What is read
Only emails from the known bank alert senders. Your other mail is not read.
Developers
Stop typing bank alerts into your books
Connect the inbox that receives your bank alerts. Each alert becomes a statement line ready to match.
At a glance
| Item | Detail |
|---|---|
| Who it is for | Businesses that get debit and credit alerts by email and reconcile their bank |
| Plan | Professional and Enterprise plans |
| Permission | Manage integrations |
| Providers | Gmail (Google Workspace or personal) and Outlook (Microsoft 365 or Outlook.com) |
| Banks read | GTBank, Zenith, Access, UBA, First Bank, Stanbic IBTC, Fidelity, Sterling, Wema, FCMB, Polaris, Kuda and OPay |
| Direction | Alerts flow into Simplebks. Nothing is sent from your inbox. |
Set up
The first sync reads back 90 days.
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Open Email Connections
Go to Settings, Integrations, then Email Connections, then Manage.
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Choose your provider
Press Connect Gmail or Connect Outlook. You are sent to Google or Microsoft to sign in and give permission.
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Approve read access
Gmail asks for read-only mail access plus your email address and profile name. Outlook asks for Mail.Read and offline access.
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Map bank accounts
Back in Simplebks, press Map bank accounts and link each bank sender to the matching bank account in your books.
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Sync
Syncing runs automatically every 6 hours. Press Sync Now to run it straight away.
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Reconcile
The lines appear in bank reconciliation, ready to match and confirm.
What moves
What is created
One statement line per alert, with date, amount, description and reference where the bank gives them.
What is never done
Simplebks cannot send, change or delete email. Access is read-only.
Limits and known issues
- Only the thirteen banks above are recognised. Alerts from other banks are not read yet.
- An alert in a format Simplebks does not recognise is skipped. You can bring that line in with a statement upload.
- Each connection needs its bank accounts mapped before lines can be matched to an account.
- If a connection stops working, its status shows something other than Active. Disconnect and connect again.
Troubleshooting
| You see | Do this |
|---|---|
| No lines after connecting | Press Sync Now, then check that the alerts arrive in the connected inbox and come from the bank's own sender address. |
| Status is not Active | Disconnect, then connect the inbox again and approve access. |
| Lines appear but will not match | Open Edit Mapping and check each bank sender points at the right bank account. |
| Wrong inbox connected | Press Disconnect on that row, then connect the correct one. |
Security
What Simplebks stores and how you take it back.
- Read-only scopes. Gmail uses read-only mail access. Outlook uses Mail.Read.
- Tokens are encrypted. Your email-sync tokens are sealed at rest.
- Disconnect any time. Press Disconnect next to the inbox. Lines already imported are kept.
- Remove access at the source too. You can also remove Simplebks from your Google or Microsoft account permissions.
Not supported yet
- Banks outside the thirteen listed.
- Sending invoices or receipts from your own inbox.
- Reading mail that is not a bank alert.
FAQ
Which email providers work?
Gmail, including Google Workspace, and Outlook, including Microsoft 365 and Outlook.com.
Can Simplebks read all my email?
No. It looks only for alerts from the known bank senders, and it has read-only access.
Which banks are supported?
GTBank, Zenith, Access, UBA, First Bank, Stanbic IBTC, Fidelity, Sterling, Wema, FCMB, Polaris, Kuda and OPay.
How often does it sync?
Every 6 hours, or on demand with Sync Now. The first sync reads back 90 days.
What happens to imported lines if I disconnect?
They stay. Only future syncing stops.
Start free and connect your bank alert inbox.