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Bank Statements by Illion

How to integrate Bankstatements with Salestrekker 2.0? How to request bankstatements from clients?

Lilly avatar
Written by Lilly
Updated over 3 months ago

Bankstatements.com.au is a service completely independent of Salestrekker that provides a link to the banks for easy extraction of up to 6 months of the original bank PDFs, latest transaction list and the summary of income and expenses.

How to set up

Firstly, if you don't have an existing account with Illion, go to their site and sign up.

Bankstatements.com.au will provide you with a link containing a 4-character code (for example: https://bankstatements .com .au/r/b/XXXX < the last 4 digits in the URL link will be your code).

With an account that has Multiple brokers there may be 8 characters instead of 4 at the end of the link (for example: https://bankstatements .com .au/r/b/XXXX-XXXX).

Once you have the link and the code, go to Settings > Integration > 3rd party integrations.

Turn on the toggle next to Bankstatements by Illion on the list for 'Personal integrations with 3rd party applications'.

Next, enter your Bankstatements code and click the 'Save' button to confirm activation.

In case your account with Bankstatements by Illion supports Multibank option, be sure to turn it on while activating the integration.

How to use

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