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BankSync

Sync Australian bank data to Excel

Transactions, balances and holdings from any CDR-accessible Australian bank land in Excel on a schedule, read-only and mapped to your columns.

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CommBank Smart Access and Up Spending, synced at 6:02am into the Transactions 2026 workbook.

Australian banks to Excel, in three steps.

  1. 01

    Connect your Australian bank

    Pick your bank from the list: big banks, neobanks, regionals and brokerages. Authorise read-only access under the Consumer Data Right (CDR), on your bank’s own consent screen.

    CommBankRead-only
    UpRead-only
    NABRead-only
    ConsentCDR
  2. 02

    Map fields into Excel

    Connect your Excel workspace and map BankSync fields to its columns or properties.

    DateA · Date
    MerchantB · Description
    CategoryC · Category
    AmountD · Amount
    AccountE · Account
  3. 03

    Save and sync

    Your bank data appears in Excel on the next run. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

    HourlyDailyWeekly
    Next runTomorrow, 6:00am
    Last run● 3 new rows, 6:02am

Set up Excel, start to finish.

Create a feed, map source data, and refresh the workbook you already use. Filmed with sample accounts.

What lands in your workbook.

Date
The day the bank posted the transaction. 19/10/2026
Description
The description the bank gives the transaction. Woolworths Surry Hills
Category
A spending category you can filter, group and chart by. Groceries
Amount
Signed, in the account’s currency: money out is negative. -$84.20
Account
The account the row came from, so several banks share one table. CommBank Smart Access
Account #
The last four digits of the account number. xxxx9036
Map them onto the columns you already have, in any order. One row per transaction, keyed so a re-sync never writes it twice.

Australian banks we support.

Neobanks

All Australian institutions (117)

Browse all 117 Australian banks →

Australian banks are the start. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

Australian banks to Excel, in short.

How
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.
CDR
Consumer Data Right, regulated by 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)
Data
Transactions, balances and holdings, where the provider, account type and your consent support them. Sync to Excel for the web or desktop via OneDrive.
History
United States, Canada, and Australia up to 2 years and United Kingdom up to 60 days.
Other destinations
Australian → Google SheetsAustralian → NotionAustralian → Airtable

Questions, answered.

How do I sync Australian bank data to Excel?

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.

Which Australian banks can I sync to Excel?

Every CDR-accessible institution. That includes the major banks (CommBank, Westpac, NAB, ANZ), neobanks, regional banks, and credit unions.

Is my Australian banking data safe?

Yes. BankSync only ever holds a scoped, revocable CDR consent, never your bank credentials. Routed via Fiskil (Accredited Data Recipient, ADRBNK000246).

How often does Excel update?

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Can I sync multiple Australian banks to the same Excel workspace?

Yes. Connect as many Australian institutions as you want; BankSync writes them all into the same Excel spreadsheet with an account column so you can filter by bank.

Is BankSync available in Australia?

Yes. BankSync is live in Australia. Supported CDR bank transactions and balances can sync to Google Sheets, Notion, Airtable, and Excel, or be accessed through supported Claude and ChatGPT MCP workflows.

Does BankSync use the Consumer Data Right (CDR)?

Yes. All Australian connections use the regulated CDR framework, not screen-scraping. Your credentials never touch BankSync; you authorise data sharing directly with your bank, and the bank issues a scoped, revocable consent.

Sync Australian bank data to Excel.

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