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 categorized transaction history lands in your workspace, then keeps itself current, every day.
We are connected to approximately 10,000 US financial institutions through Plaid, covering almost 84% of all banks and credit unions in the country.
Connects with the banks your clients already use
A few of the 9,700+ US banks, credit unions, brokerages and card issuers your clients can connect.
Chase
Wells Fargo
U.S. Bank
Capital One
TD Bank
American Express
Huntington
HSBC
KeyBank
Ally Bank
Discover
Betterment
Bank of America
Citibank
PNC
Truist
Charles Schwab
Fifth Third Bank
USAA
Citizens Bank
Regions Bank
Navy Federal
FidelityBuilt for the people who read statements for a living
Invite your client
One email, sent from your practice with your name and colors 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, categorized by your own rules, refreshed daily. Export to CSV whenever you need it.
A closer look
Rules
Your rules do the sorting
Write a rule once: a merchant, a word on the bank statement, an amount, for one client or for all of them. New transactions are filed as they arrive, one click re-runs your rules over the history you already have, and anything you set by hand stays as you left it.
Reports
Category totals, ready for the return
Pick a client and a period, and see money in, money out and the net for every category on your chart of accounts. Download the totals as a CSV file, or every transaction as an Excel workbook.
Clients
Every bank, on one page per client
Each client's banks, accounts and transactions sit together, with the time each connection last brought in new ones. If a connection breaks, Statements emails your client how to reconnect, and your practice is copied.
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 practice stays separate
Every practice's information is totally isolated from every other, for regulatory and compliance purposes. One firm can never see another's clients or transactions.
Encrypted in transit and at rest
All data is encrypted in transit and at rest, so client information stays protected everywhere it travels and everywhere it is stored.