Sync BTG Pactual Bank to SimpleFIN
BankSync may support connections to BTG Pactual Bank 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 BTG Pactual Bank to SimpleFIN
Search for BTG Pactual Bank in BankSync
Sign up for BankSync and, if BTG Pactual Bank 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 BTG Pactual Bank 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 BTG Pactual Bank to SimpleFIN
Transactions
Sync available BTG Pactual Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported BTG Pactual Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from BTG Pactual Bank.
Trades
Sync supported investment trade and activity history from BTG Pactual Bank.
Loans
Sync supported loan balances and provider-supplied liability details from BTG Pactual Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any BTG Pactual Bank 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 BTG Pactual Bank with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeSync BTG Pactual Bank somewhere else
The same BTG Pactual Bank connection can feed any of these destinations.
- Sync BTG Pactual Bank to Actual Budget
- Sync BTG Pactual Bank to Airtable
- Sync BTG Pactual Bank to Firefly III
- Sync BTG Pactual Bank to Google Sheets
- Sync BTG Pactual Bank to Home Assistant
- Sync BTG Pactual Bank to Microsoft Excel
- Sync BTG Pactual Bank to MongoDB
- Sync BTG Pactual Bank to MySQL
- Sync BTG Pactual Bank to Notion
- Sync BTG Pactual Bank to PostgreSQL
- Sync BTG Pactual Bank to Securo
- Sync BTG Pactual Bank to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
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BankSync is not affiliated with, endorsed by, or an official partner of BTG Pactual Bank or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.