Automatic Chase Bank Statement Fetching Software for Bookkeepers and Accountants
Stop wasting valuable time manually downloading client bank statements. LedgerDocs automates the entire process, saving you hours every month while making the process more efficient and secure. As one of the only platforms offering exclusive support for Chase Bank connections, LedgerDocs is the trusted choice for bookkeepers and accountants looking for an efficient solution to fetch bank statements.
Seamless and Secure Bank Feeds
How It Works
1. Clients Connect Their Chase Accounts
Your clients securely connect their Chase accounts directly to LedgerDocs without sharing sensitive credentials with you or us.
2. Fetch Statements Automatically
Connect Your Bank Accounts Securely
Securely Access clients’ bank transactions without ever asking them to share their banking credentials with you. Simply by having your clients connect their bank accounts in LedgerDocs, you can watch the statements roll in every month without prompting.
Your Bank Wasn’t Listed? Contact Us to Inquire If Your Institution is Compatible
You’ll be happy to note that LedgerDocs works with a wide range of major banks and financial institutions. To verify support of a specific financial institution, feel free to start a live chat, submit a message, or reach out to us at 855-317-0505.
Export Transactions or Fetch Historical Statements and Transactions
Export transactions in various formats like QBO and CSV for seamless integration with your accounting software. If you’re missing a statement, generate custom PDFs from existing bank transactions or let LedgerDocs automate the process.
Speed up catch-up bookkeeping by fetching up to 24 months of historical transactions and PDF statements for connected and supported bank accounts. With LedgerDocs, you can easily automatically download bank statements and keep your work flowing.
Commonly Commonly Asked Bank Fetching Questions
Welcome to the LedgerDocs FAQs, your one-stop resource for all the information you need to make the most out of our Bank Statement Fetching feature.
Yes! LedgerDocs acts as an automatic bank statement downloader, allowing you to auto-fetch Chase Bank statements securely and efficiently.
This is a feature that allows you to automatically download bank statements every month without manual effort. LedgerDocs provides an effective and secure platform for bookkeepers to take advantage of this feature to simplify their workflow. Schedule a demo to see our automatic monthly bank and credit statement fetcher in action.
Absolutely! LedgerDocs is one of the few platforms with exclusive support for Chase Bank connections, offering monthly automatic bank statement fetching.
Yes, LedgerDocs allows you to fetch up to 24 months of historical transactions and 24-month and 6-month bank statement downloads for supported accounts.
Yes, LedgerDocs is designed to function as a monthly automatic credit statement fetcher, ensuring your clients’ bank and credit card statements are collected seamlessly.
Ready to Simplify Your Chase Bank Connections?
