Connected banking
HSBC brings clients and their digital service partners together to create a seamless banking experience.
What is connected banking?
Getting started with connected banking
Connecting your accounting software
HSBC Innovation Banking customers can automatically send account information directly into your accounting software using the Manage Bank Feed Service in HSBCnet. Save time and stay organized by setting up a one-time connection. Send statement data for HSBC checking accounts, saving accounts, and some loan accounts. Up to a year of historical data can be synced once the connection is made.
HSBC currently supports the following accounting software applications: Quickbooks Online, Xero.
Ready to get started?
If you are already an existing HSBC Innovation Banking customer follow the instructions below. New to HSBC Innovation Banking? Connect with us.
To set up your connection in HSBCnet:
- Log into HSBCnet.
- From the HSBCnet menu or within the Account Information service,select ´Manage bank feeds´.
- Select ´Connect and manage´.
- Follow the instructions on the page to complete the setup.
HSBCnet will automatically send statement data once the setup is complete. A maximum of 365 days of transaction history can be sent from HSBCnet immediately upon creating the connection.
Note: To learn more about the "Manage bank feeds" service, visit the "Account Information: Manage bank feeds" page in the HSBCnet User Guides portal. Click on the "Need Help" icon on the right side of your screen and select the user guides link along the bottom of the window.
Experience secure and convenient connected banking
Looking for a secure and convenient way to link your financial accounts with various apps and services? With client consent, an account connection can be established and exchange data in real time while maintaining control over the data that is shared.
HSBC has partnered with Plaid, a US-based fintech that safely and seamlessly links your company’s bank account details to third party apps and services. Plaid has an established network of over 12,000 fintech companies, from budgeting apps and expense management platforms to other financial institutions.
Ready to get started?
If you are already an existing HSBC Innovation Banking customer, follow the instructions below. New to HSBC Innovation Banking? Connect with us.
Log into your third-party to check for Plaid connectivity. If your third party uses Plaid for connectivity, and you’re an HSBCnet user, follow their instructions and onscreen prompts to complete authentication and account sharing and consent. If connectivity is not available, check back soon, as we will be expanding our third-party integrations in the months ahead.
Our experts know your industries like the back of their hands
Our team of experts understand your industry and your business model and can tailor our solutions to meet your unique needs.
Disclaimer
HSBC Innovation Banking is a business division with services provided in the United States by HSBC Bank USA, N.A.
DO NOT include personal/account information in this form. Please contact using the business customer service center phone number to discuss any account questions.
Deposit products offered in the United States by HSBC Bank USA, N.A. Member FDIC.
For clients located outside of the U.S. – Our products and services are not specifically directed at individuals located in the European Union. Our U.S. representatives, as well as our public website, us.hsbc.com, provide products and services governed by U.S. laws and regulations. Our products and services, as well as their specific terms and conditions, are subject to change and may not be available in all territories or to all customers. If you are not located in the U.S., the laws and regulations of your country of residence could affect the offering, negotiation, discussion, provision, and/or use of HSBC U.S. products and services. If you are not a U.S. resident, please read the specific cross-border product and service disclaimers, which are available on the Cross Border Disclosure page of our public website at www.us.hsbc.com/crossborder. Deposit products are offered in the U.S. by HSBC Bank USA, N.A. Member FDIC. Lending products are offered in the U.S. by HSBC Bank USA, N.A. Investments and certain insurance products, including annuities, are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. Whole life, universal life, term life, and other types of insurance are provided by unaffiliated third parties and offered through HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, N.A.
* Limitations apply. International calls cover over 190 countries including Western Europe, Canada, Mexico, China and India.