SECURITY & DATA PROTECTION
Security built for bookkeeping
and accounting firms
Security built for bookkeeping
and accounting firms
EasyBankStatements is designed to help firms securely automate statement collection using trusted bank connectivity and read-only access to financial data.
EasyBankStatements is designed to help firms securely automate statement collection using trusted bank connectivity and read-only access to financial data.
Last Revised: June 2026
At a Glance
Here are a few important things to know about how EasyBankStatements protects financial data and securely connects bank accounts.
✓ Read-only access — EasyBankStatements cannot move money, initiate transfers, or make changes to bank accounts.
✓ No banking credentials stored — EasyBankStatements does not store online banking usernames or passwords.
✓ Secure bank connectivity — Bank connections are facilitated through trusted financial connectivity providers, including Plaid.
✓ Built for bookkeeping and accounting firms — Firms control which clients and accounts are connected to the platform.
✓ Action only when needed — EasyBankStatements handles retries and background processing automatically, notifying firms only when attention is required.
At a Glance
Here are a few important things to know about how EasyBankStatements protects financial data and securely connects bank accounts.
✓ Read-only access — EasyBankStatements cannot move money, initiate transfers, or make changes to bank accounts.Clients and client representatives
✓ No banking credentials stored — EasyBankStatements does not store online banking usernames or passwords.
✓ Secure bank connectivity — Bank connections are facilitated through trusted financial connectivity providers, including Plaid.
✓ Built for bookkeeping and accounting firms — Firms control which clients and accounts are connected to the platform.
✓ Action only when needed — EasyBankStatements handles retries and background processing automatically, notifying firms only when attention is required.
Read-Only Bank Access
EasyBankStatements provides read-only access to financial account information required to generate statements and automate monthly statement collection.
EasyBankStatements cannot:
❌ move money between accounts
❌ initiate transfers or payments
❌ send wires or e-Transfers
❌ modify account settings
❌ open or close bank accounts
The platform is limited to retrieving transaction and account information necessary to generate statements and related reporting.
This means firms and their clients maintain full control of their financial accounts at all times.
Read-Only Bank Access
EasyBankStatements provides read-only access to financial account information required to generate statements and automate monthly statement collection.
EasyBankStatements cannot:
❌ move money between accounts
❌ initiate transfers or payments
❌ send wires or e-Transfers
❌ modify account settings
❌ open or close bank accounts
The platform is limited to retrieving transaction and account information necessary to generate statements and related reporting.
This means firms and their clients maintain full control of their financial accounts at all times.
Read-Only Bank Access
EasyBankStatements provides read-only access to financial account information required to generate statements and automate monthly statement collection.
EasyBankStatements cannot:
❌ move money between accounts
❌ initiate transfers or payments
❌ send wires or e-Transfers
❌ modify account settings
❌ open or close bank accounts
The platform is limited to retrieving transaction and account information necessary to generate statements and related reporting.
This means firms and their clients maintain full control of their financial accounts at all times.
Secure Bank Connectivity
EasyBankStatements uses trusted financial connectivity providers, including Plaid, to securely connect financial accounts and retrieve transaction data required for statement generation.
Plaid is widely used across the financial technology industry and connects to thousands of financial institutions in the United States.
EasyBankStatements does not directly collect or store online banking usernames or passwords. Bank authentication is handled securely through supported connectivity providers and participating financial institutions.
Because financial institutions maintain control over account access, certain connections may occasionally require reauthentication or additional verification by the account holder.
Institution availability, supported features, and statement access may vary depending on the financial institution and account type.
Secure Bank Connectivity
EasyBankStatements uses trusted financial connectivity providers, including Plaid, to securely connect financial accounts and retrieve transaction data required for statement generation.
Plaid is widely used across the financial technology industry and connects to thousands of financial institutions in the United States.
EasyBankStatements does not directly collect or store online banking usernames or passwords. Bank authentication is handled securely through supported connectivity providers and participating financial institutions.
Because financial institutions maintain control over account access, certain connections may occasionally require reauthentication or additional verification by the account holder.
Institution availability, supported features, and statement access may vary depending on the financial institution and account type.
Data Protection & Security
Protecting financial data is a core part of how EasyBankStatements operates.
EasyBankStatements is designed to securely process and store only the financial information necessary to support statement generation, account connectivity, and related bookkeeping workflows.
We use secure methods to transmit and store data associated with platform activity and bank connectivity. Access to systems and account information is restricted to authorized users and limited personnel only when necessary to support platform operations or troubleshoot issues.
While no online platform can guarantee absolute security, EasyBankStatements is committed to maintaining responsible security practices appropriate for financial workflows.
Data Protection & Security
Protecting financial data is a core part of how EasyBankStatements operates.
EasyBankStatements is designed to securely process and store only the financial information necessary to support statement generation, account connectivity, and related bookkeeping workflows.
We use secure methods to transmit and store data associated with platform activity and bank connectivity. Access to systems and account information is restricted to authorized users and limited personnel only when necessary to support platform operations or troubleshoot issues.
While no online platform can guarantee absolute security, EasyBankStatements is committed to maintaining responsible security practices appropriate for financial workflows.
Access Controls & Firm Permissions
EasyBankStatements supports bookkeeping and accounting firms managing multiple clients and team members.
Firms control which authorized users have access to their EasyBankStatements account. Access may vary depending on user roles, permissions, and firm configuration.
Firms are responsible for managing authorized access to their account, including adding or removing team members and ensuring that access credentials are kept secure.
EasyBankStatements recommends limiting account access to authorized personnel directly involved in bookkeeping, accounting, or operational workflows.
Access Controls & Firm Permissions
EasyBankStatements supports bookkeeping and accounting firms managing multiple clients and team members.
Firms control which authorized users have access to their EasyBankStatements account. Access may vary depending on user roles, permissions, and firm configuration.
Firms are responsible for managing authorized access to their account, including adding or removing team members and ensuring that access credentials are kept secure.
EasyBankStatements recommends limiting account access to authorized personnel directly involved in bookkeeping, accounting, or operational workflows.
Statement Generation & Reliability
EasyBankStatements automates the collection and preparation of monthly bank statements for bookkeeping and accounting workflows.
When accounts are connected, EasyBankStatements works in the background to retrieve account activity and prepare statements according to platform schedules and supported institution capabilities.
In some cases, financial institutions may temporarily restrict access, require reauthentication, or limit the availability of account information. When this occurs, EasyBankStatements may retry connections automatically and request action only when attention is required.
Statement availability, timing, formatting, and supported features may vary depending on the financial institution, account type, and enabled platform functionality.
EasyBankStatements continuously works to improve institution coverage and reliability, but uninterrupted access across all institutions cannot be guaranteed.
Statement Generation & Reliability
EasyBankStatements automates the collection and preparation of monthly bank statements for bookkeeping and accounting workflows.
When accounts are connected, EasyBankStatements works in the background to retrieve account activity and prepare statements according to platform schedules and supported institution capabilities.
In some cases, financial institutions may temporarily restrict access, require reauthentication, or limit the availability of account information. When this occurs, EasyBankStatements may retry connections automatically and request action only when attention is required.
Statement availability, timing, formatting, and supported features may vary depending on the financial institution, account type, and enabled platform functionality.
EasyBankStatements continuously works to improve institution coverage and reliability, but uninterrupted access across all institutions cannot be guaranteed.
What EasyBankStatements Does Not Do
To help clarify the scope of the platform, here are a few things EasyBankStatements does not do.
❌ Move money between accounts
EasyBankStatements cannot transfer funds, initiate wires, or send payments of any kind.
❌ Initiate transactions or account activity
The platform cannot modify transactions, edit balances, or interact with financial accounts beyond supported read-only access.
❌ Store online banking usernames or passwords
Bank authentication is securely handled through supported financial connectivity providers and participating financial institutions.
❌ Replace firm judgment or accounting review
Firms remain responsible for reviewing statements and determining suitability for bookkeeping, tax, audit, lending, compliance, or other professional purposes.
❌ Guarantee uninterrupted institution connectivity
Financial institutions may occasionally require reauthentication, maintenance, or additional verification that can temporarily impact account connectivity.
What EasyBankStatements Does Not Do
EasyBankStatements is designed to help bookkeeping and accounting firms automate statement collection and related workflows.
To help clarify the scope of the platform, EasyBankStatements does not:
❌ Move money between accounts
EasyBankStatements cannot transfer funds, initiate wires, or send payments of any kind.
❌ Initiate transactions or account activity
The platform cannot modify transactions, edit balances, or interact with financial accounts beyond supported read-only access.
❌ Store online banking usernames or passwords
Bank authentication is securely handled through supported financial connectivity providers and participating financial institutions.
❌ Replace firm judgment or accounting review
Firms remain responsible for reviewing statements and determining suitability for bookkeeping, tax, audit, lending, compliance, or other professional purposes.
❌ Guarantee uninterrupted institution connectivity
Financial institutions may occasionally require reauthentication, maintenance, or additional verification that can temporarily impact account connectivity.
What EasyBankStatements Does Not Do
EasyBankStatements is designed to help bookkeeping and accounting firms automate statement collection and related workflows.
To help clarify the scope of the platform, EasyBankStatements does not:
❌ Move money between accounts
EasyBankStatements cannot transfer funds, initiate wires, or send payments of any kind.
❌ Initiate transactions or account activity
The platform cannot modify transactions, edit balances, or interact with financial accounts beyond supported read-only access.
❌ Store online banking usernames or passwords
Bank authentication is securely handled through supported financial connectivity providers and participating financial institutions.
❌ Replace firm judgment or accounting review
Firms remain responsible for reviewing statements and determining suitability for bookkeeping, tax, audit, lending, compliance, or other professional purposes.
❌ Guarantee uninterrupted institution connectivity
Financial institutions may occasionally require reauthentication, maintenance, or additional verification that can temporarily impact account connectivity.
Questions About Security?
We understand that bookkeeping and accounting firms handle sensitive financial information and may have questions about security, bank connectivity, or data handling.
If you have questions about how EasyBankStatements works, how financial data is accessed, or how we approach platform security, we’re happy to help.
Questions about security or bank connectivity?
Contact us at support@easybankstatements.com
Questions About Security?
We understand that bookkeeping and accounting firms handle sensitive financial information and may have questions about security, bank connectivity, or data handling.
If you have questions about how EasyBankStatements works, how financial data is accessed, or how we approach platform security, we’re happy to help.
Questions about security or bank connectivity?
Contact us at support@easybankstatements.com
Last Revised: June 2026
