Bookkeepers need a reliable way to get bank and credit card statements automatically each month without relying on clients to send them manually.
QBO's automatic bank feed integration is unreliable (hit or miss) for automatically pulling bank and credit card statements for reconciliation, forcing the bookkeeper to manually request statements from clients.
Workarounds Described
- Manually asks clients to send bank statements via email monthly
- Follows up multiple times with clients who forget to send statements
Implied Software Gaps
- Automated bank statement collection platform that pulls statements directly from financial institutions without client intervention
- Seamless integration with QuickBooks Online to populate reconciliation screens with downloaded statements
AutoStatement Pro
AutoStatement Pro is a cloud-based platform that automatically fetches and securely stores monthly bank and credit card statements from all major financial institutions. It connects directly to hundreds of banks, eliminating the need for clients to manually upload or send statements. The app integrates seamlessly with QBO and other accounting software, providing a single source of truth for reconciliation.
- Automated monthly statement retrieval from 10,000+ banks and credit card issuers
- Direct integration with QBO and other accounting platforms for one-click reconciliation
- Secure statement storage with multi-user access for clients and accountants
- Real-time alerts for missing or incomplete statements
Existing Solutions Mentioned
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