The portals your controller visits by hand.
23 financial institutions and 13 SaaS billing portals are open to every customer today, with 15 more in testing. Each one had to hand over a real statement from a real account before it earned a place on this page.
Fully supported. Battle tested.
Every name below has been proven end to end on real accounts. A bank does not make this list until statements have actually landed, with the beginning balance, the ending balance, and the statement date your reconciliation asks for. Twelve months of history per account, past the six to eight months most portals keep.
Banks & credit unions
Chase
Supported, and patiently waiting for a customer to use it.
Citibank
One login, six accounts, all fetched.
US Bank
18 statements and counting.
Capital One
Rize Credit Union
Bank of America
Wells Fargo
USAA
Wealthfront
Credit & store cards
Nordstrom Card
19 statements fetched.
Saks Fifth Avenue
Discover
Athleta Card
Best Buy Card
Wayfair Card
Home Depot Card
Video Only Card
CareCredit
Loans & mortgages
BSI Mortgage
No codes needed. Our favorite.
Affirm
Upstart
Utilities & telecom
PG&E
Utility accounts reconcile too.
Insurance
Travelers
Insurance declarations, filed.
Business & SaaS billing
Docker
SEMrush
Shippo
Pingdom
GitHub
imgix
Mailgun
Dropbox
Typeform
JetBrains
Zendesk
Datadog
Zapier
In alpha. Almost house-trained.
These connectors exist and are being tested against real portals right now. Customers do not see them in the app until they earn a place on the list above. Some portals fight automation with genuine enthusiasm, which is exactly why alpha exists. You will never find out an account was in alpha by finding a hole in your close.
Credit & store cards
Loans & mortgages
Payments & platforms
Utilities & telecom
Coming soon, in the honest sense.
Two of them: wider coverage through Plaid, and the QuickBooks Online app. Neither is live for customers yet. They stay in this box until they are.
Plaid, and the fallback Plaid asks for.
Plaid reaches more than 12,000 financial institutions across the US, Canada, the UK and Europe, more than 10,000 in the US and Canada alone. Its Statements product returns a real PDF for a named list of major institutions, roughly 40% of US depository accounts, plus a number of smaller banks and credit unions. Where Plaid can hand us the statement, we take it. It is faster for you and cheaper.
Plaid’s own documentation says Statements does not cover every major or long-tail institution and should be used with a fallback. That is the rest of your account list: most depository accounts, and effectively every credit card, loan, and platform billing portal. We are that fallback. We log in and fetch the statement ourselves.
Coming soon: the Plaid-backed institutions are not live for customers yet. We will say so loudly when they are.
Where it all lands.
QuickBooks Online is the destination, not a portal we fetch from. Today we hand you a QuickBooks-ready CSV and the PDF filed behind the number, and your controller imports it.
The QuickBooks Online app that does that import for you is coming soon. Until it ships, it stays in this box and we say so.
Not on the list? That is a request, not a dead end.
Every name on this page started as somebody’s account. Send us the institution and the entities that hold accounts there, and we will tell you where it sits in the queue. Custom connectors are part of the Enterprise conversation.
sales@statementkeep.com
Your close runs through this page.
If an institution is not fully supported yet, it is probably in alpha and getting there. Connect one account and see what comes back.