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Collect bank statements from clients with one link

For bookkeepers, accountants, mortgage brokers and landlords. Clients upload statements from any bank without an account, and you get every transaction read, checked and ready for your software.

Create a link

Name who it is for and write what you need, such as the last three months for every account.

Your client uploads

They open the link and drop in PDFs from any bank. No account, no app, no bank login.

You get them read

Every transaction, checked against the statement's balances, as CSV, QuickBooks, OFX or one combined PDF.

Your side and your client's

Statements arrive read and checked. Your client sees one page and a button.

A client's four statements, each read and checked against its balances, with money in and out and downloads for PDF, CSV and QuickBooks
The same request on a phone

What each statement comes back with

  • Every transaction with its date, description, amount, direction and category.
  • A check that the transactions add up to the opening and closing balances the statement prints.
  • Downloads as CSV, QuickBooks (QBO), OFX for Xero, QIF, the original PDF, or all statements as one PDF.
  • A warning when a PDF was made in a word processor or design tool instead of by a bank.
  • Several accounts in one PDF come back as separate accounts.

Questions

Send your first request in a minute

Free to try with one open request. Pro for as many as you need.

Create a request link