How do I download statements and documents for my business account?

You can download account statements, card statements, transaction history, and a proof of ownership letter for your business from Documents & Statements in the ether.fi web app.

If you have a personal account, see https://help.ether.fi/en/articles/860132-how-do-i-download-statements-and-documents-for-my-personal-account
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Access depends on each person's role on the business account.

To change a team member's role:

ether.fi provides several statement and document options to help you manage your financial records in one place.

Documents & Statements is available in the ether.fi web app.

For a spreadsheet, choose Transaction History, or choose CSV on an account statement, then select Download CSV or Download Excel.

Emailed documents go only to the person who requested them.

Yes. When you choose Card statement, select a card from the Cards list or leave it on All cards.

Each card shows its name and last four digits. Cards that aren't active also show their status. All cards includes cards that have since been deleted, so past spending is still covered.

To include payments that haven't settled, turn on Include pending card authorizations.

Yes. On an account statement, turn on Include 90-day average and lowest balance.

This adds a Balance history section showing your account's average balance and lowest balance over the last 90 days.

Statements with this option are PDF only and sent by email.

Yes. Choose Transaction History and use the Receipts filter:

You can also filter by activity, transaction type, status, amount, and card.

If you've selected one team member in your transaction view, the export only includes that member's transactions.

Yes. Each team member with access can turn this on for themselves.

From the next month, the account statement for the previous full month arrives on or around the 3rd. It comes as a PDF attached to an email titled "Your ether.fi account statement for" the relevant month.

The monthly statement includes pending transactions but doesn't include bank details, your crypto address, or the 90-day balance history.

This applies to future statements only. Earlier months aren't sent automatically, but you can download them from Documents & Statements.

You need a verified email address to turn this on.

All amounts are shown in USD. Your business is identified by its legal name, registered address, and registration number.

Balances are net balances, meaning assets minus anything borrowed.

Card payments show the merchant location, the card's last four digits, and the original currency.

The letter is addressed "To whom it may concern" and confirms that your business holds the ether.fi account.

That depends on the bank or institution. The letter is issued by ether.fi, and every page shows a document ID and issue date at the bottom. It isn't signed or stamped.

Check what the institution requires before sending it.

Yes. Bank details and your crypto address can be added to account statements and proof of ownership letters when generated as PDFs.

If your business has more than one virtual bank account, such as USD and EUR, choose which one to show.

Account and card statements use your account's statement time zone, which is UTC unless an Admin has changed it. Transaction History exports use UTC.

Statements are sent by email only when the period is longer than 60 days or Include 90-day average and lowest balance is turned on.

Yes. Choose CSV under Export format when all of the following are true:

Card statements and proof of ownership letters are PDF only.

After you select Generate PDF, you can close the window. The PDF downloads automatically when it's ready. If it doesn't start, open Documents & Statements again and select Download PDF.

You can prepare one PDF download at a time. If you see "Statement in progress", wait for the first document to finish or cancel it.

For Email to Me, keep the window open until you see:

"Your PDF document is being prepared and will be emailed to you."

The PDF is sent to your verified email address in an email titled "Your ether.fi document is ready."

Only Admins and Bookkeepers can use Documents & Statements.

Assistants and Employees can export their own transactions instead. An Owner also needs the Admin or Bookkeeper role to access Documents & Statements.

Your business must have completed business verification (KYB).

Until then, you'll see:

"Complete business verification (KYB) to request this document."

Each person can request up to 20 documents an hour.

If you have questions about statements and documents, reach out to Support by clicking the chat icon in the bottom-right corner.