PDF statement template

Send customer statement PDFs from one reusable template

Docuplate is a PDF statement template builder that combines opening balance, transaction lines, and closing totals into batch-ready account statements you can download or generate from CSV.

Finance teams run monthly statement cycles. Design the layout once, bind account and transaction data, and batch-generate statement PDFs from a spreadsheet or API.

Why teams use Docuplate

  • Transaction tables

    Line items, payments, and running balances stay aligned as structured blocks.

  • Batch from CSV

    Upload one spreadsheet row per customer and generate dozens of statement PDFs in one run.

  • Consistent branding

    Reuse fonts, headers, and footer blocks across invoices and statements.

  • Preflight before send

    Flag blank account numbers and total mismatches before statements leave your account.

How it works

  1. Step 1

    Design the statement layout

    Add customer block, transaction table, opening and closing balance fields.

  2. Step 2

    Prepare statement data

    Map account ID, transactions, dates, and amounts to JSON or CSV columns.

  3. Step 3

    Download or batch

    Generate individual PDFs or run a CSV batch for monthly statement cycles.

Common questions

Can I batch customer statements from a spreadsheet?

Yes on Starter and above. Upload a CSV with one row per customer or statement period.

Do statements share fields with invoices?

Is there an API for statements?

Ready to try it?

Free plan includes starter templates and 50 PDF downloads per month.

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