Sync Public to SimpleFIN

BankSync may support connections to Public 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.

United StatesBank SyncAvailable

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How to sync Public to SimpleFIN

map your columns once

Search for Public in BankSync

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

Balances

Sync current and available balances for supported Public accounts.

Holdings

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

Trades

Sync supported investment trade and activity history from Public.

Orders

Sync supported open and pending investment orders from Public.

Account Details

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

Custom Field Mappings

Map any Public 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 Public 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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Public Details|SimpleFIN Details|View Pricing

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Sync Public somewhere else

The same Public connection can feed any of these destinations.

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