How to Use a Bank Statement Generator for Custom Client Statements
A step-by-step guide for financial professionals on ethically creating custom financial documents for client presentations, software demos, and financial modeling.
The Consultant's Dilemma
Maria is a financial consultant helping a small business secure a line of credit. To support the application, she's built a 12-month cash flow projection showing how the business will manage the funds. To make her forecast tangible and easy for the lender to understand, she wants to present it in the format of a professional bank statement.
Manually creating this document in Word or Excel would be time-consuming and look unprofessional. Using a legitimate bank statement generator, Maria can quickly input her projected data, add her client's branding, and export a polished, clearly watermarked "PROJECTED STATEMENT" in minutes. This adds a layer of professionalism to her work that spreadsheets alone cannot match.
What You'll Need to Get Started
Your Data
A list of transactions (date, description, amount) from your financial model, ready in a spreadsheet.
A Professional Tool
Access to an ethical generator like Bankstatement.app, which supports custom data and secure exports.
Branding Assets (Optional)
Your client's or your firm's logo (PNG or JPG) for professional branding.
A 6-Step Guide to Creating Custom Statements
Prepare & Structure Your Transaction Data
Before using the generator, organize your hypothetical or projected data in a spreadsheet (like Excel or Google Sheets). Your data should have clear columns for:
- Date: The transaction date.
- Description: A clear description of the transaction (e.g., "Projected SaaS Revenue," "Invoice #1234 Payment").
- Debit (-): Money going out of the account.
- Credit (+): Money coming into the account.
Input Your Data into the Generator
Most professional generators, including Bankstatement.app, allow you to easily import this data. You can either:
Upload a CSV File
Save your spreadsheet as a CSV file and upload it directly for instant import.
Copy and Paste
Simply copy the data from your spreadsheet and paste it into the tool's data input table.
Customize Statement Details
This step is where you define the context for your statement. Fill in the fields with your scenario's details:
- Account Holder Info: Your client's name and address (or your own for demos).
- Statement Period: The start and end dates for your projection or report.
- Account Details: A fictional account number for realism.
- Starting & Ending Balances: Input the balances from your financial model.
Add Professional Branding & Watermarks
To elevate your document from a simple data table to a professional report, add branding. Upload your client's logo or your own firm's logo to be displayed on the statement. Crucially, add a clear watermark:
Always select a watermark like "SAMPLE," "PROJECTED," or "FOR DEMONSTRATION ONLY" to ensure the document's purpose is clear and cannot be misconstrued.
Generate and Preview
Click the "Generate" button. The tool will instantly create a preview of your statement. Carefully review the document to ensure all data is correct, dates are right, and branding looks professional. If anything is amiss, you can easily go back and edit the details before finalizing.
Export in a Client-Ready Format
This is where a professional tool like Bankstatement.app truly shines. Instead of just one option, you get multiple export formats, each with a specific professional use case:
Export to PDF
The best choice for official-looking, non-editable documents to share with clients, lenders, or stakeholders.
Export to CSV
Perfect for sharing the raw data with clients who want to perform their own analysis or import it into other software.
Export to JSON
The ultimate professional export. Ideal for developers to use in automated testing or for feeding structured data directly into a web application or API.
Why This Process Elevates Your Services
Saves Hours of Time
Automates the tedious process of manual document creation, freeing you up for high-value consulting work.
Enhances Professionalism
Delivers polished, branded, and consistent reports that build client trust and confidence in your services.
Improves Clarity
Presents complex financial data in a familiar, easy-to-understand format that clients and stakeholders appreciate.
Ready to Create Your First Custom Statement?
Follow the steps in this guide using Bankstatement.app. Experience how easy it is to generate professional, client-ready documents with the most powerful export options available.