Connect to 18 Popular Tools

Actual Budget is a local-first, open-source envelope budgeting app you run yourself. Point it at BankSync over SimpleFIN and it syncs balances and transactions from every bank you have already connected — no second aggregator subscription, no re-linking each bank, and your bank credentials never reach the app.

Leverage Airtable's relational database power for advanced financial analysis. Build interconnected bases to track transactions, categorize expenses, and create automated workflows that trigger actions based on your spending patterns.

Firefly III is a self-hosted double-entry finance manager. Its data importer speaks SimpleFIN, so pointing it at BankSync imports transactions and balances from every connected bank without a second aggregator or a manual CSV export.

Automatically sync your banking data to Google Sheets. Connect to 11,000+ banks across the US, Canada, and Australia, and import transactions, balances, and financial data without manual entry.

Home Assistant’s SimpleFIN integration turns account balances into sensors you can automate on. Pointed at BankSync, it reads every bank connected to your workspace — so a low-balance notification or a dashboard card needs no extra aggregator subscription.

Unlock Excel's powerful financial modeling capabilities with your banking data. Create sophisticated financial models, use advanced VBA macros for automation, and build professional-grade dashboards with pivot tables, charts, and conditional formatting.

Sync bank transactions, balances, holdings, and trades into MongoDB as structured documents. BankSync writes normalized financial data to your own MongoDB database — Atlas or self-hosted — on a schedule, so you can build apps, analytics, and dashboards on a flexible document model with no manual exports or ETL.

Sync bank transactions, balances, and investment data into MySQL or MariaDB automatically. BankSync writes normalized financial records to your own MySQL-compatible database — PlanetScale, Amazon Aurora, RDS, or self-hosted — on a schedule, ready to query with SQL and power reporting, analytics, and internal tools.

Transform your Notion workspace into a powerful financial dashboard. Create custom databases with formulas, filters, and views to track spending patterns, build budgets, and visualize your financial goals with beautiful charts and templates.

Sync your bank transactions, balances, holdings, and trades straight into PostgreSQL. BankSync writes normalized financial data to your own Postgres database — Supabase, Neon, Timescale, Amazon RDS, or self-hosted — on a schedule, so you can query it with SQL, join it to your product data, and power dashboards and BI tools without manual exports.

Securo tracks net worth and investments on your own infrastructure. With BankSync as its SimpleFIN server it pulls balances, transactions and holdings — including brokerage positions — from every bank and broker connected to your workspace.

Connect Actual Budget, Securo and any other SimpleFIN-compatible app to the banks you have already connected to BankSync. Create access, paste one setup token, and your app syncs balances, transactions and holdings directly — no second aggregator to pay for, no re-linking every bank, and the app never sees your bank credentials.

Sure is a self-hosted personal finance app (the community continuation of Maybe). Connect it to BankSync over SimpleFIN and it reads balances, transactions and investment holdings from your connected banks and brokerages, with you deciding which accounts it may see.

Push every new bank transaction, balance update, holding, or trade to your own HTTPS endpoint as signed JSON. BankSync delivers real-time webhooks with signature verification, so you can trigger workflows, sync to any system, or build custom automations — the developer-first way to put live bank data anywhere your code can reach.

Create interactive financial dashboards that combine documents, tables, and automation in one place. Build custom financial apps with buttons, forms, and real-time updates that make managing your money as engaging as using your favorite apps.

Design sophisticated financial automation scenarios with Make's visual workflow builder. Create complex multi-step processes that handle data transformation, conditional logic, and error handling to build enterprise-grade financial automation systems.

Send bank transactions into a YNAB plan with no field mapping. Connect YNAB, pick a plan, match each bank account to a YNAB account, and BankSync sends posted transactions from the start date you choose. They arrive in YNAB ready for you to categorize and approve, and a retried sync never creates a duplicate.

Create powerful financial automation workflows that connect your banking data to your entire app ecosystem. Automatically log expenses in your accounting software, send budget alerts to Slack, create calendar events for bill payments, and trigger custom actions across 6000+ apps.