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Investec Spreadsheet Banking

by Investec Developer

(1 ratings)

A simple Excel add-in to get your banking transactions into your worksheet.

Spreadsheet Banking is an Excel add-in that pulls transaction or account information from your Investec bank account directly into an Excel workbook. This add-in makes use of Investec's Programmable Banking API.

Spreadsheet Banking offers a simple to use experience for banking customers to leverage a real-time connection to their account information. No more exporting CSVs and manually inputting transaction history. Spreadsheet Banking does the hard work for you.

Using your real-time connection to your account, Spreadsheet Banking creates tables for account information as well as a customisable set of transaction tables to suit your needs.

The Add-in requires the creation of a free account on Connector Hub and a valid Investec corporate or private bank account.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

https://store-images.s-microsoft.com/image/apps.24768.c7f543f6-6ef0-495b-b8d5-0413760252a7.29313bae-5cb6-4b03-94dc-b074287cf984.43c3cf74-af3d-42f4-82fd-2559862ad855.png
https://store-images.s-microsoft.com/image/apps.24768.c7f543f6-6ef0-495b-b8d5-0413760252a7.29313bae-5cb6-4b03-94dc-b074287cf984.43c3cf74-af3d-42f4-82fd-2559862ad855.png
https://store-images.s-microsoft.com/image/apps.6227.c7f543f6-6ef0-495b-b8d5-0413760252a7.29313bae-5cb6-4b03-94dc-b074287cf984.8a877d1d-344f-4b5d-81c2-d9abc77fbe8f.png