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StatementFlow by Scale CPA
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Solutions · Accounting firms & CAS practices

Month-end close, minus the document chase

For firms running recurring monthly close: StatementFlow connects each client's bank once, then automatically retrieves, hash-verifies, and files every statement into your firm's Google Drive by client and month, with a coverage board and alerts so the close team starts day one with a complete file, not a reminder-email campaign.

The math your ops manager already knows

Take fifteen minutes of request-remind-download-rename per client per month (modest for many books) and multiply by your client count. At 100 clients that's ~25 staff-hours a month of pure administrative drag, spent before any billable work can start, concentrated in the exact week your team has the least slack.

Worse than the hours is the variance: one unresponsive client turns a two-day close into a two-week one. Standardizing collection is the single highest-leverage fix in the close process. It's why we built this for our own firm first.

  • Uniform Drive filing across every client, prepper, and reviewer
  • Coverage board across the whole book: the "who's missing what" meeting, deleted
  • Roles & audit trail that satisfy the partner who asks "who touched this?"
  • Original bank PDFs, hash-verified, for review, audit support, and lenders
Where it fits

Built for how a practice actually runs

CAS & outsourced accounting

Recurring monthly deliverables live or die on document readiness. Give every pod the same day-one starting line across their client list.

Offshore & distributed teams

Stop making the overseas team wait on US-business-hours email replies. Statements are in Drive when their day starts, with statuses anyone can read.

Workpapers for tax and advisory

Year-end packages start from a complete, organized statement archive per client. January stops being archaeology.

Deeper reading: the complete guide to collecting client bank statements and automated vs manual collection, compared honestly.

What firm owners ask

How does client consent work when a firm connects the whole book?
Each client authorizes their own bank connection through a secure invite link. You send the link; they log in at their bank directly, so consent is explicit, per client, at the bank itself. Your team never handles credentials at any point, and the activity log records the whole connection lifecycle for your records.
Can different staff have different access?
Yes. Admins govern the workspace, managers own connect, refresh, and remove actions for client banks, and staff get view, download, tag, and export rights. A new preparer can work the close without being able to touch a bank connection. Sensitive actions take passkey step-up, and everything lands in the audit trail.
How do we onboard a large existing book?
In waves. Early-access onboarding starts with a pilot batch of clients to validate Drive routing and naming conventions, then invites roll out across the rest of the book at your own pace. The coverage board makes it obvious at any point who’s connected, who’s pending, and where to follow up.
Does this help with audit or review support?
Meaningfully: every statement in the archive is the official bank PDF, stored with a SHA-256 hash verification and a per-job retrieval timeline. When a reviewer, auditor, or lender asks for support, producing evidence means opening a folder in your Drive instead of reconstructing months of email threads.

Run the pilot on five clients

Founding firms start small, watch a month of statements arrive untouched, then roll out the book.

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