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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.

About Home Assistant Integration

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.

Connecting Home Assistant to BankSync

connect it once

Key Features

  • One setup token, pasted into Home Assistant
  • A balance sensor per account
  • Per-connection problem sensors when a bank needs attention
  • Account-level allow-list
  • Read-only, revocable at any time
  • No SimpleFIN Bridge subscription needed

Supported Fields

Integration Details

Setup Time2 minutes
PricingIncluded on every BankSync plan
StatusActive

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