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StatementFlow by Scale CPA
Get early access
Early access

Be one of the founding firms

StatementFlow is rolling out to a small first cohort of firms. Join the waitlist and we'll reach out when your spot opens — founding firms get locked-in founding pricing, priority onboarding, and a direct line to the founder.

Request early access

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.

Founding pricing

Locked in before public launch — early firms keep their terms.

Priority onboarding

Hands-on setup for your client book, invite links, and Drive routing.

Roadmap input

Your close workflow shapes what we build next — directly with the founder.

Before you ask

What does joining the waitlist commit me to?
Nothing. It reserves your place in the onboarding queue and gets you early-access updates. When your cohort opens we reach out, walk through your client book, and you decide from there.
What do founding firms get?
Founding pricing locked in before public launch, priority onboarding with hands-on setup help, and a direct line to the founder — your close workflow directly shapes the roadmap.
Who is early access best suited for?
US bookkeeping and accounting teams doing recurring monthly close — from solo bookkeepers to multi-hundred-client firms — plus family offices and multi-entity finance teams collecting bank statements across many accounts.

Want to see the product first? Take the product tour or read the complete guide to collecting client bank statements.