How do you get my bank statements each month?
We ask you to safely connect your accounts to LedgerSync, a free, secure 3rd party software, so that we are automatically provided with your bank statements now and every month after.
You simply connect your accounts once and you are done, you never have to send us anything after that! Its one of the ways we try to make less work for our clients.
Again, it’s very safe. Nobody can see your passwords.
If you have not already set up a LedgerSync account with us, click here to set one up. Add your banks, then email our support team (firstname.lastname@example.org) letting them know you set up your account.