Apart from document scan and upload, users can request clients to automatically upload up to six months of bank statements using bankstatements.com.au integration with Salestrekker.

Instructions for setting up your bankstatements.com.au integration can be found here.

When logged in to Client Portal, clients will see bankstatements.com.au button when opening the "Documents" tab from the left side menu.

Once they click on the "open" button, a new portal will open where clients need to enter their credentials for the bank they are requesting statements from.

When the process of ordering statements is completed, statements will show up in the deal under 'Documents' tab.

You can also request bank statements via video conference. Instructions can be found here.

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