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Sync Clanq to SimpleFIN

BankSync may support connections to Clanq 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 Clanq to SimpleFIN

Mapping Clanq fields into SimpleFIN

map your columns once

1

Search for Clanq in BankSync

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

Transactions

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

Balances

Sync current and available balances for supported Clanq accounts.

Holdings

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

Trades

Sync supported investment trade and activity history from Clanq.

Loans

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

Account Details

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

Custom Field Mappings

Map any Clanq 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 Clanq 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 Clanq or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.