Sync Branch to SimpleFIN

BankSync may support connections to Branch 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.

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How to sync Branch to SimpleFIN

Mapping Branch fields into SimpleFIN — map your columns once

Search for Branch in BankSync

Sign up for BankSync and, if Branch 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 Branch 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 Branch to SimpleFIN

Transactions

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

Balances

Sync current and available balances for supported Branch accounts.

Holdings

Sync supported investment positions, quantities, and market values from Branch.

Trades

Sync supported investment trade and activity history from Branch.

Loans

Sync supported loan balances and provider-supplied liability details from Branch.

Account Details

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

Custom Field Mappings

Map any Branch 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 Branch 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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Branch Details|SimpleFIN Details|View Pricing

Sync Branch somewhere else

The same Branch connection can feed any of these destinations.

Other banks that sync to SimpleFIN

Institutions in the same market that can also route account data to SimpleFIN.

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