Bank Statements on Autopilot
Automate the fetching, organizing, and delivery of recurring bank statements. No more chasing clients or having to manually retrieve them.
No Clicks. No Hassle.
EasyBankStatements is built for accountants, bookkeepers, and businesses that rely on bank statements every month. Our platform fetches them securely, automatically, and on time. Delivered in PDF, CSV, or JSON format via the Plaid network.
How it works
Request
EasyBanks Statements sends the bookeeping client a secured Plaid connection request.
Approve
Client approves the accounting firm access to the statements
Adjust
Bookkeeper sets up preferences in the client login on easybankstatements.com for date range and format
Automatic
Statements are automatically created and populated in the client's portal for each respective client.
Built for Finance Professionals
Compatible with all Premier Accounting Softwares
"This would save us hours every month. We currently spend so much time chasing clients for their bank statements. Having this automated would be a game-changer for our practice."
"The security aspect is crucial for our clients. Having bank-level encryption and working through Plaid gives us confidence that sensitive financial data is protected."
Statements as a Service.
Stop wasting time chasing statements.
Start automating your financial workflows.
