FIELD GUIDE · CONNECTING A SOURCE · № 02

financeCumulus nummorum

Connect SimpleFIN

Accounts and transactions from every bank SimpleFIN Bridge covers — the finance default. You paste one token; the gateway claims it once and seals the durable access it converts to. Your bank logins live at the Bridge, never here.

a Bridge subscription (~$1.50/mo, paid by you) · about five minutes · paste one token

1

Subscribe, and connect your banks — at the Bridge

Sign up at SimpleFIN Bridge and connect your banks there. That is where every bank login lives; Postern never sees one.

2

Copy the setup token

The Bridge hands you a setup token — a long base64 string. Copy the whole thing.

3

Paste into the Console

Console → Sources → SimpleFIN → paste → Connect. The token is single-use: the gateway claims it once and seals the durable access URL it converts to.

SimpleFINsetup token · finance
Setup token or access URL
paste the long base64 token…
Connect SimpleFIN

WHAT STANDS WHEN YOU FINISH

One finance connection carrying every bank the Bridge covers — accounts and transactions syncing on their own cadence, answered from the local cache in milliseconds by any agent you have granted finance. Disconnecting revokes only the sealed access; the Bridge subscription stays yours.