Financial data is the lifeblood of modern businesses and individuals alike. But accessing, organizing, and extracting meaningful insights from this data can be a complex challenge. Today, we're thrilled to introduce Quiltt's newest feature: Statements.

What are Statements?

Statements gives you access to your end-users bank statements, opening a world of possibilities for your applications. Whether you're building accounting or bookkeeping, wealth management tools, lending solutions, or any other product that needs access to precise financial data on file with the bank, Statements provide a seamless, secure, and reliable way to tap into this valuable resource.

Why Statements Matter

• Enhanced Customer Experiences & Accounting Automation: Streamline accounting processes, effortlessly categorize expenses, and offer personalized financial advice. Statements empower you to delight customers with deeper insights and proactive financial solutions.
• Streamlined Decision-Making: For lenders or underwriters, having access to up-to-date statements can drastically speed up loan approvals or risk assessments.
• Data-Driven Innovation: With the structured statement data provided by Quiltt, you can unlock new product ideas, refine marketing strategies, and drive innovation in your industry.

How Statements Work with Quiltt (A Quickstart Guide)

1. Setup a Connector: Have your Quiltt Dashboard ready and ensure you have a Connector set up. If not, you can create one easily. Don’t have a Quiltt Dashboard? No worries, sign up for a free account here.
2. Activate Statements: Enable the "Email OTP" and "Statements" features within your Connector settings. Be sure to choose a provider like MX.
3. Preview & Connect: Click "Preview Connector" to begin. Select your sandbox provider and let the magic happen! Quiltt will start syncing and processing statements.
4. GraphQL Queries: Leverage the power of GraphQL to effortlessly query and retrieve the statement data you need.some text
   • Get all statements, filter for the most recent, search within date ranges – the flexibility is yours.
   • Need help crafting queries? Our GraphQL Explorer within the Profiles page is your trusty sidekick.
5. Stay Notified with Webhooks: Set up webhooks to be instantly alerted whenever new statements become available.

Code Snippet: Filter for Most Recent Statements

query MostRecentAccountsStatements {
  accounts {
    id
    name
    mask
    statements(first: 1, sort: DATE_DESC) {
      nodes {
        id
        startOn
        endOn
        url
      }
    }
  }
}

(More code examples are available in our full documentation!)

Get Started Today

Ready to revolutionize how you work with financial data? Dive into our comprehensive Quiltt Statements documentation and start building.

We're excited to see the incredible applications you'll create with Statements. As always, our support team is here to help you every step of the way.

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