Sync HSBC to SimpleFIN

BankSync may support connections to HSBC 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 HSBC to SimpleFIN

Mapping HSBC fields into SimpleFIN — map your columns once

Search for HSBC in BankSync

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

Transactions

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

Balances

Sync current and available balances for supported HSBC accounts.

Account Details

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

Custom Field Mappings

Map any HSBC 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 HSBC 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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HSBC Details|SimpleFIN Details|View Pricing

Sync HSBC somewhere else

The same HSBC 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 HSBC or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.