Automated bank statement retrieval for fifty-plus client accounts: collected on schedule, named consistently, and filed where the accounting workflow expects them — before the accountant sits down.
Every morning at an accounting firm began the same way: log into online banking for well over fifty client accounts — two-factor prompt, navigate, export, rename, file — bank after bank. Several hours of clicking before the real work could begin, and one missed morning meant reconciliation slipped for every client behind it.
The automation runs before the workday starts: it connects to each bank, retrieves every new statement, converts formats where the banks disagree, and names and files each one exactly where the accounting process expects it. Anything that fails — an expired credential, a changed bank interface — is flagged to a human instead of silently skipped. Credentials live in secrets management, never in a spreadsheet, and every run is logged inside the firm's Bailey.
"I don't click through bank sites anymore — the statements are waiting."FROM THE PRODUCTION DEPLOYMENT
