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Finance

Generate account statement PDFs from your data

A statement is a running ledger — opening balance, dated activity, closing figure. The table is the document, so it has to repeat its header across pages and keep the aging summary legible.

3 designs, each a separate take on the same document rather than a recolour of one layout: Minimal, type-led, Side rail and Card-grid dashboard. Every preview below is the actual compiled output, not a mock-up.

Open one in the editor and render it from your own JSON over the API — 1 page of A4 portrait, the same engine either way.

Designs
3
Page size
A4 portrait
Length
1 page
Document family
Financial operations

Account statement designs

How the account statement designs differ

Same document, same data model, 3 different arguments about how it should look on paper. Pick on layout and typography — the content behaves identically.

Design Layout Palette Typefaces Pages
Aging Band Minimal, type-led Indigo & coral Montserrat + Lato 1 · A4 portrait
Balance Rail Side rail Slate & emerald Montserrat + Merriweather 1 · A4 portrait
Plum Console Card-grid dashboard Plum & gold JetBrains Mono + Inter 1 · A4 portrait

What your data drives in an account statement

Each design is authored against an explicit reflow contract, so it is defined up front which blocks are emitted once per record and which fields absorb longer content. That is what stops the layout falling apart at a hundred rows.

Design Repeats per record Grows with your data
Aging Band transaction rows (column heads repeat on page break); the aging band is always exactly five segments and its legend always exactly five columns the period note under the band; remit, credit and terms columns at the foot; transaction detail text
Balance Rail transaction rows in the ledger column (column heads repeat on page break) the billed-to block; account-manager block; the two closing notes under the table
Plum Console transaction rows inside the ledger card (column heads repeat on page break); the aging card is always exactly five buckets the statement note and payment instructions; the query card; transaction detail text

More finance documents

Who uses account statement templates

These document sets each include the account statement designs above.

Start from one of these account statement designs

Open a design in the editor and the agent reshapes it around your schema — then render it from your own data over the API, or let your users edit it in the embedded editor.