Curious how modern bank statement fetching works? Join our live webinar on Thursday, September 10 at 11 AM PST and see how you can automate statement collection, sign up to hold your spot.
Stop Chasing Bank Statements
Join Our Live Webinar
Curious how modern bank statement fetching works? Join our live webinar on Thursday, September 10 at 11 AM PST and see how you can automate statement collection, sign up to hold your spot.
Automate Bank Statement Fetching in Minutes
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. LedgerDocs is the trusted choice for bookkeepers and accountants looking for an efficient solution to fetch bank statements and automatically download bank transactions.
Bank-level encryption
Trusted by thousands of bookkeepers and accountants
Integrates with QuickBooks Online & Xero
Seamless and Secure Bank Feeds
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.
Instant Bank Statement Fetching
Auto-Sync With QuickBooks & Freshbooks
Eliminate Manual Entry
Secure & Reliable
The Process of Downloading Bank Statements
Clients connect their bank accounts
Link bank accounts directly in LedgerDocs without the need to disclose sensitive information with you or us.
Fetch statements and transactions
LedgerDocs retrieves monthly automatic bank statement download PDFs and monthly transactions, eliminating the need for manual collection!
Who Can Use Bank Statement Fetching
For Bookkeepers
For Accountants
For Firms with Multiple Clients
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 QuickBooks Online 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 with its automatic bank statement downloader.
Speed up catch-up bookkeeping by fetching up to 24 months of historical transactions and 6-month bank statement downloads for connected and supported bank accounts.
Convert CSV to PDF with Ease
LedgerDocs makes it easy to convert PDF bank statements into CSV format. Simply upload a PDF, and LedgerDocs will automatically generate a structured CSV file, ready for import into QuickBooks Online or for reconciliation and reporting in Excel.
This feature seamlessly integrates with Automatic Bank Statement Fetching, allowing you to quickly convert fetched bank statements into CSV format—saving you time and streamlining your workflow.
FAQ’s
We offer a few different options to enable bank fetching on your account.
Option 1 – A standalone Fetch only plan that includes up to 3 fetches, and a pay-per-fetch system depending on the number of statements you need downloaded. The Fetch plan only includes the bank fetching feature and not other core features that automate your document collection. Please get in touch with us for a custom quote.
Bank Statement fetching can also be added to any LedgerDocs plan. Please get in touch with us to add to your plan.
If you’re new to LedgerDocs, create a free 14 day trial here to test out bank fetching.
One “fetch”is equal to one PDF Bank Statement Download for a particular account at a specified financial institution.
For instance, if you have a savings and checking account with Wells Fargo and one with US Bank, using bank statement fetching in this scenario would total 3 “fetches.” Only successful statement “fetches” are charged for.
Yes! We offer a standalone fetch only plan that includes up to 3 fetches, and credit system/pay-per-fetch usage depending on the number of connections. Book a call with us to set up a custom trial account.
Yes, our bank statement fetching feature allows you to automatically download statements and transactions to your LedgerDocs account. You can also save them to your local hard drive on your computer
Once you have successfully connected to your bank, the bank statement(s) PDF’s that you requested will automatically download to LedgerDocs every month, or you can simply fetch on demand. You can also choose the fetch date for your monthly statement per account.
Yes. In the bank fetching tab you are able to select the day of the month that you want to pull a statement.
Please note that unless you discontinue the automated schedule feature, the statement(s) that you requested will continue to be pulled every month. If you exceed your Company plan’s allotment of pulls per month you will be billed an additional fee per statement as per your agreed upon pricing and terms of service. See LedgerDocs’ pricing plan for full information.
LedgerDocs will automatically create a PDF of the pulled statement. You will be able to zoom, rotate and label this PDF as you would for any other document in LedgerDocs.
You can also download the PDF for your own on-site records or even have it automatically sync with Dropbox.
Our advanced PDF features also give users the ability to combine, split, and share PDFs without the use of additional software like Adobe Acrobat.
LedgerDocs takes security very seriously. Here’s how we protect your data:
• We don’t store credentials: Your sensitive login information is never saved on our platform.
• Read-only connections: LedgerDocs establishes read-only connections, ensuring that only authorized data is accessed without the ability to modify or perform transactions.
• Client-managed 2FA: Clients connect their accounts and complete the two-factor authentication (2FA) process themselves, so bookkeepers never need to collect or handle private information.
