Sync UBS to SimpleFIN
BankSync may support connections to UBS 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 UBS to SimpleFIN
map your columns once
Search for UBS in BankSync
Sign up for BankSync and, if UBS 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 UBS 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 UBS to SimpleFIN
Transactions
Sync available UBS transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported UBS accounts.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any UBS 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 UBS with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of UBS or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.