Can you pull bank statements or commercial loan data automatically through Plaid or QBO?
No — most banks do not push commercial loan data through Plaid, and Plaid also does not provide bank statements or check images. This is a real limitation because checks are still commonly used in real estate. The presenter noted that, as far as they know, no tool currently can pull that data, including QBO, which has historically been at the forefront of this integration but still has very limited statement-pulling capability. The presenter said they'd be interested to hear if anyone has found a workaround, and mentioned they've found a partial way around the statement issue that they planned to show later in the call.
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