Alpha Connect
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Sync Alpha Connect to SimpleFIN

BankSync may support connections to Alpha Connect accounts through third-party open banking providers, then route the supported account data shown below to SimpleFIN. Set up takes under 10 minutes and requires no code.

United KingdomBank SyncAvailable

How to sync Alpha Connect to SimpleFIN

Mapping Alpha Connect fields into SimpleFIN

map your columns once

1

Search for Alpha Connect in BankSync

Sign up for BankSync and, if Alpha Connect is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize SimpleFIN

Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported Alpha Connect fields supplied by the provider to columns in SimpleFIN.

4

Set your sync schedule

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

What gets synced from Alpha Connect to SimpleFIN

Transactions

Sync available Alpha Connect transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Alpha Connect accounts.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.

Custom Field Mappings

Map any Alpha Connect field to any column in SimpleFIN — fully configurable.

Sync Schedules

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Ready to sync Alpha Connect with SimpleFIN?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of Alpha Connect or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.