Never chase clients for bank statements again

Fully Automated Bank Statement Solution

Streem Connect delivers up to date, fast, accurate bank statements with no missed transactions. Clients don't have to create an account and we will remind them when it's time to relink their account.

Quick and Easy Access to Verification Reports

Source of funds verification

Using our PDF verification tool gives you a source of funds report for initial checks towards your AML compliance. Also providing evidence to prove balances, bank account verification and specific transactions to save on file for future reference.

Learn more

Reconcile Accounts in a Matter of Seconds

Compare data and identify problems instantly

Complete reconciling tasks in seconds. A task that may have taken several hours to do manually can now be done in under a minute. Simply upload your transaction sheet and compare it to real bank data.

Learn more

Analyse Expenditure & Revenue Data

Categorised spending data

● See expenditure and revenue over a selected date period.
● See a breakdown of categories.
● Filter to show transactions based on categories.
● Export the data to excel for further analysis.

Learn more

Never chase clients for bank statements again

Fully Automated Bank Statement Solution

Streem Connect delivers up to date, fast, accurate bank statements with no missed transactions. Clients don’t have to create an account and we will remind them when it’s time to relink their account.

Quick and Easy Access to Verification Reports

Source of funds verification

Using our PDF verification tool gives you a source of funds report for initial checks towards your AML compliance. Also providing evidence to prove balances, bank account verification and specific transactions to save on file for future reference.

Learn more

Reconcile Accounts in a Matter of Seconds

Compare data and identify problems instantly

Complete reconciling tasks in seconds. A task that may have taken several hours to do manually can now be done in under a minute. Simply upload your transaction sheet and compare it to real bank data.

Learn more

Analyse Expenditure & Revenue Data

Categorised spending data

● See expenditure and revenue over a selected date period.
● See a breakdown of categories.
● Filter to show transactions based on categories.
● Export the data to excel for further analysis.

Learn more

Who we work with

Built with your business in mind

We've built Streem Connect with core business sectors in mind.
By doing this we believe we have created the perfect platform to streamline our clients day to day working lives with our fully automated bank statement solution.

Accountants & Bookkeepers

Easy access to statements, automatic reconciling, balance alerts and more

Insolvency Practitioners

30 second pre appointment onboarding. Two years worth of transactions with data filtering

Finance brokers & Lenders

Verify source of income, check statements and more within 30 seconds of getting started

Legal Firms

Check statements, verify source of income and assets. Perform initial financial checks for security

How it works

Streamline your workflow
in 3 simple steps

From our platform , you send your clients an email or text message
which allows them to link their bank with one click.

Send your client a link

Add your client's info to the StreemConnect platform and then send them a link with one click.

Client links to streem

Your client clicks the link they are then taken to their online bank and prompted to choose the accounts they would like to share.

Get up to date data

You can now access up to date banking data for your client in StreemConnect. Get alerts, export data and much more.

Try our free trial or book a demo

Get started today with a 14 day free trial. Connect your clients and start utilising the powerful tools within Streem Connect now.

See for yourself with our 14 day FREE Trial

All your client's
accounts in one place

See all the information you need across all of your client's accounts.

Collaborative Working

All your team can access the same data from anywhere. Whether working remotely, in an overseas office or from a local café. Data is always available for you and your team.

Download data

Export CSV and PDF files in the format you need allowing you to upload data straight into Xero, Quickbooks, SAGE and more.

View Statements Online

You don't need to download a CSV to view data. You can view and search account data directly from your browser.

Features

All the features you’ll need
to streamline your workflow

Built with your business in mind with new features constantly being added.

Reconcile Accounts

Our automated reconciler tool can reconcile your clients accounts in seconds. Instantly highlight any erroneous transactions for further investigation.

Set Alerts

Immediately get alerted via if your clients go below their threshold or credit limit. Ideal for book keepers and anyone who needs to closely monitor a bank accounts balance.

Verification Reports

Our bank reports can be used to verify balances, sources of income and more. By using end of day balances and transactions going back up to 2 years. You have all the data you need to verify a customers data.

What our customers are saying

"I have just used The Reconciler feature for the 1st time and it worked brilliantly! It identified 149 duplicated transactions spanning across 3 months, which no doubt would’ve taken possibly hours to identify manually. To identify the transactions probably took less than 30 minutes from sending a text to client to get the bank connected, exporting bank lines from Xero and importing into reconciler. Highly recommended."

Jamie Dawes FCCA ACA Director - Dawes Accountants

"Streem Connect have rapidly become heroes amongst our team. The client sign-up is slick and easy, the platform is intuitive and a pleasure to use and the support team is incredibly responsive. With bank feeds seemingly getting worse all the time, causing frustration, extra work and risk of error, Streem Connect brings back the control that allows us to calmly and confidently serve our clients."

James Lizars CEO - Thrive Accountants

"I have been using Streem Connect for nearly a year and it is a no brainer! It does EXACTLY what it says. Gets the information from my clients bank accounts so I don't have to chase the clients for it. It saves us all time whilst giving us the comfort of knowing that all the bank transactions in the clients accounts are up to date. The customer support is very responsive and the team are constantly looking for ways to improve the user experience. A highly recommend the app."

Veshali Patel (FCCA) Pinnacle Advisory Services Ltd

"Game changer - no waiting around for information.

Faster job turnaround so we’ve managed to grow our practice massively with less stress and without getting overwhelmed!"

Matthew McConnell Kudos Accountants

    Frequently asked questions

    We hope this answers your question

    If not, please get in touch with any questions you have

    What is Streem Connect?

    Through the power of automation, we developed Streem Connect — a simple and effective way of collecting and organising your clients banking data.

    • Get real time balances and precise statements.
    • Securely onboard your clients through a simple mobile banking app linkage.
    • Automate your reconciliation and never miss a transaction again.
    • Automate alerts on cashflow thresholds, credit limits and more.
    • Export all data through CSV’s.
    • Connect multiple accounts for your staff.

    Is Streem Connect secure?

    Yes! When designing the platform, we made security our number one priority. We know how important it is keeping your data and your client’s data safe, which is why we have algorithmically encrypted all data that is exchanged through the platform. We do not collect or store data nor do we have access to any connected accounts funds. We strictly adhere to the Data Protection Act 2018 and are a registered company of the Financial Conduct Authority.

    How much does Streem Connect cost?

    Our pricing structure is very straightforward so that you only pay for the value you gain from using the platform. We have made unlinking clients’ accounts as easy as linking them so that you never pay for any inactive accounts you may have. See our pricing page for more details.

    What makes Streem Connect different?

    With our team’s strong background in accounting and commercial finance, we’ve identified the main struggles of day-to-day bookkeeping and client management. By automating these processes, we’ve developed a platform that is more efficient, accurate and secure than other software’s on the market.

    Who is Streem Connect used by?

    Although designed specifically with accountants in mind, Streem Connect can be used by an array of financial services. Whether you are a finance institution or an insolvency practitioner , we are certain that we can meet your desired needs and add value to your operations.

    Sign up for a free account

    Like what you see but want to fnd out more? Just sign up for a completely free 14 day trial
    now or book a demo and let us show you how powerful Streem Connect can be!