Sync via SimpleFIN imports bank transactions from SimpleFIN Bridge into ERPNext's Bank Transaction records for reconciliation.

Features

- Guided setup wizard — connect, register, and map accounts in one flow

- Scheduled sync from every 2 hours to monthly

- Multi-institution support with per-account enrichment settings

- Party name and reference number extraction for automatic matching

- Transaction deduplication with mismatch detection

- Rate limit protection to safeguard your SimpleFIN access token

- Encrypted credential storage

- Balance snapshots and detailed sync logging

- Re-register flow for token recovery

Requirements

- ERPNext v16

- A SimpleFIN Bridge account

After you Deploy the App, reload your browser and find "Sync via SimpleFIN" in the sidebar. Create a new connection to get started.

Categories: Banking, Integrations, Accounting