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StatementFlow by Scale CPA
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Solutions · Solo bookkeepers & small practices

The first week of the month shouldn't belong to your inbox

For bookkeepers running their own book of clients: StatementFlow replaces the monthly statement-request routine with a one-time bank connection per client. Official PDFs arrive on each account's cycle, hash-verified and filed in your own Google Drive, with a board that shows what's missing, so you reconcile instead of remind.

Solo practices feel the chase hardest because there's no one to delegate it to. Every "just checking in on those statements!" email is written by you and tracked by you. When a client goes quiet, the follow-up comes out of your evenings. The work that actually pays (reconciliation, cleanup, advisory) waits behind admin that pays nothing.

Here's what changes:

  • Clients connect once. You send a link; they log into their bank on their own phone. Done. No portal training, no password-sharing, no PDFs by text.
  • Statements show up on their own. Each account's real posting cycle is learned, so files appear when the bank publishes them, including for clients whose statements never matched calendar months.
  • Your filing stays immaculate. Client / year / month structure in your Drive, named consistently, hash-verified. It looks like you hired an admin who never misfiles anything.
  • You see gaps before clients do. A reconnect needed at one bank? The board flags it and the client gets a clean nudge link. No guilt-trip email for you to write.

Clients notice one thing: you stopped asking them for stuff. That's what "systems" look like from the outside, and it's what lets a solo practice take on the next ten clients without dreading the 1st.

Worth reading next: how to stop chasing clients for bank statements and why portals don't end the chase.

What solo bookkeepers ask

Is my practice too small for this?
No. The chase hurts a 12-client solo practice differently but just as much: it eats your evenings and weekends instead of staff hours, and there is nobody to hand it to. The Solo tier exists precisely for books run by one person, and early access is open to them.
Will my clients actually do the connection?
It is one two-minute bank login through a secure link, on their own device. That is genuinely less effort than finding and emailing a PDF every month, forever. Most clients experience it as an upgrade in professionalism rather than an ask.
I have no IT help. How hard is setup?
Early-access onboarding is hands-on: you connect your own Google Drive, send your first invite links, and watch the first statements arrive in the right folders with the right names. Those three steps are the whole setup. If you can set up a QuickBooks bank feed, you can set this up.
What does it cost for a solo practice?
Founding pricing is still being finalized with the first cohort and will be announced at launch, so there is no number to quote yet. Solo bookkeepers who join early access lock founding terms permanently, whatever those turn out to be. See the pricing page for how we think about tiers.

Take back the first week of the month

Join early access. Solo practices are exactly who the Solo tier was built for.

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