What Is the Projected Next Statement Date?

LedgerSync now displays a Projected Next Statement Date for each bank account on your dashboard and within the Refresh Statement widget. This date represents when LedgerSync's AI predicts the next bank statement will become available for that account.

Important: This date is not provided by the bank. It is generated by LedgerSync's AI engine, which analyzes each account's historical statement delivery patterns to forecast when the next statement is likely to arrive.

Where to Find It

The Projected Next Statement Date appears in two places:

1. Dashboard — Visible alongside each connected bank account in your client overview
2. Refresh Statement Widget — Displayed when you go to manually refresh a bank statement, giving you context before you initiate a fetch
   
   Dashboard Page
   
   
   
   
   Update Statement Page When Refreshing A Statement
   
   
   
   

Why This Feature Matters

Better Bookkeeper Scheduling

One of the most common inefficiencies in accounting firms is not knowing exactly when client bank statements will be ready. Without visibility into statement availability, firms are left guessing — sometimes scheduling bookkeepers too early (before statements arrive) or too late (after unnecessary delays).

The Projected Next Statement Date gives accounting firm managers and administrators a concrete, AI-informed date to work with, so bookkeeper time can be allocated more precisely and efficiently.

Fewer Unnecessary Refresh Attempts

Manually refreshing bank statements when they are not yet available wastes time for your team. With a projected date visible upfront, you can avoid triggering premature refresh attempts and only fetch when a statement is actually expected to be ready.

How the AI Projection Works

LedgerSync's AI analyzes each account's statement history — including the dates past statements were delivered — to identify patterns and predict the next expected delivery date. Because statement availability varies by bank and account type, the projection is account-specific rather than a generic estimate.

Note: As with any AI-based prediction, the projected date is an informed estimate and may occasionally vary from the actual statement delivery date depending on the bank's behavior.

Summary of Benefits

• Smarter scheduling — Know when to assign bookkeepers to each client account
• Less guesswork — Replace manual estimation with AI-driven insight
• Fewer wasted refresh attempts — Only fetch when statements are expected
• Firm-wide efficiency — Particularly valuable for firms managing large numbers of clients

Need Help?

If you have questions about this feature or notice a projected date that appears significantly off:

• Email: support@ledgersync.com
• Live Chat: Available during business hours in the app