🇨🇦CanadaLive·CDB

Sync Canadian bank data to Excel

Pipe transactions, balances, and holdings from any CDB-accessible Canadian bank into Excel on a schedule. Excel for web or desktop.

Start free 14-day trial All Canada options

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

Quick answer

BankSync syncs supported Canadian account data from CDB-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 CDB consent flow; banking credentials are never stored.

quick setup

Four steps to sync

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 Canadian bank

Pick your bank from the list (Big 4, neobanks, regional, brokerage) and authorise the CDB 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.

CDB

Consumer-Driven Banking

Regulator: Department of Finance Canada

Canada's Consumer-Driven Banking framework (rolling out 2025-2026) provides a regulated path for sharing bank data. Until full rollout, BankSync routes through Plaid under existing data-sharing agreements.

Consumer-Driven Banking Act →

11,000+ banks

Canadian banks we support

BankSync covers 0+ Canadian financial institutions.

Prefer a different destination?

Canadian → Google Sheets Canadian → Notion Canadian → Airtable

good questions

Frequently asked questions

Sign up for BankSync, connect your Canadian bank via the CDB 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.