Forwarding statements every month is a chore you can hand to us entirely. The banks make this a one-time setup, and then it is done for good.
Option 1, view-only access
Most banks let you add your accountant as a view-only user. We can see statements and activity, and we cannot move money. This is the setup we recommend, because your month-end close never waits on anyone's inbox.
Option 2, e-statement delivery
If your bank does not offer view-only users, most can deliver statements to an email address you choose. Point that delivery at us and your statements arrive the day the bank produces them.
We will set it up with you
Every bank hides these settings somewhere different. Send a note or book a quick call and we will walk through it together. It usually takes about ten minutes.