Every client's books in one Excel workbook.
One Excel workbook, one worksheet per client, synced from each client's own bank through regulated open banking, so nobody shares a login or exports a CSV.
Business Checking → ExcelsyncedTo do bookkeeping for multiple clients in one Excel workbook, have each client share their BankSync workspace with you and sync each one into its own worksheet. One workbook, a worksheet per client, refreshed automatically.
From new client to live worksheet in five steps
Add each client to your client list
Add a client from your client list with their name and email, and send the request.
Each client connects their own bank
Your client opens the request and authorizes read-only access through their own bank; you never hold a login.
Point a feed at a worksheet
Create a feed per client that writes to its own worksheet of one Excel workbook on OneDrive, mapped once.
Set a sync schedule
Choose hourly, daily or weekly; every worksheet refreshes on its own schedule.
Roll up with Power Query (optional)
Add a Summary sheet and combine the client worksheets with Power Query or a PivotTable.
Frequently asked questions
Can I do bookkeeping for multiple clients in one Excel workbook?
Yes. Add each client to your client list, let each connect their own bank and share their workspace with you, and in each client’s workspace point a feed at its own worksheet of one Excel workbook on OneDrive. Each worksheet refreshes on the schedule you choose, with no shared logins or CSV exports.
How are clients kept separate in the same workbook?
Each client keeps their own workspace with its own bank connection and tokens; the worksheet is only where the data lands. Clients never see each other, and when one stops sharing every other worksheet is untouched.
Can I get a single consolidated view across all clients?
Each client syncs into its own worksheet. Add a Summary sheet and combine them with Power Query or a PivotTable; BankSync keeps the client worksheets current and you control the roll-up.
Do I need OneDrive or Microsoft 365?
Yes. BankSync writes to Excel workbooks in OneDrive or Microsoft 365 so they can sync in the cloud; the workbook lives in your firm’s Microsoft account and clients connect only their bank.
Do my clients need to share their bank password?
No. Send your client a request: they open one email link, enter a code sent to that address (no password or account to set up), confirm they are happy to share with you, and authorize read-only access on their own bank’s consent screen (Plaid in the US and Canada, CDR in Australia, Open Banking in the UK). BankSync never stores banking credentials.
How often does the data update?
You choose per feed: hourly, daily, weekly or manual.
Put every client's books in one workbook
Add each client, send the request, and point each client’s feed at its own worksheet. Your advisor workspace is free.