BankSync
Bank and brokerage account data
Machines check balances, transactions, holdings and trades across your connected bank, brokerage and credit accounts, and build dashboards.
- How much did we spend on software subscriptions last month?
- Compare our brokerage holdings with a 60/40 target allocation
- Build a dashboard of cash across all our connected accounts
How it works
Click Connect and sign in to BankSync. By default, each person connects their own account. Machines use the access of the person asking.
- Developer
- BankSync
- Category
- Finance
- How it connects
- Log in with BankSync
- Machines can
- Read, and change what an admin allows
- Website
- banksync.io
More in Finance
First month free with 5k credits