & Trusted

Bank-grade security via Plaid (US)
Your credentials go directly to your bank — BankSync never sees passwords.
All data encrypted in transit and at rest.

WHO BANKSYNC IS FOR 

Accountants & bookkeepers
Small businesses & startups
Finance teams managing multiple clients
Spreadsheet-first personal finance users
Users looking for an alternative to Tiller, SheetSync, Finicom, Avery, Zapier

With BankSync, Google Sheets™ becomes your central accounting hub, automating bookkeeping, bank feeds, and expense tracking in one secure solution.


TAGS--------------------------------------------------
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