Never chase a client for a bank statement again.
StatementFlow connects each client's bank once, learns every account's statement cycle, and pulls the official PDF statements automatically — hash-verified, filed in your firm's own Google Drive by client and month, with gap alerts before close. The monthly "please send your statements" email is gone.
Built and used inside Scale CPA, a working US accounting firm · US banks & credit unions via Plaid and Mastercard Open Banking
Month-end close starts with a chase that shouldn't exist
One missing statement holds up the whole file. Every client posts on a different cycle. And the ask always feels like nagging — because it is. Document collection is the most common bottleneck in monthly close, and it happens before the real work can even start.
- Email each client asking for last month's statements
- Wait. Nudge. Wait again.
- Receive 7 of 9 accounts — one PDF, one phone screenshot, one "is this the right one?"
- Keep the file open while the last statement trickles in
- Repeat next month. Every client. Forever.
- Client connects their bank once, on their own device
- Statements arrive on each account's real posting cycle
- Every file is the official bank PDF, hash-verified
- Gaps surface on the coverage board before they block close
- Your team starts reconciling on day one, not day six
Connect once. Covered every month after.
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Send one secure connect link
Invite a client by email or link. They connect their bank through Plaid on their own device — you never see or handle their banking credentials.
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StatementFlow learns each account's cycle
Banks post statements on their own schedules, not calendar months. The system learns each account's statement day instead of guessing.
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Statements are fetched automatically
The official PDF is pulled from the source when it posts — with retries, webhook confirmation, and a second bank-data provider for coverage gaps.
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Every file is verified and filed
Each download is SHA-256 hash-verified, then routed into your firm's own Google Drive, organized by client and month. Full activity log included.
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Gaps alert your team before close
The coverage board shows every account × month at a glance. Missing statements and needed reconnects raise alerts — not surprises on the 5th.
The coverage board: every client, every account, every month — at a glance.
Purpose-built for statement retrieval at scale
Not an OCR tool, not a ledger add-on. One job, done completely: official statements, collected and accounted for.
Coverage board
Every account × month grid with statement status. Spot the one missing May statement across 80 clients in seconds, not spreadsheets.
Reconnect & failure alerts
When a bank requires re-authentication or a fetch fails, the right person is alerted with the fix — including guided recovery steps for bank security holds.
Filed in your Drive
Statements route to your firm's own Google Drive with a consistent client/month naming convention. Your files stay yours — no vendor lock-in on your records.
Hash-verified originals
Every PDF is the official bank document, SHA-256 hash-verified on download — an evidence-grade trail for review, audit support, and lender packages.
Dual-provider bank coverage
Plaid Statements plus Mastercard Open Banking as a second source — closing coverage gaps, including institutions like American Express.
Roles & audit trail
Admin, manager, and staff roles gate who can connect, refresh, or remove accounts. Passkey step-up protects sensitive actions. Everything is logged.
Payment & commerce statements, same pipeline
Clients who sell online have statements scattered across processors and marketplaces too. StatementFlow pulls settlement and payout statements from the platforms below into the same verified, filed, gap-checked workflow — rolling out to early-access firms.
Built inside a working accounting firm — not a demo day
StatementFlow wasn't dreamed up in a pitch deck. It was built inside Scale CPA to fix our own month-end, and it runs on our own client book. Every feature exists because the close team needed it — the statement-cycle learning, the coverage board, the reconnect playbooks for banks' security holds.
- Run daily on a real firm's client base — ours
- Security choices documented and verifiable, not vibes — see exactly how
- Platform-agnostic: works whatever ledger you close in
“I run an accounting firm. Every month we lost days to the same statement chase — so we built the system we wished existed and ran it on our own clients first. StatementFlow is that system, opened up to other firms.”
Chris Wattinger — Founder, Scale CPA
Become a founding firm
We're onboarding a small first cohort of firms while we scale up. Founding firms get founding pricing locked in, priority onboarding, and a direct line to the founder — and their workflows shape the roadmap.
Questions firms ask us
How does automated bank statement retrieval work?
Is it safe to connect client bank accounts?
Which banks are supported?
What do my clients actually have to do?
Does StatementFlow replace Hubdoc or Dext?
When can my firm get access?
Get your close week back
Join the waitlist and we'll reach out as your cohort opens. Two minutes now, hours back every month later.
Tell us your firm size and your biggest statement-collection pain — Chris Wattinger reads every request. Founding firms get priority onboarding and a direct line to the founder.