---
title: Bank Account Integration - Manual
description: Bank account statements can be sent to Cascade via email on a recurring basis, eg. weekly or monthly.
---

[Skip to content](https://knowledgebase.cascadedebt.com/bank-account-integration-manual#main-content)

English

Show submenu for translations

[Customer portal](https://support.cascadedebt.com/tickets?hsLang=en)

![cascade-lockup-dark.png\]](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/Logos%20(new)/cascade-lockup-dark.png?height=40&name=cascade-lockup-dark.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Customer portal](https://support.cascadedebt.com/tickets)
- Go to www.cascadedebt.com

 Go to www.cascadedebt.com

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Cascade Debt Knowledge Base](https://knowledgebase.cascadedebt.com/?hsLang=en)
2. [Integrations](https://knowledgebase.cascadedebt.com/integrations?hsLang=en)

# Bank Account Integration - Manual

## Bank account statements can be sent to Cascade via email on a recurring basis, eg. weekly or monthly.

Clients can instruct their banks to send bank data via email. Please see the following steps: 

1\. Download [this reporting template](https://knowledgebase.cascadedebt.com/hubfs/Knowledge%20Base/Bank%20Reporting%20Template.csv?hsLang=en)

2\. The template must be saved as a .csv file with the following table completed:

| bank\_name | account\_number | account\_name | account\_type | statement\_date | closing\_balance | Currency |
| --- | --- | --- | --- | --- | --- | --- |
| description: name of the bank that the account belongs to | description: account number - linked to reporting obligations of the debt facility | description: name of the account - used for easy reference | description: type of account (ex: checking, savings, investment, etc.) | description: date of the closing balance | description: end of day bank account balance | description: Currency of bank account |

3\. Instruct the bank to email the file to the secure Bank Statement Receiver:

[bank-statements-cascade@cascadedebt.com](mailto:bank-statements-cascade@cascadedebt.com)

4\. Inform your Cascade Debt account manager after the first file has been sent to ensure that it has been successfully received.

- [Getting started](https://knowledgebase.cascadedebt.com/getting-started?hsLang=en)
- [General](https://knowledgebase.cascadedebt.com/general?hsLang=en)
- [Onboarding](https://knowledgebase.cascadedebt.com/onboarding?hsLang=en)
- [Data Definitions & Schema](https://knowledgebase.cascadedebt.com/data-definitions-schema?hsLang=en)
- [Integrations](https://knowledgebase.cascadedebt.com/integrations?hsLang=en)
- [Analytics](https://knowledgebase.cascadedebt.com/analytics?hsLang=en)
- [Manage](https://knowledgebase.cascadedebt.com/manage?hsLang=en)
- [Deal Infrastructure/Master Servicing](https://knowledgebase.cascadedebt.com/deal-infrastructure-master-servicing?hsLang=en)

[![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/Logos%20(new)/cascade-lockup-dark.png?width=2000&height=475&name=cascade-lockup-dark.png)](http://www.cascadedebt.com)

Copyright © 2026, Cascade Debt