🇨🇦CanadaLive·CDB

Sync Canadian bank data to Excel

Pipe transactions, balances, and holdings from any CDB-accessible Canadian bank into Excel on a schedule. Excel for web or desktop.

Start free 14-day trial All Canada options

Quick answer

BankSync syncs Canadian bank data, transactions, balances, and holdings from any CDB-accessible bank to Excel on a schedule (as often as every 15 minutes). Connect via the regulated CDB 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 Canadian bank

Pick your bank from the list (Big 4, neobanks, regional, brokerage) and authorise the CDB 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.

CDB

Consumer-Driven Banking

Regulator: Department of Finance Canada

Canada's Consumer-Driven Banking framework (rolling out 2025-2026) provides a regulated path for sharing bank data. Until full rollout, BankSync routes through Plaid and Flinks under existing data-sharing agreements.

Consumer-Driven Banking Act →

Canadian banks we support

BankSync covers 198+ Canadian financial institutions.

Major banks

Prefer a different destination?

Canadian → Google Sheets Canadian → Notion Canadian → Airtable

Frequently asked questions

Sign up for BankSync, connect your Canadian bank via the CDB 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.