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?"
Evidence-grade originals (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.

Tax & advisory workpapers

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 — consent is explicit, per client, at the bank. Your team never handles credentials, and the activity log records the whole lifecycle for your records.

Can different staff have different access?

Yes. Admins govern the workspace, managers own connect/refresh/remove actions for client banks, and staff get view, download, tag, and export rights. Sensitive actions take passkey step-up.

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, then invites roll out across the book at your pace — the coverage board makes it obvious who’s connected and who’s pending.

Does this help with audit or review support?

Meaningfully: every statement is the official bank PDF with a SHA-256 hash verification and a per-job retrieval timeline, so producing evidence for a reviewer, auditor, or lender means opening a folder — not reconstructing an email thread.

Run the pilot on five clients

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

Get early access