Sync SEI Cash Access to SimpleFIN
BankSync may support connections to SEI Cash Access 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 SEI Cash Access to SimpleFIN
map your columns once
Search for SEI Cash Access in BankSync
Sign up for BankSync and, if SEI Cash Access 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 SEI Cash Access 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 SEI Cash Access to SimpleFIN
Transactions
Sync available SEI Cash Access transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported SEI Cash Access accounts.
Holdings
Sync supported investment positions, quantities, and market values from SEI Cash Access.
Trades
Sync supported investment trade and activity history from SEI Cash Access.
Loans
Sync supported loan balances and provider-supplied liability details from SEI Cash Access.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any SEI Cash Access 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 SEI Cash Access 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 SEI Cash Access somewhere else
The same SEI Cash Access connection can feed any of these destinations.
- Sync SEI Cash Access to Actual Budget
- Sync SEI Cash Access to Airtable
- Sync SEI Cash Access to Firefly III
- Sync SEI Cash Access to Google Sheets
- Sync SEI Cash Access to Home Assistant
- Sync SEI Cash Access to Microsoft Excel
- Sync SEI Cash Access to MongoDB
- Sync SEI Cash Access to MySQL
- Sync SEI Cash Access to Notion
- Sync SEI Cash Access to PostgreSQL
- Sync SEI Cash Access to Securo
- Sync SEI Cash Access to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Elements Financial FCU to SimpleFIN🇺🇸 United States
- Sync TrustCo Bank to SimpleFIN🇺🇸 United States
- Sync American Community Bank & Trust - Commercial to SimpleFIN🇺🇸 United States
- Sync Caltech Employees Federal Credit Union to SimpleFIN🇺🇸 United States
- Sync Keystone Savings Bank to SimpleFIN🇺🇸 United States
- Sync Bangor Savings Bank - Employees to SimpleFIN🇺🇸 United States
- Sync Wood County National Bank to SimpleFIN🇺🇸 United States
- Sync Waukesha State Bank - Business to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of SEI Cash Access or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.