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🤝 Apps & Integrations

Last Update 2 个月前

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How to connect SimpleFIN?

Automatically sync your bank transactions to track expenses in Invoiless

Ayoub Amine

Last Update 2 个月前

Invoiless integrates with SimpleFIN to automatically sync your bank transactions. SimpleFIN supports over 16,000 financial institutions in the US and Canada. You can search for your bank to check if it's supported.

This guide walks you through connecting your account.

Set up SimpleFIN

First, you'll need a SimpleFIN account and setup token:

    1. Create an account at SimpleFIN Bridge.
    2. Link your bank accounts through Financial Institutions > New Connection.
    3. Go to My Account > Apps and click "New Connection".
    4. Give it a name and click "Create Setup Token".
    5. Copy your setup token—you will need it in the next step.

    💡 SimpleFIN requires a subscription ($1.50/month or $15/year) before you can link banks.

    Connect SimpleFIN to Invoiless  

    1. Go to your Settings > Integrations > Banking page.
    2. Click "Connect with SimpleFIN".
    3. Enter the following details:
      • Setup Token — Paste the token you generated earlier.
      • Start Date (Optional) — Choose a date to start syncing from, or leave empty to sync the last 60 days (maximum allowed by SimpleFIN).
    4. Click "Connect SimpleFIN".

      ✨ Your transactions will now sync automatically throughout the day.

      View your synced expenses

      Once connected, you can view all synced expense transactions at Transactions > Expenses.

      Manage your connection

      To manually sync or view your sync history, click "Manage" on the banking integration.
      From here you can:

      • Trigger a manual sync
      • View all past sync activity

      FAQs 

      Can I delete or update synced transactions?
      You can delete transactions, but you cannot update the transaction type, amount, or currency.
      Can transactions duplicate?
      No. We store the transaction ID from SimpleFIN to prevent any duplicates—if we receive the same transaction again, it won't be added twice.
      Can I sync income transactions?
      Coming soon! We're working on syncing and reconciling income with your invoices.

      SimpleFIN doesn't support my bank or country

      SimpleFIN currently only supports banks in the US and Canada. We're planning to integrate more open banking apps to support more banks and countries (UK, EU, etc). If you're already using an app that works with your workflow, feel free to open a feature request.

      Enjoy! 🧡

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