BankSync: Automatic Bank Feeds & Bookkeeping Automation for Google Sheets™

Turn Google Sheets™ into a live financial workspace. BankSync securely connects to 11,000+ banks, credit unions, and investment accounts, automatically syncing transactions, balances, and holdings into the spreadsheets you already use. No CSV exports, no copy and paste, and no logging into your bank every time you need updated data.

Whether you're tracking business expenses, managing client books, building financial dashboards, or monitoring your investments, BankSync keeps your Google Sheets™ up to date automatically.

--------------------------Why people use BankSync-----------------------------
*Connect 11,000+ banks and investment accounts** using secure bank feeds powered by Plaid and Basiq.

*Automatic daily syncs** keep your transactions, balances, and investment data current in Google Sheets™.

*AI-powered receipt and invoice capture** lets you forward receipts by email or upload PDFs. BankSync extracts merchants, dates, totals, tax, and line items directly into your spreadsheet.

*Flexible transaction categorisation** allows you to build your own rules using nested AND/OR logic, so your bookkeeping works the way you want it to.

*Cleaner financial data** with merchant name standardisation, subscription detection, multi-currency support, and net worth tracking across all connected accounts.

*Read-only, bank-grade security.** BankSync can never move money. Your bank credentials are handled securely through Plaid or Basiq and are never stored by BankSync.

*Build reports that fit your business.** Create live profit and loss statements, cash flow reports, expense summaries, reconciliation sheets, and custom dashboards using the full power of Google Sheets™.

Many customers also use BankSync alongside Xero or QuickBooks to create reports and dashboards that are difficult to build inside traditional accounting software. If you've used spreadsheet-based bank feeds before, including tools like Tiller, BankSync offers a familiar workflow while supporting business bookkeeping, investments, and AI-powered automation.

-------------------------------------------Who it's for-------------------------------------------

* Accountants and bookkeepers managing multiple clients
* Small business owners tracking cash flow and expenses
* Freelancers reconciling invoices and receipts
* Finance teams building custom reporting in Google Sheets™
* Anyone who wants automatic bank feeds instead of downloading statements manually

-------------------------------Works beyond Google Sheets---------------------------

Need your data somewhere else? BankSync can also sync to Excel, Notion, and Airtable. Developers can connect through the API or MCP server, giving AI assistants like Claude and ChatGPT access to live financial data (with your permission).

-------------------------------------------Getting started-------------------------------------------

Getting set up only takes a few minutes:

1. Install BankSync from Google Workspace Marketplace™.
2. Connect your bank securely.
3. Choose your Google Sheets™ destination.
4. Your bank transactions will sync automatically each day.

-------------------------------------------Pricing-------------------------------------------

BankSync is free to install and includes a 14-day free trial. Paid plans start from just $4/month for one bank connection, with larger plans available for businesses, accounting firms, and teams that need more connections and longer transaction history.

Install BankSync today and automate your bank feeds, bookkeeping, and financial reporting—all from Google Sheets™.

*BankSync is not affiliated with, endorsed by, or sponsored by Google. Google Sheets™ and Google Workspace™ are trademarks of Google LLC.*