🇦🇺AustraliaLive·CDR

Sync Australian bank data to Excel

Pipe transactions, balances, and holdings from any CDR-accessible Australian bank into Excel on a schedule. Sync to Excel for the web or desktop via OneDrive.

Start free 14-day trial All Australia options

Quick answer

BankSync syncs Australian bank data, transactions, balances, and holdings from any CDR-accessible bank to Excel on a schedule (as often as every 15 minutes). Connect via the regulated CDR consent flow; banking credentials are never stored. Setup takes under 5 minutes.

Four steps to sync

Sign up for BankSync

Create a free BankSync account and start your 14-day trial. No credit card required.

Connect your Australian bank

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

Choose Excel as the destination

Connect your Excel workspace. Select which transactions, balances, or holdings to sync and how often (every 15 min, hourly, daily, weekly).

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.

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) →

Australian banks we support

BankSync covers 121+ Australian financial institutions.

Prefer a different destination?

Australian → Google Sheets Australian → Notion Australian → Airtable

Frequently asked questions

Sign up for BankSync, connect your Australian bank via the CDR consent flow, choose Excel as the destination, map the fields, and save. BankSync syncs automatically on the schedule you pick — every 15 minutes, hourly, or daily.