Welcome to Understatement
Understatement is the easiest way to get official bank statements, directly from your banks. All US banks that support Plaid's Statements product are supported.
Tax prep made easy. Now that's an understatement.
Pricing
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Household
For individuals and families.
Up to 10 bank accounts
$100/year or $10/mo
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Investor
For investors and small offices.
Up to 25 bank accounts
$200/year or $20/mo
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Professional
For entrepreneurs and large offices.
Up to 100 bank accounts
$750/year or $75/mo
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Contact Us
Custom plans available! Contact us at micah@understatement.app for more information.
The previous calendar year of statements can be purchased as a one-time fee.
Monthly subscriptions must pay for each month of the year-to-date when signing up. For example, if you sign up in February, you will pay for January and February.
How it works
- Create an Understatement profile for free and connect all your banks. You will be able to see which banks are supported before paying.
- Select a plan based on the number of bank accounts you have.
- Optionally purchase the previous calendar year of statements.
- Understatement will collect all the available statements from your banks, including the prior year if purchased.
- While your subscription is active, Understatement will automatically collect new statements each month.
- Download your statements from Understatement at any time.
Limitations
- Chase is not supported at this time (we are working on it).
- Investment accounts and credit cards are not supported.