🇦🇺AustraliaLive·CDR

Westpac to Excel

Sync your Westpac transactions, balances, and holdings into Excel on a schedule. CDR-regulated. No screen-scraping. Free 14-day trial.

Start free 14-day trial All Australian → Excel

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

Australian bank · CDR

Westpac → Excel

Sync to Excel via Fiskil

Bank details →

Quick answer

To sync Westpac to Excel: sign up for BankSync, authorise Westpac via the regulated CDR consent (your credentials never leave Westpac), pick Excel as the destination, map fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

quick setup

Four steps to sync

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 Westpac account

Choose Westpac from the bank list and authorise the regulated CDR consent. Your credentials stay with Westpac and never reach BankSync.

3

Pick Excel as the destination

Connect your Excel workspace, choose from the data types supported for your account, and pick a schedule.

4

Save and sync

BankSync syncs supported Westpac data into Excel. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

CDR

Consumer Data Right

Regulator: ACCC & Treasury

Australia's Consumer Data Right (CDR) is the regulated open banking framework letting you securely share your bank data with accredited recipients. BankSync routes through Fiskil, an accredited Data Recipient (ADR).

Routed via Fiskil (Accredited Data Recipient — ADRBNK000246).

CDR overview (Treasury) →CDR register (ACCC) →Data standards (DSB) →

Connect Westpac to a different destination

Westpac → Google Sheets Westpac → Notion Westpac → Airtable Westpac → Claude Westpac → ChatGPT

good questions

Frequently asked questions

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

Sync Westpac to Excel

Free 14-day trial. CDR-regulated. Cancel anytime.

Start Syncing Your Financial Data

14-day free trial • Cancel anytime