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Connect your bank account

AI2Fin connects directly to your bank so transactions sync automatically — no CSV export, no manual upload. Live today for Australian bank accounts, connecting through the Consumer Data Right (Open Banking), Australia’s regulated framework for secure, bank-authorised data sharing.

Open Connectors

Link a bank account from the Connectors page and start syncing automatically.

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What’s Live Now

Australian Banks

Available today:
  • 115+ Australian institutions
  • Consumer Data Right (Open Banking) accredited
  • Automatic sync as new transactions arrive
  • Multiple accounts and multiple banks at once

How It Works

Under the hood:
  • Bank-authorised consent — you sign in at your bank’s own login, never AI2Fin’s
  • Read-only: connectors view transactions, they never move money
  • Synced transactions flow into the same AI pipeline as everything else
  • Manual re-sync any time, alongside the automatic one

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More Regions Rolling Out

Coverage beyond Australia — including the US, Canada, UK, and Europe — is actively being rolled out. Until your region goes live, CSV/PDF import and manual entry cover any account outside Australia today.

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Security & Privacy

  • Bank connections use secure, industry-standard sign-in — you never share your banking password with AI2Fin
  • Data is encrypted in transit (TLS) and at rest
  • Read-only access: connectors are built to view transactions, not move money
  • Disconnecting a bank starts removing its data on your instruction
  • Consent is managed under Australia’s Consumer Data Right (CDR) framework
  • You choose what’s shared, and for how long, at the point of connecting
  • Withdrawing consent starts the retention clock on AI2Fin’s side, not just at the bank

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Once You’re Connected

Synced transactions are treated exactly like any other transaction in AI2Fin:

Auto Type Detection

Every synced transaction is typed automatically — income, expense, or transfer.

Smart Categorisation

Categorised the same way as manual entries and CSV imports, and just as correctable.
One thing bank-synced transactions don’t do: they never leave AI2Fin through Outbound Destinations or webhook automations — those surfaces only ever carry transactions you entered manually, imported from a CSV or PDF, captured from a receipt, or created yourself through the API. Your bank feed stays put.
Ready to connect? Head to Connectors and link your Australian bank account in a couple of minutes. Outside Australia for now? Import a CSV or check out Transaction Management for manual entry in the meantime.