Pipe transactions, balances, and holdings from any OBIE-accessible UK bank into Excel on a schedule. Excel for web or desktop.
Quick answer
To sync UK bank data to Excel: sign up for BankSync, connect your bank via the regulated OBIE 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 OBIE 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: Financial Conduct Authority (FCA)
UK Open Banking is the world's most mature regulated open banking framework, mandated by the CMA in 2018 and supervised by the FCA. BankSync routes through SaltEdge under a regulated AISP authorisation.
BankSync covers 132+ UK financial institutions.
Prefer a different destination?
Free 14-day trial. OBIE-regulated. Cancel anytime.
Start Syncing Your Financial Data14-day free trial • Cancel anytime
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