BankSync securely connects your bank, credit card, and brokerage accounts and makes their data available to Claude.
Link your accounts once, then ask Claude about your finances in plain language.
With BankSync connected, Claude can:
• Read transactions, balances, account details, holdings, trades, and loans across all your connected institutions
• Search and filter your financial history ("how much did I spend on groceries last month?")
• Build queries, dashboards, and widgets to visualize spending, cash flow, net worth, and portfolio performance
• Sync data on a schedule to destinations like Google Sheets, Excel, and databases
• Categorize and enrich transactions automatically
BankSync handles the hard parts of financial data — institution coverage, secure consent management, deduplication,
and keeping balances fresh — so you can focus on the insights. All access is read-only by default and scoped to the
workspace you connect.
Whether you're tracking personal spending and net worth, reconciling the books for a business, or monitoring an
investment portfolio, BankSync gives Claude a complete, up-to-date picture of your accounts ~ no manual exports
required.
