Get real-time account information directly in your Excel reports

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Benefits

Easy, low tech solution

Pull live account data into your existing reports and templates with the click of a button. It’s simple to install with no complex tech integration. Our user guide shows you how.

Create better reports with less work

Access real-time data without leaving your platform. Combine automatic transaction and account balance updates with Excel features such as formulas and charts.

Test and go live with just one tool

Use our sandbox to test how the tool works, before you add it to your reports or platforms.

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How it works

Getting started is easy

Create a secure connection between Excel and your HSBC accounts in 4 easy stages. You don’t need any advanced technical skills. First, test your add-in with our sandbox. Second, when you’ve confirmed the connection, move to a production environment which will pull real data.

Download the installer file. Follow the instructions to install the add-in on your device.
Open Excel and navigate to the new HSBC tab.
On the welcome screen, select ‘Get started'. Complete the 2 steps to set up the add-in – you just need to enter your credentials.
You’re ready to pull balance or transaction reports.

You can download our getting started guide and frequently asked questions (FAQs) to help with this process.