Statements
For tax and finance professionals
Your clients' bank transactions, without the chasing.
Stop waiting on PDFs and shoeboxes. Invite a client once, they connect their bank in about a minute, and two years of categorised transaction history lands in your workspace — then keeps itself current, every day.
Connects to over 12,000 financial institutions across 20 countries, through Plaid — the same infrastructure used by half of all banked adults in the US.
Built for the people who read statements for a living
Invite your client
One email, sent from your practice with your name and colours on it. No account for them to create.
They connect their bank
They sign in on their bank's own screen. You never see their credentials, and the feed is read-only.
You get the history
Two years back, categorised by your own rules, refreshed daily. Export to CSV whenever you need it.
Handled the way client money data should be
Read-only, always
Transactions in, nothing out. Nobody can move money, make payments, or change a client's account.
Credentials never touch us
Bank sign-in happens on the bank's own page via Plaid. Neither you nor we ever see the password.
Two-factor by default
Every login needs an authenticator code, not just a password. It isn't optional.
Your clients stay separate
Each practice sees only its own clients. Isolation is enforced in the database, not by convention.
Connects with the banks your clients already use
A few of the 12,000+ institutions available — plus credit unions, brokerages and card issuers.
Chase
Wells Fargo
Capital One
TD Bank
American Express
Huntington
HSBC
KeyBank
Ally Bank
Discover
Bank of America
U.S. Bank
Truist
Charles Schwab
Fifth Third Bank
USAA
Citizens Bank
Regions Bank
Navy Federal
Fidelity