🇺🇸United StatesLive·§1033

Sync US bank data to Excel

Pipe transactions, balances, and holdings from any §1033-accessible US bank into Excel on a schedule. Excel for the web or desktop.

Start free 14-day trial All United States options

Create a feed, map source data, and refresh the workbook you already use.

Quick answer

BankSync syncs supported US account data from §1033-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 §1033 consent flow; banking credentials are never stored.

quick setup

Four steps to sync

Mapping United States bank fields into Excel

map your columns once

1

Sign up for BankSync

Create a BankSync account and start your 14-day trial. Your card is not charged during the trial.

2

Connect your US bank

Pick your bank from the list (Big 4, neobanks, regional, brokerage) and authorise the §1033 consent. Your credentials never touch BankSync.

3

Choose Excel as the destination

Connect your Excel workspace. Select from the data types supported for your account and choose an available schedule.

4

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.

§1033

CFPB §1033 Open Banking

Regulator: Consumer Financial Protection Bureau (CFPB)

The CFPB's §1033 rule gives US consumers a right to share their bank data with third parties of their choice. BankSync routes through Plaid, the most widely-integrated US data provider.

CFPB §1033 final rule →FDX standards →

11,000+ banks

US banks we support

BankSync covers 0+ US financial institutions.

Prefer a different destination?

US → Google Sheets US → Notion US → Airtable

good questions

Frequently asked questions

Sign up for BankSync, connect your US bank via the §1033 consent flow, choose Excel as the destination, map the fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.