Bank Statements For Lenders
Your Lead Gets a Link. You Get Four Months of Official Bank PDF Statements.
BankFetch.ai gives lenders instant access to their leads' bank statements and transactions — without asking for documents, PDFs, or paperwork. Register a lead, send an invite by text or email, and your lender portal receives up to four months of bank statements the moment they connect.
Bank data powered by
Designed to Be Simple
Four Steps. Done in Minutes.
BankFetch.ai is built around one idea: your leads should never have to dig up, scan, or email a bank statement again. They tap a link. You get the data.
Register Your Lead
Log into your BankFetch.ai lender portal and add your lead's name, email, or phone number. That's all the setup required.
They Receive an Invite
BankFetch.ai automatically sends your lead a secure invitation by email or text message. The message contains a single link — nothing else to install, download, or create an account for.
Lead Updates Their Bank Info
Your lead taps the link on their phone or computer, selects their bank, and enters their online banking login. The entire process takes under two minutes.
You Receive Up to 4 Months of Statements
The moment your lead connects, BankFetch.ai pulls up to four months of bank statements and full transaction history directly into your lender portal.
Ongoing monitoring: Once connected, BankFetch.ai continues pulling in new statements each month automatically. Monitor your leads' banking activity and transactions on an ongoing basis without sending another invitation.
Frictionless for Your Leads
All They Do Is Tap a Link.
The experience for your lead is intentionally minimal. They receive a text or email with a secure link. They tap it, select their bank, and enter their online banking credentials. That's it. They cannot see your portal. They cannot access any other information.
No app to download
The entire flow runs in their phone's browser. Nothing to install.
No account to create
Your lead does not register for BankFetch.ai. They only connect their bank.
Done in under 2 minutes
The bank connection flow is optimized for mobile and designed to be completed quickly.
What The Lender Receives
Up to 4 Months of Bank Statements. Delivered Instantly.
The moment your lead connects their bank, BankFetch.ai delivers:
- Up to 4 months of bank statements — pulled directly from the bank, formatted as clean PDF reports
- Full transaction history — every deposit, withdrawal, and transfer, searchable and filterable
- Month-to-date report — transactions from the first of the current month through today
- Ongoing monthly pulls — new statements pulled in each month automatically
- Continuous monitoring — track banking activity and transaction patterns over time
Security note: Bank credentials are never stored on BankFetch.ai servers. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Powered by Mastercard Open Banking and MX.
Built for Lenders
Everything in Your Portal. Nothing on Your Lead's Plate.
Up to 4 Months of Bank Statements
Every lead connection delivers up to four months of bank statements in one shot — pulled directly from the financial institution and formatted as PDF reports.
Ongoing Monthly Statement Pulls
Once a lead is connected, BankFetch.ai automatically pulls in new statements each month. Monitor your leads' financial activity on a continuing basis without sending another invitation.
Secure Invitation by Text or Email
Your lead receives a single link — by text message or email. They tap it, connect their bank, and the data flows into your portal. No login, no app, no account creation required.
Lead-Only Bank Connection
Your leads can only do one thing through BankFetch.ai: connect their bank. They have no access to your portal, your other leads, or any lender information.
Lender Portal with Full Visibility
Monitor every lead in one dashboard. See who has connected, which statements are available, and transaction activity — all in one place.
1000's of Banks Supported
From Chase, Bank of America, and Wells Fargo to regional banks and credit unions — powered by Mastercard Open Banking and MX.
Ready to skip the paperwork? Sign up in under 2 minutes.
$10 per lead · No monthly minimums · No contracts
Bank-Grade Security
Your Leads' Data Is Protected at Every Step.
Credentials never stored
Login credentials pass directly to the bank through Mastercard Open Banking or MX.
AES-256 encryption at rest
All stored data encrypted using AES-256.
TLS 1.3 in transit
All data in motion protected by TLS 1.3 encryption.
Powered by Mastercard Open Banking + MX
Two of the most trusted bank data providers in the industry.
Lead access is locked
Leads can only connect their own bank, nothing else.
Why Lenders Choose BankFetch.ai
No More Chasing Statements.
Most lenders spend hours requesting, following up on, and manually reviewing bank statements. BankFetch.ai replaces that entire process with one link and one tap.
No documents to request
Statements are pulled automatically — not uploaded, not emailed, not scanned.
Tamper-free data
Statements come directly from the financial institution through Mastercard Open Banking and MX.
$10 per lead, no surprises
One flat fee per lead connection. No monthly minimums. No contracts. No setup fees.
Start receiving bank statements from your leads today.
$10 per lead. No contracts. Setup takes less than two minutes.
Get StartedFrequently Asked