🏦 Bank Statements

Coaching and Financial 360 clients · PlaidSample data

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.

Client	Type	Banks	Ledger (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

Institution	Connected	History	Pull 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.