Account Statements made simple .
Your secure, streamlined solution for managing and sharing account statements, ensuring your financial data is always safe and easily accessible.
Everything You Need in One Place
Explore the key features that make Statements Direct the ultimate tool for managing your financial statements. From automatic syncing to seamless sharing, we've got you covered.
Easily manage all your statements in one secure place with automatic syncing and organization, keeping your finances hassle-free.
Get Started Today
Join the thousands already using Statements Direct to take control of their finances—it's fast, easy, and secure!
Try for freeLoved by people worldwide.
CPAs and everyday users are making their financial lives easier with Statements Direct. See how our service is taking the hassle out of managing and sharing statements.
Statements Direct takes the stress out of organizing my finances. I can share my statements with my accountant with zero hassle.
Personal UserAs a CPA and a personal user, Statements Direct has made both sides of my financial life easier. I can manage my clients' accounts and my own with the same simple interface!
Tax Consultant
The simplicity of Statements Direct means I can focus on advising my clients rather than sorting through endless paperwork. It’s been a game-changer for my practice.
CPA and Financial AdvisorWith Statements Direct, I can easily request and receive monthly statements from all my clients in one place. It’s a real time-saver!
Senior Accountant
Statements Direct has revolutionized how I manage my clients' financial records. No more chasing down documents—everything is just a click away!
Tax ConsultantConnecting my accounts to Statements Direct was seamless, and now I get all my statements automatically. Sharing them with my CPA is just as easy!
Small Business Owner
Simple pricing, for everyone.
Choose from our flexible monthly pricing plans designed to fit your needs.
Starter
Perfect for those who want to easily connect their own accounts and automatically receive monthly statements.
$4
- Sync statements from a single account
Small business
Ideal for CPAs or business owners who need to collect and organize statements from multiple accounts, all automatically delivered and easily accessible.
$15
- Sync statements from up to 10 accounts
- Share statements with unlimited users
Enterprise
Get tailored solutions, volume pricing, and dedicated support for your team
$50/mo+
- Sync statements from unlimited accounts
- Share statements from unlimited accounts
Frequently asked questions
If you can’t find what you’re looking for, email our support team.
How do I connect my financial accounts to Statements Direct?
It's easy! Just sign in, select your bank or financial institution, and follow the prompts to securely link your accounts. Once connected, your statements will be automatically synced each month.
Can I share my statements with multiple CPAs?
Absolutely! You can add multiple CPAs to your account and choose which statements to share with each one. Managing your financial relationships has never been easier.
Is my data safe with Statements Direct?
Yes, your data security is our top priority. We use bank-level encryption and secure servers to ensure your financial information is always protected.
How do CPAs request statements from their clients?
CPAs can easily request statements by logging into their account and sending a request to their clients. Clients will receive a notification and can approve the request with a click.
What happens if my financial institution isn't supported?
We're constantly adding new institutions, but if yours isn't supported yet, you can manually upload statements or contact our support team for assistance.
Can I cancel my account at any time?
Yes, you can cancel your Statements Direct account at any time with no penalties. Just go to your account settings and follow the cancellation instructions.
How does pricing work for CPAs?
CPAs can choose from a variety of flexible plans based on the number of clients they manage. You only pay for the features you need, with no hidden fees.
Is there a limit to the number of statements I can store?
No, there’s no limit! You can store as many statements as you need, and they’ll be securely archived for easy access whenever you need them.
Can I integrate Statements Direct with other accounting software?
Yes, Statements Direct integrates seamlessly with popular accounting software, making it simple to import and manage your clients' financial data.