From Rent Collection to Expense Tracking.
Powered by Live Data.
Built for landlords, companies, finance teams, and anyone who wants clear bank activity in Excel. Track rent payments, monitor expenses, and stop manual CSV imports.
CONNECTING TO OVER 2,300 INSTITUTIONS ACROSS 30 COUNTRIES
Why Excel works for every money workflow.
From rent tracking to company spend control, Excel is flexible enough for your process. We bring the live data, you keep full control.
- Native Pivot Tables
Analyze millions of transaction rows using the tools you've mastered. No new learning curve.
- Complex Formulas
Use live bank balances in your XLOOKUPs, IF statements, and cash flow projections instantly.
- Total Ownership
The data lives in your workbook, not in our cloud. You own your financial history.
Built for Complex Portfolios
Whether you manage real estate, SME finances, or personal wealth.
Real Estate Management
Track incoming rent across multiple properties and bank accounts in one consolidated view. Auto-flag late payments.
Expense Consolidation
Merge transaction feeds from all employee cards. Automatically map vendors (e.g., "Uber") to your GL accounting codes.
Liquidity Planning
Stop waiting for monthly statements. See your exact cash position across 14+ currencies in real-time.
Rules-Based Mapping
Define merchant patterns once and auto-assign category and subcategory on every sync.
- Identifier Matching
Use vendor names, IBAN fragments, or text patterns to classify entries consistently.
- Category + Subcategory
Map every transaction to reporting-friendly fields right when data lands in Excel.
- Reusable Rules
Once configured, mappings are reused on every refresh with no manual cleanup.
Control and Visibility
Close your books faster with automated checks and real-time account overviews.
Reconciliation Exceptions
2 open itemsCash Position by Account
Updated 2m agoExplore Our Network
Direct connectivity to 2,300+ institutions across 30 supported countries. Search for your bank below.
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How to Connect Your Bank Account
A clear 5-step flow inside Excel, based on the same setup used in the add-in.
Simple, Transparent Pricing
No hidden fees. Cancel anytime.
Sandbox
For testing and validation
- Simulated Bank Data
- Full Excel Integration
- Unlimited Testing
Professional
For live operational finance
- Up to 5 Bank Account Connections
- 2,300+ Institutions (30 Countries)
- Up to 730 Days Transaction History
- Multi-Currency Support
- Custom Mapping Rules
- Priority Email Support
Activation and license key delivery can take up to 24 hours after purchase.
Security First: We operate under strict PSD2 regulations. Your banking credentials are never seen or stored by our servers. Connections are encrypted via Nordigen/GoCardless.