Export Karat Banking statements, documents, and transactions - Karat Help Center

Download Banking statements

1. Go to Banking > Statements
2. Locate the account statement you need

Download Banking documents

1. Go to Settings > Banking
2. Scroll to Documents

From here, you can:

• Download a Bank letter (account verification letter)
• Download available tax documents (such as 1099-MISC/NEC, if issued)

The bank letter includes your entity name, address, and checking account details and can be used for vendor verification or payment setup. If you do not see a document you expect, contact us.

Export Banking transactions

1. Go to Settings > Banking
2. Under Export transactions, choose:
   • All transactions
   • Last month
   • Custom range
3. Select Checking and/or Tax planning
4. Click Download

The file will download in CSV format and can be uploaded into accounting software. Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.