Bank Statements,
Fully Automated
EasyBankStatements automatically fetches, organizes, and delivers recurring bank statements; securely, on schedule, and hands-free.
5 min setup
Bank-Level Security
Powered by PLAID
Bank Statements,
Fully Automated
EasyBankStatements automatically fetches, organizes, and delivers recurring bank statements; securely, on schedule, and hands-free.
5 min setup
Bank-Level Security
Powered by PLAID
Trusted by accounting teams across Canada & the U.S.
Trusted by accounting teams across Canada & the U.S.
We Detect New Statements Automatically
Monthly check via secure API
Client Connects Their Bank Account
Plaid - one-time setup
How it Works
Every statement, handled from start
to finish.
EasyBankStatements eliminates email follow-ups, manual downloads, renaming files, and organizing folders; retrieving every statement automatically on schedule.
How it Works
Every statement, handled from start
to finish.
EasyBankStatements eliminates email follow-ups, manual downloads, renaming files, and organizing folders; retrieving every statement automatically on schedule.
Seamless Integrations
Easily connect to over 11,000 banks across the USA & Canada
EasyBankStatements connects directly to financial institutions through secure Plaid integrations; ensuring reliable, automated retrieval of client bank statements every month.
Seamless Integrations
Easily connect to over 11,000 banks across the USA & Canada
EasyBankStatements connects directly to financial institutions through secure Plaid integrations; ensuring reliable, automated retrieval of client bank statements every month.
Organized Statements
Always Organized. Always On Time.
Always Organized. Always On Time.
EasyBankStatements automatically fetches bank data and sorts it into folders by client, account, and date; delivering clean CSV and PDF files, plus original statements where supported.
Bank Level Security
Built on a secure, trusted financial infrastructure.
Built on a secure, trusted financial infrastructure.
EasyBankStatements connects directly to client bank accounts through secure Plaid integrations; ensuring safe, read-only access and fully compliant data handling.
AES-256 encryption and TLS 1.2+
Read-only bank connections via Plaid
Financial-grade data protection standards
Full audit trails & access logs
ISO 27001, ISO 27701, and SSAE18 SOC 2 compliant.
Onboarding
How EasyBankStatements is rolled out
How EasyBankStatements is rolled out
How EasyBankStatements is rolled out
Designed for bookkeeping and accounting firms managing 30–300+ recurring clients
Designed for bookkeeping and accounting firms managing 30–300+ recurring clients
Create your accounting firm account
Get set up in minutes with guided onboarding. No installation, no training, no IT required. Your firm gets immediate access to a secure dashboard designed for ongoing workflows.
Invite a pilot group of clients
Start with a small group of clients to validate the workflow. Clients connect their bank once; statements are fetched automatically, securely, and read-only.
Invite a pilot group of clients
Start with a small group of clients to validate the workflow. Clients connect their bank once; statements are fetched automatically, securely, and read-only.
Automate recurring statement collection
Automate recurring statement collection
Choose your statement schedule and EasyBankStatements handles the rest. Your team sees organized statements flowing in automatically each month for each client.
Automate recurring statement collection
Choose your statement schedule and EasyBankStatements handles the rest. Your team sees organized statements flowing in automatically each month for each client.
OLD WAY VS. BETTER WAY
Stop chasing statements. Start automating them.
See how the manual process compares to automated monthly retrieval through Easybankstatements.
OLD WAY VS. BETTER WAY
Stop chasing statements. Start automating them.
See how the manual process compares to automated monthly retrieval through Easybankstatements.
OLD WAY VS. BETTER WAY
Stop chasing statements. Start automating them.
See how the manual process compares to automated monthly retrieval through Easybankstatements.
Manual Process (Today)
Manual Process (Today)
Emailing clients every month
Emailing clients every month
Emailing clients every month
Auto-fetches statements each month
Auto-fetches statements each month
Auto-fetches statements each month
Missing or late statements
Missing or late statements
Missing or late statements
Always on time and complete
Always on time and complete
Always on time and complete
Files scattered across inboxes
Files scattered across inboxes
Files scattered across inboxes
Organized by client, account and date
Organized by client, account and date
Organized by client, account and date
No audit trail
No audit trail
No audit trail
Full retrieval logs
Full retrieval logs
Full retrieval logs
Hours of admin time
Hours of admin time
Hours of admin time
Saves 6-8 hours per client each month
Saves 6-8 hours per client each month
Saves 6-8 hours per client each month
Clients forget or delay
Clients forget or delay
Clients forget or delay
One-time setup via Plaid
One-time setup via Plaid
One-time setup via Plaid
Risk of human error
Risk of human error
Risk of human error
Near-zero error rate
Near-zero error rate
Near-zero error rate
Still chasing clients for bank statements? There’s a better way.
EasyBankStatements delivers complete, organized statements automatically;
on time, every month, without follow-ups.
Book a free demo and streamline your workflow.
Early Access Feedback
What accounting firms see in EasyBankStatements
Early Access Feedback
What accounting firms see in EasyBankStatements
Rachel Ng
Partner at Summit Accounting Co.
This solves one of the most frustrating parts of our workflows. Tracking down statements every month. We’re excited to adopt it once the platform launches.
James Patel
Controller at Ascend Finance Group
The approach using Plaid and read-only access gives us confidence from a security standpoint. Once live, we intend to roll this out to our bookkeeping clients.
Alexandra Ruiz
Operations Manager at ClearBooks
What stood out in the demo is how simple the client onboarding will be. One click connection and the statements flow automatically. This would save our team so many follow-up emails.
Rachel Ng
Partner at Summit Accounting Co.
This solves one of the most frustrating parts of our workflows. Tracking down statements every month. We’re excited to adopt it once the platform launches.
James Patel
Controller at Ascend Finance Group
The approach using Plaid and read-only access gives us confidence from a security standpoint. Once live, we intend to roll this out to our bookkeeping clients.
Alexandra Ruiz
Operations Manager at ClearBooks
What stood out in the demo is how simple the client onboarding will be. One click connection and the statements flow automatically. This would save our team so many follow-up emails.
David Walker
Staff Accountant at BookkeepingPlus
From the walkthrough, it looks incredibly quick to get started. Connecting clients once and receiving statements automatically would remove a ton of repetitive work for our team.
David Walker
Staff Accountant at BookkeepingPlus
From the walkthrough, it looks incredibly quick to get started. Connecting clients once and receiving statements automatically would remove a ton of repetitive work for our team.
Sarah Côté
Senior Bookkeeper at Finoria Accounting
Organizing statements by client, account, and month is something we still do manually. The structure EasyBankStatements showed is intuitive and would streamline our month-end process significantly.
Michael Tran
CPA & Founder at LedgerWorks
We spend hours every month chasing clients for statements. After seeing the demo, it’s clear EasyBankStatements solves a huge workflow bottleneck for our firm. This is exactly the automation we’ve been hoping for.
FAQ
Frequently Asked Questions
FAQ
Frequently Asked Questions
We're Here to Help
Have questions about features, pricing or setup? Our team is here to support you.
Do clients have to reconnect every month?
No. Clients connect once through a secure Plaid flow. After that, statements are retrieved automatically each month without any action required from them.
What if a client updates their online banking password?
If a client changes their online banking password, Plaid may require them to reconnect. EasyBankStatements automatically notifies your team and the client, ensuring reconnection happens quickly and no statements are missed.
Which banks does EasyBankStatements work support?
EasyBankStatements works with all major North American financial institutions. Over 11,000 thousand institutions across the US & Canada through our Plaid integration. If Plaid supports it, we support it.
What happens if a statement is missing or delayed?
If a statement can’t be retrieved (e.g., bank delay, login refresh needed), EasyBankStatements flags the issue automatically, so your team always knows which clients need attention. You’ll never wonder what’s missing or chase documents blindly again.
How long does setup take?
Most firms are fully set up in under 10 minutes. Invite your clients, they connect their accounts once via the secure Plaid flow, and EasyBankStatements automatically begins retrieving monthly statements going forward.
Can my team access client banking information or balances?
No. Your team only sees downloadable bank statements and basic metadata (bank name, last statement date, connection status). EasyBankStatements does not expose account balances, transactions, routing numbers, or any sensitive information beyond the statement file itself.
Is it safe to connect client bank accounts to EasyBankStatements?
Yes. EasyBankStatements connects to client bank accounts exclusively through Plaid’s secure API. This allows us to retrieve authorized financial data without ever accessing bank credentials or interacting with accounts directly. All connections are read-only. EasyBankStatements can retrieve statements and transactional data, but cannot move money, initiate transactions, or make any changes to an account. We are never in a position to control or operate client bank accounts. Plaid is the same secure financial infrastructure used by Stripe, Coinbase, and other leading fintech platforms. All data is protected using AES-256 encryption at rest and TLS 1.2+ encryption in transit.
Do clients have to reconnect every month?
No. Clients connect once through a secure Plaid flow. After that, statements are retrieved automatically each month without any action required from them.
What if a client updates their online banking password?
If a client changes their online banking password, Plaid may require them to reconnect. EasyBankStatements automatically notifies your team and the client, ensuring reconnection happens quickly and no statements are missed.
Which banks does EasyBankStatements work support?
EasyBankStatements works with all major North American financial institutions. Over 11,000 thousand institutions across the US & Canada through our Plaid integration. If Plaid supports it, we support it.
What happens if a statement is missing or delayed?
If a statement can’t be retrieved (e.g., bank delay, login refresh needed), EasyBankStatements flags the issue automatically, so your team always knows which clients need attention. You’ll never wonder what’s missing or chase documents blindly again.
How long does setup take?
Most firms are fully set up in under 10 minutes. Invite your clients, they connect their accounts once via the secure Plaid flow, and EasyBankStatements automatically begins retrieving monthly statements going forward.
Can my team access client banking information or balances?
No. Your team only sees downloadable bank statements and basic metadata (bank name, last statement date, connection status). EasyBankStatements does not expose account balances, transactions, routing numbers, or any sensitive information beyond the statement file itself.
Is it safe to connect client bank accounts to EasyBankStatements?
Yes. EasyBankStatements connects to client bank accounts exclusively through Plaid’s secure API. This allows us to retrieve authorized financial data without ever accessing bank credentials or interacting with accounts directly. All connections are read-only. EasyBankStatements can retrieve statements and transactional data, but cannot move money, initiate transactions, or make any changes to an account. We are never in a position to control or operate client bank accounts. Plaid is the same secure financial infrastructure used by Stripe, Coinbase, and other leading fintech platforms. All data is protected using AES-256 encryption at rest and TLS 1.2+ encryption in transit.
Do clients have to reconnect every month?
No. Clients connect once through a secure Plaid flow. After that, statements are retrieved automatically each month without any action required from them.
What if a client updates their online banking password?
If a client changes their online banking password, Plaid may require them to reconnect. EasyBankStatements automatically notifies your team and the client, ensuring reconnection happens quickly and no statements are missed.
Which banks does EasyBankStatements work support?
EasyBankStatements works with all major North American financial institutions. Over 11,000 thousand institutions across the US & Canada through our Plaid integration. If Plaid supports it, we support it.
What happens if a statement is missing or delayed?
If a statement can’t be retrieved (e.g., bank delay, login refresh needed), EasyBankStatements flags the issue automatically, so your team always knows which clients need attention. You’ll never wonder what’s missing or chase documents blindly again.
How long does setup take?
Most firms are fully set up in under 10 minutes. Invite your clients, they connect their accounts once via the secure Plaid flow, and EasyBankStatements automatically begins retrieving monthly statements going forward.
Can my team access client banking information or balances?
No. Your team only sees downloadable bank statements and basic metadata (bank name, last statement date, connection status). EasyBankStatements does not expose account balances, transactions, routing numbers, or any sensitive information beyond the statement file itself.
Is it safe to connect client bank accounts to EasyBankStatements?
Yes. EasyBankStatements connects to client bank accounts exclusively through Plaid’s secure API. This allows us to retrieve authorized financial data without ever accessing bank credentials or interacting with accounts directly. All connections are read-only. EasyBankStatements can retrieve statements and transactional data, but cannot move money, initiate transactions, or make any changes to an account. We are never in a position to control or operate client bank accounts. Plaid is the same secure financial infrastructure used by Stripe, Coinbase, and other leading fintech platforms. All data is protected using AES-256 encryption at rest and TLS 1.2+ encryption in transit.
Book a 15 Minute demo
See how EasyBankStatements transforms your workflow
Book a quick walkthrough. No pressure, no commitments. We’ll respond within one business day.
Book a 15 Minute demo
See how EasyBankStatements transforms your workflow
Book a quick walkthrough. No pressure, no commitments. We’ll respond within one business day.
Book a 15 Minute demo
See how EasyBankStatements transforms your workflow
Book a quick walkthrough. No pressure. We’ll respond within one business day.