🏦 Bank Statements

Coaching and Financial 360 clients · PlaidSample data
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Connected clients

Every bank login, every month, pulled on a schedule and filed to Drive and the ledger. Nobody asks a client for a statement.
ClientTypeBanksLedger (2026 YTD)Pull a month

Green = statement pulled, reconciled and archived to Drive. Red = login needs re-auth; the client gets a one-tap reconnect link by text and email automatically.

Connected bank accounts
InstitutionConnectedHistoryPull statement
Statement index · 2026 Click a month to open the statement
Reconnect link
The client taps it, logs in to their bank, and is done in about two minutes. No app to install, no statements to download.