Need a statement for your accountant, a letter with your account details, or a receipt for a single payment? Your business dashboard keeps these in one place.
Account statements
Sign in at https://app.calen.finance.
Open Banking, then the account you need, then Statement.
Pick the dates.
Download a PDF or a CSV.
If there were no transactions in that period, we'll tell you. If a download isn't available for that period, open in-app chat or email [email protected] and we'll send one to you.
You need permission to download statements for that account. If you don't have it, ask an admin.
Official letters
If you need a letter to show your account details, for example to a client or an accountant, go to Documents and request an official letter. We'll let you know when it's ready to download.
Transaction receipts
Open the payment in Activity. From there you can view the details, and download or share a receipt if you need a record.
Verification documents
Documents you uploaded when you verified the business are listed in Documents, so you can find them again.
Good to know: Look under Documents for letters and uploaded files, and inside each account in Banking for statements.
Quick tip: Use a clear date range, such as one calendar month, so the statement is easy to share.
What's next: See How to get a statement, and How to get account details to receive from clients.