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Stop downloading bank statements by hand

Link a bank account once and new transactions arrive as statement lines for matching.

At a glance

ItemDetail
Who it is forBusinesses that reconcile a bank account regularly
PlanProfessional and Enterprise plans. Listing and disconnecting stay open after a downgrade.
PermissionManage integrations
ProviderMono, a Nigerian open banking service. You grant access in Mono's own window.
DirectionTransactions flow into Simplebks. Simplebks does not move money.
AvailabilityThe screen says "Bank feeds via Mono are not yet enabled" if it is not switched on for your account. Contact support in that case.

Set up

  1. Open Bank Feeds

    Go to Settings, Integrations, then Bank Feeds, then Manage.

  2. Connect a bank account

    Press Connect a Bank Account. The Mono window opens.

  3. Sign in to your bank

    Pick your bank in the Mono window, sign in and approve access.

  4. Wait for the first sync

    The first sync reads back 30 days. New transactions then sync on a schedule and when Mono notifies Simplebks.

  5. Reconcile

    Lines appear in bank reconciliation, ready to match and confirm.

What moves

Banks

The screen lists GTBank, Zenith, Access, UBA, First Bank, Fidelity, Sterling, Polaris, Kuda and Wema, and more. The Mono window shows the full list.

Sync

Scheduled sync, a Sync all action, a sync per connection, and a refresh when Mono sends a webhook.

Disconnect

Existing imported transactions are kept. Automatic syncing stops.

Limits and known issues

  • Connecting and syncing need the Professional or Enterprise plan. A business that downgrades keeps its list and can disconnect, but nothing new is pulled in.
  • Which banks can link depends on Mono, not on Simplebks.
  • If a connection stops syncing, disconnect it and connect the bank again from the same screen.

Troubleshooting

You seeDo this
Bank feeds via Mono are not yet enabledThe feature is not on for your account yet. Contact support.
Connect is blocked with an upgrade messageBank feeds need the Professional or Enterprise plan.
No new linesPress Sync on the connection, then check the bank is still linked.

Security

What Simplebks stores and how you take it back.

  • Simplebks never sees your bank password. You sign in inside Mono's window.
  • The account link is encrypted. Your bank-feed account link is sealed at rest.
  • Disconnect any time. Press Disconnect and confirm. Imported transactions stay.

Not supported yet

  • Bank feeds from providers other than Mono.
  • Initiating payments or transfers from Simplebks.

FAQ

What is Mono?

Mono is a Nigerian open banking service. You grant it access to read transactions, and it passes them to Simplebks.

Does Simplebks see my bank login?

No. You sign in inside the Mono window, not on a Simplebks page.

Can Simplebks move money from my account?

No. The connection only reads transactions.

What happens if I disconnect?

Transactions already imported are kept and syncing stops.

How is this different from the Gmail and Outlook import?

Bank feeds read your bank account directly. Gmail and Outlook read the alert emails your bank sends.

Start free and link your bank account.

Automatic bank transaction import through Mono.
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