STATEMENTS
Every dollar in and out, on one monthly statement.
What your accountant gets each month.
One statement per calendar month, for every month since you opened the account. The current month is there too, marked in progress.
- Balances
Opening, closing and running
Every line shows the running balance after it.
- Money in
Every payment received
Client payments and deposits, with any deposit fee on its own line.
- Money out
Every withdrawal and payment sent
Withdrawals to your bank, payments you sent and transfers, each with its fee on its own line.
- Conversions
The rate on the line
When a line changed currency, the statement shows the rate and the amount on the other side.
- Your name
Your business and logo
The PDF carries your business name and logo.
Give your accountant the file they ask for.
- 01
Statement, PDF
One file per month.
- 02
Statement, CSV
Date, type, description, amount, currency, running balance and reference on every line, plus the rate and converted amount on conversions.
- 03
Invoices, CSV
Every invoice you sent or received, filtered by date range or status, with line items, tax, totals and balance due.
A receipt for every withdrawal.
Date, rail, fee, rate and transfer ID. Print it, or open it again from your transfer history.