Synci overview

Get familiar with the Synci platform.

Written By Matias

Last updated 22 days ago

Synci is a comprehensive integration platform for personal banking data. As stated on our landing page, Synci lets you fetch, transform, and transfer your personal banking data - anywhere.

Put simply, with Synci you can connect your bank accounts to various destinations like YNAB, Lunch Money, Zapier, or any application with API or webhook support.

Core concepts

A brief overview of the core concepts that make up the Synci platform.

Bank accounts

We have partnered with GoCardless for bank connectivity, which lets you securely add your Bank accounts to Synci (with read-only access) through the banks’ very own PSD2 APIs. We will never need (or want) your banking credentials. You can see a full list of our supported banks here.

Destinations

Destinations are where we transfer your bank transactions to. You can see a full list of supported destinations here. If you have set up YNAB as a destination, you can create a transfer link between your bank account and YNAB budget account.

Adding destinations

Transfer links

Transfer links are how you connect your bank account(s) to destinations. Once a transfer link has been set up, Synci will automatically transfer new transactions to your destination as soon as they become available. You can create as many transfer links as you like, which means a single bank account can be linked to multiple destinations.

Rules

With our easy to use rule engine, you can automatically transform your transaction data to suit your needs. Does your bank put important information in an obscure field? Fix it yourself, in minutes. Rules can be attached to bank accounts or transfer links.

Creating rules

Rule configuration