Pipe transactions, balances, and holdings from any CDB-accessible Canadian bank into Excel on a schedule. Excel for web or desktop.
Quick answer
To sync Canadian bank data to Excel: sign up for BankSync, connect your bank via the regulated CDB consent flow (credentials never stored), pick Excel as the destination, map fields, and save. Sync runs automatically as often as every 15 minutes.
Create a free BankSync account and start your 14-day trial. No credit card required.
Pick your bank from the list (Big 4, neobanks, regional, brokerage) and authorise the CDB consent. Your credentials never touch BankSync.
Connect your Excel workspace. Select which transactions, balances, or holdings to sync and how often (every 15 min, hourly, daily, weekly).
Map BankSync fields to Excel columns or properties. Save the sync — your bank data appears in Excel on the next run.
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 and Flinks under existing data-sharing agreements.
BankSync covers 195+ Canadian financial institutions.
Prefer a different destination?
Free 14-day trial. CDB-regulated. Cancel anytime.
Start Syncing Your Financial Data14-day free trial • Cancel anytime
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