Try it as your client would
This is a pretend month-end request for the October 2026 bank statement. Upload any bank statement PDF (yours, or an old one), or use a sample, and see what your client is told and what you get, in seconds.
Your file is checked in memory and thrown away. Nothing is saved.
What your client sees
Jane's Bookkeeping is requesting documents
Monthly close – October 2026
1
Business bank statements
Full month, all pages.
No statement handy?
What you see
Upload something on the left: the bank, account, month and balances we find show up here.
Like what you see?
Set up a real request for one client in about five minutes. Free during early access, no credit card.
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