Sync Bank of Billings to SimpleFIN
BankSync may support connections to Bank of Billings 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.
How to sync Bank of Billings to SimpleFIN
map your columns once
Search for Bank of Billings in BankSync
Sign up for BankSync and, if Bank of Billings is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize SimpleFIN
Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Bank of Billings fields supplied by the provider to columns in SimpleFIN.
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 Bank of Billings to SimpleFIN
Transactions
Sync available Bank of Billings transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Bank of Billings accounts.
Holdings
Sync supported investment positions, quantities, and market values from Bank of Billings.
Trades
Sync supported investment trade and activity history from Bank of Billings.
Loans
Sync supported loan balances and provider-supplied liability details from Bank of Billings.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Bank of Billings 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 Bank of Billings with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Bank of Billings or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.