Multi-client bookkeeping · Excel

Every client's books in one Excel workbook.

One workbook. One worksheet per client. Auto-synced from each client's own bank through regulated open banking. Stop juggling logins and CSV exports — open one workbook and every client's transactions are already there.

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No shared loginsAuto-syncedOne subscription

Master books · Excel

Date

Description

From new client to live worksheet in five steps

Set it up once per client. After that, every worksheet keeps itself current.

Create a portal per client

In your Portals tab, add one Client Portal per client — a name, an icon, and their email. Each portal is a fully isolated workspace under your firm’s subscription.

Each client connects their own bank

Your client clicks the invite and authorizes read-only access through their own bank via regulated open banking (CDR, PSD2, OBIE). You never see or hold their login.

Point a feed at a worksheet

Create a feed for each client that writes into its own worksheet of one Excel workbook on OneDrive — “Acme Co”, “Smith LLC”, “Vertex Pty”. Map the columns once with the visual field mapper.

Set a sync schedule

Choose hourly, daily, or weekly. Every worksheet refreshes on its own schedule with provider-supplied transaction fields.

Roll up with Power Query (optional)

Add a Summary sheet and combine the client worksheets with Power Query or a PivotTable for a firm-wide cash view — all in the Excel workbook your team already lives in.

Why bookkeepers run their whole book this way

One workbook, every client

No more 10 logins, 10 CSV exports, 10 cleanup passes. Open one Excel workbook and every client’s transactions are already there, in their own worksheet.

Isolated at the source

Each client lives in their own portal with its own bank connection and tokens. A worksheet is just where their data lands — clients never see each other, and revoking one never touches another.

Categorized, structured rows

Transactions arrive with merchant, category, amount, balance, account, and date — ready for your working papers, formulas, or PivotTables. No re-keying.

Refreshes on a schedule

Set weekly for reconciliation clients, daily for active ones. Every Monday your worksheets are current without you logging into a single bank.

One subscription, family quota

Your plan covers the parent workspace and every client portal under it. Bank limits pool across the family — no per-seat charge, no per-client invoice.

Query it all with AI

Beyond the workbook: one API key with MCP scope=family lets Claude or ChatGPT reason across every client — "list unreconciled transactions over $500 across all clients this quarter."

Multi-client bank feeds

The full picture: one dashboard for every client’s bank data.

Prefer Google Sheets?

Do the same thing in one Google Sheet, a tab per client.

For bookkeepers

The weekly reconciliation workflow, end to end.

Frequently asked questions

Can I do bookkeeping for multiple clients in one Excel workbook?

Yes. With BankSync, you create one Client Portal per client, each client connects their own bank through regulated open banking, and you point a feed from each portal into its own worksheet of a single Excel workbook on OneDrive. The result is one workbook with a worksheet per client, each refreshing automatically on the schedule you choose — without sharing logins or exporting CSVs.

How are clients kept separate in the same workbook?

Each client is a fully isolated workspace (a portal) with its own bank connection and provider tokens. The worksheet is simply the destination where that client’s data lands. Clients never see your other clients, and you can revoke or delete one client’s portal without affecting any other worksheet or client.

Can I get a single consolidated view across all clients?

Each client syncs into its own worksheet. To roll everything into one firm-wide view, add a Summary sheet and combine the client worksheets with Power Query or a PivotTable. BankSync keeps each client worksheet current; you control how they roll up.

Do I need OneDrive or Microsoft 365?

BankSync writes to Excel workbooks stored in OneDrive / Microsoft 365 so the data can sync automatically in the cloud. Your client connects only their bank — the workbook lives in your firm’s Microsoft account, and clients never touch it.

Do my clients need to share their bank password?

No password sharing, ever. Your client receives a portal invite, signs in with their email, and authorizes read-only access through their own bank’s consent screen (open banking in the US/Canada, CDR in Australia, PSD2 in the EU, OBIE in the UK). BankSync never stores banking credentials.

How often does the data update?

You choose per feed: hourly, daily, weekly, or manual. Many bookkeepers set weekly for reconciliation clients and daily for active ones, so each client worksheet is current when they sit down to work.