I would love to see Financial Cents add automated statement fetching using available banking/data APIs such as Plaid, MX, Finicity, or similar providers.

For accounting and bookkeeping firms, collecting monthly bank, credit card, loan, and merchant statements is still one of the most time-consuming parts of the month-end close process. Even with strong client portals and recurring requests, firms still spend too much time chasing statements, logging into portals, downloading PDFs, renaming files, and uploading them into the correct client folder.

The ideal workflow would be:

Financial Cents connects to available statement-fetching APIs, allowing firms to securely link client financial institutions and automatically pull monthly statements when they become available. Those statements would then auto-save into the appropriate client file structure inside Financial Cents.

For example:

Client: ABC Company

Institution: Chase

Account: Operating Checking

Period: April 2026

File auto-saves to: ABC Company > Documents > Bank Statements > 2026 > April 2026

This would be a major win for firms because it would:

Reduce client follow-up and statement-chasing

Improve month-end close timeliness

Keep source documents organized and audit-ready

Reduce manual downloading, renaming, and uploading

Improve consistency across bookkeeping teams

Help firms scale without adding unnecessary admin labor

This would also pair very well with recurring projects and month-end close workflows. A task could automatically update once the statement is received, or the firm could be alerted when a statement is missing after a set date.

Even if not every institution is supported at launch, starting with the major API providers would still solve a huge pain point for bookkeeping and accounting firms. Statement collection is one of those repetitive admin tasks that should be automated as much as possible.

This would make Financial Cents much stronger as a true accounting workflow and document management platform.