Some BankSync Features

Open API

The BankSync Open API empowers developers to connect their apps and workflows to real-time banking data. Our API is RESTful, well-documented and secured with OAuth2 for maximum simplicity and compliance. Whether you need to embed financial data in your ERP, send cashflow reports to your data warehouse, or power analytics dashboards, our endpoints are reliable, scalable and modern.

You get access to all transactions, account balances, bank details and metadata — across 100+ supported banks. Integration is straightforward and flexible, with granular control over sync frequency, data structure and payload format.

Dynamics 365 Business Central

We’re building a native BankSync extension for Business Central — launching Summer 2025. You’ll be able to sync accounts and transactions, trigger approvals or flows, and reconcile statements directly inside your ERP without any third-party tool.

This integration is designed for accountants and controllers who want instant visibility of banking data in BC, and for finance teams automating everything from invoice matching to cashflow planning. Join our early access list now to be notified at launch.

Logic Apps & Power Automate

Trigger workflows and automate your finance stack with BankSync and Microsoft's automation tools. We're here to help you optimize licenses and get your flows up and running quickly. Whether it's notifying your team of new transactions, updating forecasts, or archiving data in SharePoint, our integration opens the door to endless possibilities.

Microsoft Fabric & Power BI

Microsoft Fabric and Power BI give you the ability to unify, analyze, and visualize your financial data at scale. With BankSync, you can stream banking transactions into Fabric's lakehouse architecture and Power BI datasets in near real-time. We support you not only in connecting the data, but also in acquiring the right Microsoft licenses, structuring your financial reports, and ensuring your deployment meets governance and compliance requirements.

Microsoft Dataverse

Enrich your Power Platform and Dynamics 365 environment by syncing live bank data into Dataverse. Our team can support your integration and help you license exactly what you need. BankSync’s native compatibility with Dataverse ensures your banking data can be consumed by Power Apps, Power BI, and custom workflows with minimal configuration.