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

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

query Statements {
  statements {
    nodes {
      id
      url
      startOn
      endOn
      account {
        id
      }
    }
  }
}

Link to this section#Most Recent Statement per Account

query MostRecentAccountsStatements {
  accounts {
    id
    name
    mask
    statements(first: 1, sort: DATE_DESC) {
      nodes {
        id
        startOn
        endOn
        url
      }
    }
  }
}

Link to this section#Filter by Date Range

Query statements covering a specific period:

query ForADateRange {
  statements(filter: {
    for: {
      start: "2024-05-01",
      end: "2024-05-31",
      accountIds: "acct_12xBsJKrI455PNcaCkqpGh"
    }
  }) {
    nodes {
      id
      startOn
      url
      endOn
      account {
        id
      }
    }
  }
}

Link to this section#Find Statement for Specific Date

Useful for verifying transactions on a particular day:

query OnADate {
  statements(filter: {
    on: "2024-05-15",
    accountIds: ["acct_12xBsJKrI455PNcaCkqpGh"]
  }) {
    nodes {
      id
      startOn
      url
      endOn
      account {
        id
      }
    }
  }
}

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:

{
  "environment": {
    "id": "env_12x7tvznCY1sViGjIodYZG",
    "mode": "TEST",
    "name": "Demo",
    "metadata": null
  },
  "eventTypes": [
    "statement.ready"
  ],
  "events": [
    {
      "id": "evt_12xBw2z462GwN9789v9WOQ",
      "type": "statement.ready",
      "profile": {
        "id": "p_12xBsIaXKUM3DAZJ8ujQp7",
        "uuid": "0190db0c-0b7d-70fb-afff-dbb1b4fffa21",
        "metadata": null
      },
      "record": {
        "id": "stmt_12xBsK2UMUCC25KkCApg66",
        "accountId": "acct_12xBsJKrI455PNcaCkqpGh",
        "startOn": "2024-04-01",
        "endOn": "2024-04-30",
        "url": "https://cdn.quiltt.io/v1/private/.../statement.pdf"
      }
    }
  ]
}

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