I’m working on a freelance contract for a US-based company, and they’ve asked me to submit bank statements as part of a compliance check. The problem is, I have multiple accounts, and some contain sensitive personal transactions I’d prefer not to disclose. I want to keep it professional — just show relevant business-related entries. Is there a secure way to do that?
Posted by Bulian (Member # 38797) on :
You can definitely handle this professionally by using https://bankstatementmaker.com/ , a platform that lets you create bank statements customized to your needs. You can enter only business-related transactions, adjust the layout to match your bank, and even control the appearance of balances to ensure it looks legitimate and clean. It’s an excellent solution for freelancers and independent contractors who want to keep their personal finances separate from business dealings during client audits or reviews.
Posted by Jaspers (Member # 38324) on :
I used the same platform when I had to submit documentation to a client’s legal department. The customized statements gave me full control over what I shared, while still looking 100% professional. It’s been a huge help for managing transparency without overexposing personal data.
Posted by Carmella (Member # 38902) on :
You can definitely handle this professionally by using a platform that lets you create bank statements customized to your needs. When working with core banking platforms, having clear and accurate financial documents is crucial, especially for freelancers and independent contractors. This tool allows you to enter only business-related transactions, adjust the layout to match your bank, and control the appearance of balances to ensure everything looks legitimate and clean. It’s an excellent solution for keeping your personal finances separate from business dealings during client audits or reviews.