How to Download Documents from the Dashboard
We'll explain how to generate bank statements, account confirmation letters, and payment confirmations from your Narvi dashboard.
Downloading CSVs and PDFs from your Narvi business bank account can provide you with a convenient way to keep a record of all your financial transactions, access financial information from any device, and perform financial analysis.It helps with record-keeping, provides easy access to financial data, and enables informed decision-making for your business. Moreover, by automating bank integrations via API with Narvi, you can streamline your financial management and reduce manual effort.Read on to find out how to download bank statements, account confirmation letters, and payment confirmations from your Narvi dashboard with our simple process.In this guide:
- How to download bank statements
- How to download account confirmation letters
- How to download a payment confirmation (Transaction Statement)
Bank Statements
Downloading and storing digital bank statements is essential for accounting, tax preparation, and financial analysis. From your dashboard, you can download your bank statements as either a PDF or a CSV:Step 1 - Click on the "Transactions" TabOnce on your dashboard, click on the “Transactions” tab.)
Step 2 - Select the Date Range for the StatementIn the transactions tab, you can choose a date range to generate your statement.
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Step 3 - Click on "Export".Then click on “Export”.
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Step 4 - Select PDF or CSV formatYou can then choose if you’d like your statement to be in a PDF or CSV format. CSV files enable easy data imports into accounting software for cash flow tracking, while PDF statements provide a clear financial snapshot for stakeholders and loan applications.
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Step 5 - Success!Your statement will then be automatically downloaded to your computer. Here’s a snapshot example of the PDF statement:
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Account Confirmation LetterAn account confirmation letter verifies bank account ownership for third parties, compliance, loans, audits, or tax purposes. It may also be required for visas, business transactions, or large payments to confirm legitimacy.You can easily download an account confirmation letter from your Narvi dashboard in three simple steps.Step 1 - Go to Your DashboardTo download an account confirmation, click on the three dots on your dashboard, beside “Send money”.
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Step 2 - Click on “Account Confirmation Letter”Click on the drop-down “Account confirmation letter”.
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Step 3 - Success!Your account confirmation letter will then be generated and automatically downloaded onto your computer. This letter confirms you have a Narvi bank account and is personalized to your account.
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Payment Confirmation (Transaction Statement)A payment confirmation may be needed to prove that a transaction has been processed correctly and sent to the intended recipient. Additionally, they can be used to challenge incorrect charges or prove timely payments in case of delays. Follow the steps below to generate a payment confirmation:Step 1 - Click on the "Transactions" TabOnce on your dashboard, click on the “Transactions” tab.
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Step 2 - Click on Your TransactionClick on the transaction that you’d like to generate the payment confirmation for.
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Step 3 - Click “Download Statement”To generate a payment confirmation, click “Download statement”.
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Step 4 - Success!The payment confirmation (or transaction statement) will automatically download onto your computer.
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What We Offer
Narvi Payments Oy Ab is an Authorized Electronic Money Institution (EMI). Narvi’s EMI license is granted by the Finnish Financial Supervisory Authority (FIN FSA) with the registration number 3190214-6. Narvi’s license is Passportised to all European Union countries.
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