🇦🇺AustraliaLive·CDR

Sync Australian bank data to Excel

Pipe transactions, balances, and holdings from any CDR-accessible Australian bank into Excel on a schedule. Sync to Excel for the web or desktop via OneDrive.

Start free 14-day trial All Australia options

Create a feed, map source data, and refresh the workbook you already use.

Quick answer

BankSync syncs supported Australian account data from CDR-accessible banks to Excel. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time. Connect through the regulated CDR consent flow; banking credentials are never stored.

quick setup

Four steps to sync

Mapping Australia bank fields into Excel

map your columns once

1

Sign up for BankSync

Create a BankSync account and start your 14-day trial. Your card is not charged during the trial.

2

Connect your Australian bank

Pick your bank from the list (Big 4, neobanks, regional, brokerage) and authorise the CDR consent. Your credentials never touch BankSync.

3

Choose Excel as the destination

Connect your Excel workspace. Select from the data types supported for your account and choose an available schedule.

4

Map fields and confirm

Map BankSync fields to Excel columns or properties. Save the sync — your bank data appears in Excel on the next run.

CDR

Consumer Data Right

Regulator: ACCC & Treasury

Australia's Consumer Data Right (CDR) is the regulated open banking framework letting you securely share your bank data with accredited recipients. BankSync routes through Fiskil, an accredited Data Recipient (ADR).

Routed via Fiskil (Accredited Data Recipient — ADRBNK000246).

CDR overview (Treasury) →CDR register (ACCC) →Data standards (DSB) →

11,000+ banks

Australian banks we support

BankSync covers 0+ Australian financial institutions.

Prefer a different destination?

Australian → Google Sheets Australian → Notion Australian → Airtable

good questions

Frequently asked questions

Sign up for BankSync, connect your Australian bank via the CDR consent flow, choose Excel as the destination, map the fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.