BankSync may support connections to Concordia Bank accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Concordia Bank or Microsoft Excel. Names are used only to describe potential account-data coverage and destination compatibility.
Sign up for BankSync and, if Concordia Bank is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Map the supported Concordia Bank fields supplied by the provider to columns in Microsoft Excel.
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Sync available Concordia Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Sync current and available balances for supported Concordia Bank accounts.
Sync supported investment positions, quantities, and market values from Concordia Bank.
Sync supported investment trade and activity history from Concordia Bank.
Sync supported loan balances and provider-supplied liability details from Concordia Bank.
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Map any Concordia Bank field to any column in Microsoft Excel — fully configurable.
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Concordia Bank or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.