EasyBankStatements

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EasyBankStatements is software designed for bookkeeping and accounting firms to collect and organize client bank statements. Clients connect their bank accounts through Plaid, allowing firms to retrieve up to 24 months of historical statements and receive new monthly statements automatically. Statements are organized by client, institution, account, and date and are available in PDF and CSV formats. The platform supports client onboarding, monthly bookkeeping workflows, reconciliation, and recordkeeping processes. EasyBankStatements uses read-only bank connections and does not allow account modifications or fund transfers.