Sync Zolve to SimpleFIN
BankSync may support connections to Zolve 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 Zolve to SimpleFIN
Search for Zolve in BankSync
Sign up for BankSync and, if Zolve 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 Zolve 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 Zolve to SimpleFIN
Transactions
Sync available Zolve transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Zolve accounts.
Holdings
Sync supported investment positions, quantities, and market values from Zolve.
Trades
Sync supported investment trade and activity history from Zolve.
Loans
Sync supported loan balances and provider-supplied liability details from Zolve.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Zolve 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 Zolve 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 Zolve somewhere else
The same Zolve 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.
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- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Zolve or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.