Accessing accounting statements

To access your accounting statements for any time period, go to the “Finalized Loan” tab and filter up at the top for the time period you’d wish to download. Then, go to the bottom of the page and click “Print All” for a PDF export of the time period’s transactions (total deposits & total fees)

Ability to download in CSV/Excel coming soon! Until then, please email with your practice details to receive your monthly statements in Excel.