Say Goodbye to Login Hassles with Automatic Bank Statement Retrieval

Automatically fetch and organize your clients' bank statements with Coral: Fetch, eliminating manual logins and data errors. Ensure accurate bookkeeping with secure, monthly statement retrieval directly within your dashboard.

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Simple Workflow

Connecting your clients to Coral is a breeze. With just a few clicks, they can securely link their bank accounts, and you're all set. Coral takes over from there, retrieving past and future bank statements with zero hassle.

Affordable Pricing

Bank data verification is a bookkeeping essential, not a luxury. That's why Coral: Fetch is priced to bring you indispensable utility without the premium tag. Invest in accuracy and efficiency for all your clients, economically.

Bookkeepers, Elevate Your Role: Ditch Manual Logins for Automated Fetching

Managing the books is a serious business. While QuickBooks and Xero have streamlined bank data integration, the onus is on you to ensure not a single detail is overlooked. This often means logging into countless bank accounts every month to verify client balances—a process that's not only time-consuming but also fraught with the risk of human error. And if you're not doing this due diligence? You're operating on hope that your bank feeds remain uninterrupted and error-free.

We understand because we've been in your shoes. That's why obtaining bank statements shouldn't just be important—it should be effortless. Say goodbye to the tedium of individual logins and the "hope strategy". Welcome to Coral: Fetch.

With Coral: Fetch, simply have your clients connect their bank accounts once, and like clockwork, we'll retrieve their bank statements for you every month. No fuss, no muss. All statements are organized and stored logically under each of your client's profiles in our secure system. You can rest easy knowing that you have all the information you need, safe, sound, and at your fingertips.

Why choose Coral : Fetch?

Effortless Collection

Say goodbye to the manual gathering of bank statements. Coral: Fetch automates the retrieval, delivering statements right to your dashboard monthly.

Error Reduction

Ensure accuracy with automated statement verification. Our system cross-checks your entries, significantly lowering the risk of bookkeeping discrepancies.

Security & Compliance

Your data’s protection is our priority. Coral: Fetch uses Plaid's advanced encryption to keep sensitive financial information secure and compliant with industry standards.

Reconciliation Made Simple

Streamline your month-end processes with automatic balance confirmations. Coral: Fetch simplifies reconciliation, saving time and reducing errors.

We have the answers to your questions.

Why do I need Coral : Fetch?

Coral: Fetch is an essential tool designed to significantly reduce the manual workload of reconciling bank balances. It ensures that your team's efforts are focused on analysis and insights rather than the tedious task of verifying accounting system balances against actual bank statements.

How do you implement it?

Implementation is a snap. Start by linking your clients' QuickBooks or Xero accounts to Coral. Then, invite your clients to securely connect their bank accounts via Plaid. Once set up, Coral: Fetch takes over, seamlessly managing the retrieval and organization of bank statements.

How many clients can I have on Coral : Fetch?

Coral: Fetch is designed to scale with your firm's growth. Effortlessly switch between client accounts with no limitations—our platform supports an unlimited number of clients and their respective banks, ensuring your expanding portfolio is always manageable.

Do you offer support?

Absolutely! We don't just create tools, we use them. Our dedicated team is always ready to tackle your questions and ensure a smooth experience with Coral: Fetch.

Get Early Access - Transform Your Bookkeeping with Coral : Fetch

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