BankSync
From $4/moActively maintained
≈ 15kvisits/mo
Use not read yet · estimate, read Oct 14, 2026
- For
- Individuals and small teams who want bank transactions synced automatically into Google Sheets, Notion or Excel
- Price
- From $4/mopricing page, read Oct 15, 2026Trial & discounts: 14-day free trial · save 20% yearly · 7-day money back
- Activity
- Actively maintainedrelease 6 months ago · site updated 8 days ago
- Company
- Plaid Technologies, Inc.privacy policy
- Used for
- Pipe bank charges into a spreadsheet on a schedule
- Flag month-over-month jumps in software spending
- Link receipts and invoice totals to matching transactions
- Used more than 92% of the 708 tools on its shelfINITE Atlas →
- Has an MCP server (1 in the registry)public registry →
- Publishes llms.txt, a file written for AI assistantsbanksync.io ↗
- HeadquartersSurry Hills, AUper their site
- Run byPlaid Technologies, Inc.privacy policy ↗
- Trains on your dataYessecurity page ↗
- Privacy policy updated2026-09-24privacy policy ↗
“Within the BankSync Boundary, we don t sell your banking data, use it for advertising or data brokerage, disclose identifiable banking data for another party s independent commercial exploitation, or use customer banking data to train AI or machine-learning models.”
security page ↗
These are BankSync's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.
- MCP serverio.banksync/mcpverified in the MCP registry
- Stateanswers, requires sign-inchecked 2026-10-15
- Address to connectmcp.banksync.io
- API docsbanksync.io/developersthe vendor's page ↗
- MCP docsbanksync.io/docs/mcp/connect-an-agentthe vendor's page ↗
- Status pagelinked from the homepagestatus.banksync.io ↗
This card as JSON, for your agent →
Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.
Figure and bar: visits/mo, estimate · year: online since
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Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use BankSync for?
Sign in to leave a noteWhat is BankSync?
Pulls transactions, balances and holdings from banks, brokerages and crypto exchanges into spreadsheets, Notion and databases. It is listed in the Atlas under Finance and made by Plaid Technologies, Inc.
Who is BankSync for?
Individuals and small teams who want bank transactions synced automatically into Google Sheets, Notion or Excel
How much does BankSync cost?
Paid plans start at $4/mo, per BankSync's pricing page on 2026-10-15.
Is BankSync free?
No. Its pricing page showed no free plan on 2026-10-15.
Is BankSync still maintained?
Actively maintained: release 6 months ago · site updated 8 days ago.
Who owns BankSync?
BankSync is run by Plaid Technologies, Inc., per its privacy policy (2026-10-15).
Does BankSync train AI on your data?
Yes, per its security page (2026-10-15): “Within the BankSync Boundary, we don t sell your banking data, use it for advertising or data brokerage, disclose identifiable banking data for another party s independent commercial exploitation, or use customer banking data to train AI or machine-learning models.”
Is BankSync safe?
We do not audit vendors. What BankSync publishes, read 2026-10-15: on training with your data, “Within the BankSync Boundary, we don t sell your banking data, use it for advertising or data brokerage, disclose identifiable banking data for another party s independent commercial exploitation, or use customer banking data to train AI or machine-learning models.”.
Does BankSync have a free trial?
Yes, a 14-day free trial, per its pricing page (2026-10-15).
How do I cancel BankSync?
In its own words (terms of service, 2026-10-15): “You may cancel your subscription at any time.”
Does BankSync give refunds?
In its own words (terms of service, 2026-10-15): “After 30 days from the relevant charge, fees are non-refundable and non-creditable except where required by applicable law or expressly agreed in a signed order form.”
What are alternatives to BankSync?
In Finance, by use: Wisesheets, Era, Finlingo, Pedfs, Assetli.app, DoDocs inc.
How we read a tool
No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.
- Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
- Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
- Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
- The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.
How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.
How we read every tool → · By INITE Atlas Desk