Sync UK bank data to Excel
Pipe transactions, balances, and holdings from any OBIE-accessible UK bank into Excel on a schedule. Excel for web or desktop.
Create a feed, map source data, and refresh the workbook you already use.
Quick answer
BankSync syncs supported UK account data from OBIE-accessible banks to Excel. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time. Connect through the regulated OBIE consent flow; banking credentials are never stored.
Four steps to sync
map your columns once
Sign up for BankSync
Create a BankSync account and start your 14-day trial. Your card is not charged during the trial.
Connect your UK bank
Pick your bank from the list (Big 4, neobanks, regional, brokerage) and authorise the OBIE consent. Your credentials never touch BankSync.
Choose Excel as the destination
Connect your Excel workspace. Select from the data types supported for your account and choose an available schedule.
Map fields and confirm
Map BankSync fields to Excel columns or properties. Save the sync — your bank data appears in Excel on the next run.
Open Banking (UK)
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 connects under a regulated AISP authorisation.
Connections are made through an FCA-authorised AISP partner.
UK banks we support
BankSync covers 0+ UK financial institutions.
Regional & mutual
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Sync UK bank data to Excel
Free 14-day trial. OBIE-regulated. Cancel anytime.
14-day free trial • Cancel anytime