Sync First Direct to SimpleFIN
BankSync may support connections to First Direct 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 First Direct to SimpleFIN
map your columns once
Search for First Direct in BankSync
Sign up for BankSync and, if First Direct 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 First Direct 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 First Direct to SimpleFIN
Transactions
Sync available First Direct transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported First Direct accounts.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any First Direct 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 First Direct 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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Sync First Direct somewhere else
The same First Direct connection can feed any of these destinations.
- Sync First Direct to Actual Budget
- Sync First Direct to Airtable
- Sync First Direct to Firefly III
- Sync First Direct to Google Sheets
- Sync First Direct to Home Assistant
- Sync First Direct to Microsoft Excel
- Sync First Direct to MongoDB
- Sync First Direct to MySQL
- Sync First Direct to Notion
- Sync First Direct to PostgreSQL
- Sync First Direct to Securo
- Sync First Direct to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Starling to SimpleFIN🇬🇧 United Kingdom
- Sync Revolut to SimpleFIN🇬🇧 United Kingdom
- Sync HSBC to SimpleFIN🇬🇧 United Kingdom
- Sync Barclays to SimpleFIN🇬🇧 United Kingdom
- Sync Santander Personal to SimpleFIN🇬🇧 United Kingdom
- Sync Lloyds Bank to SimpleFIN🇬🇧 United Kingdom
- Sync Halifax to SimpleFIN🇬🇧 United Kingdom
- Sync Bank of Scotland to SimpleFIN🇬🇧 United Kingdom
BankSync is not affiliated with, endorsed by, or an official partner of First Direct or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.