Account Statements

Fetch PDF bank statements via GraphQL. Query by date range, specific dates, or get the most recent statement per account.

Time: ~10 minutes Availability: Sandbox, Test (Production coming soon)

Link to this section#Prerequisites

• Quiltt Dashboard account (sign up)
• Connector configured (we'll create one if needed)

Link to this section#Step 1: Configure Connector

In the Dashboard:

1. Go to "Connectors"
2. Create or edit a Connector
3. Enable Email OTP authentication (for preview)
4. Enable Account Statements product
5. Enable a provider (e.g., Mock for testing)

Link to this section#Step 2: Connect an Account

1. Click "Preview Connector"
2. Complete the connection flow
3. Select a provider (use Mock in Sandbox for guaranteed statements)
4. Statements sync automatically in the background

Note: Providers may have different sandbox PDFs. Mock provider always generates test statements.

Link to this section#Step 3: Query Statements

Use the GraphQL Explorer (in Dashboard → Profiles) to test queries.

Link to this section#Get All Statements

Link to this section#Most Recent Statement per Account

Link to this section#Filter by Date Range

Query statements covering a specific period:

Link to this section#Find Statement for Specific Date

Useful for verifying transactions on a particular day:

Link to this section#Step 4: Set Up Webhooks

Get notified when statements are ready:

1. Go to Dashboard → Webhooks
2. Create or edit a subscription
3. Subscribe to statement.ready event

Payload example:

Link to this section#Next Steps

You've successfully set up Account Statements! This feature works with webhooks to notify you when statements are available.

Related Tutorials:

• Authentication Tutorial - Session token setup and management
• Multi-Aggregator Connectors Tutorial - Build a full connection flow
• GraphQL Tooling Tutorial - Set up type-safe GraphQL

Reference Documentation:

• Statements API reference - Complete statements documentation
• Webhooks guide - Real-time event notifications
• Finicity integration - Provider-specific configuration
• Plaid integration - Provider-specific configuration

Questions? Contact support