Bank Statements, Collected and Reviewed
The two slowest parts of a Medicaid application are getting bank statements and reading them.
StatementFetch retrieves statements straight from the bank. StatementScan reads them with AI and flags the transactions a caseworker will ask about.
StatementFetch gets the statements.
StatementScan finds what matters.
StatementScan finds what matters.
Problem 1: Getting Them
Collecting Bank Statements Takes Weeks
Clients bank at several institutions, statements trickle in for weeks, and one missing month can hold up the whole file.
Clients take weeks to send statements
Six or more accounts to track per client
Re-requesting statements means starting over
Solution: StatementFetch
StatementFetch Retrieves Them Automatically
Your client connects their bank through a secure Plaid link. StatementFetch pulls up to 24 months of history and delivers an Account Ledger Statement formatted for caseworkers. Plans start at $129/month.
Send your client a secure Plaid link
We retrieve up to 24 months of transactions
Download a ledger formatted for caseworkers
Problem 2: Reading Them
StatementScan Reads Every Statement for You
Reviewing hundreds of pages line by line is where errors and delays creep in. StatementScan turns bulk PDF statements into structured data and flags the transfers, gifts, and withdrawals a caseworker will ask about.
Upload statements in bulk as PDFs
Every transaction turned into structured data
Flags transactions that could affect eligibility
Let’s Talk
Thinking of adding Medicaid application prep or planning to your business? Reach out to us, and let us share with you how Medicaidsoft can help.
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