Some BankSync Use Cases

BankSync Copilot for Cash Management

We’re building an AI-powered Copilot to help finance teams manage cash more proactively and intelligently. By combining live bank transactions, smart forecasting, and contextual insights, this assistant will enable real-time decision-making.
Whether you want to monitor liquidity, detect anomalies, or anticipate upcoming obligations, the Copilot will guide you with natural language queries and predictive dashboards. BankSync provides the secure foundation and API infrastructure to power this solution, expected by the end of 2026.

While we’re developing our own Copilot, BankSync is open by design. Our API allows customers to create their own intelligent assistants, tailored to their finance stack and language models. From basic prompt-driven queries to full RAG implementations across transaction history, the platform supports advanced AI workloads. Companies with in-house data teams can easily integrate LLMs and automate treasury insights, using BankSync as a trusted, real-time banking data layer.

Talk to an expert

Cashflow Predictions

With BankSync, finance teams gain real-time access to multi-bank transaction data that can feed forecasting models without manual imports. By reducing data latency, you improve your ability to monitor working capital, simulate scenarios, and respond quickly to unexpected fluctuations in liquidity.

You can connect BankSync directly to Power BI, Excel, or custom forecasting systems. This allows you to automate rolling forecasts and build alerts around expected cash shortfalls, surpluses, or irregular patterns — with the confidence that your data reflects the current banking reality.

Get BankSync for Free

Assistance for Management Control

Controllers and FP&A teams often struggle with fragmented banking data. BankSync unifies your transaction flows across accounts and banks, enabling reliable, timely, and consolidated views that support financial monitoring, margin analysis, and budget compliance.

By integrating BankSync with your analytics tools or developing copilots using AI, your finance department can reduce reliance on Excel workflows and provide management with dynamic dashboards, variance explanations, and near-real-time financial performance indicators.

Get BankSync for Free

Retention & Compliance

BankSync allows you to archive and access your bank transaction history in a secure, standardized way. Whether you need to retain records for five years or meet internal control requirements, our platform centralizes your data access and streamlines traceability.

You remain compliant with GDPR, PSD2, and other financial regulations by avoiding screen scraping or browser plugins. Our API ensures secure, auditable access — ideal for SOX, audits, or regulated industries requiring long-term banking data retention and validation.

Get BankSync for Free

Banking Reconciliation (ERP)

BankSync connects directly to your ERP or accounting system to streamline the reconciliation of bank movements with ledger entries. You eliminate CSV imports, minimize human error, and increase reconciliation frequency with live data.

Combined with our upcoming native Business Central extension, BankSync allows you to match transactions to invoices, detect payment issues, and close periods faster. Whether through API automation or UI integration, reconciliation becomes a real-time, low-effort process.

Talk to an expert