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.
How it Works
From connection to ready-to-use statements - fully automated
Organized Statements
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
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
Set up in minutes with guided onboarding.
Start small and validate the workflow quickly.
Statements are fetched and organized every month.
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.