Skip to content
StatementFlow by Scale CPA
Get early access
Solutions · Multi-entity businesses & internal finance teams

One finance team. Thirty entities. Zero statement hunts.

For controllers and finance teams running many entities: StatementFlow connects every entity's bank and payment-platform accounts once, then automatically retrieves, verifies, and files each month's statements into your Drive by entity and month: one complete archive for close, consolidation, lenders, and diligence.

Multi-entity finance has the firm problem without the firm: fifteen LLCs, four banks, three payment processors, one close calendar. Month-end starts with a scavenger hunt across bank portals (download, rename, file, repeat), and every acquisition or new location adds accounts faster than it adds hands.

  • Staff-connected, role-gated: your treasury or controller team connects company-owned accounts directly; who can add/refresh/remove is governed by roles and passkey step-up, with everything logged.
  • Banks and processors together: operating accounts next to Stripe, Shopify, PayPal, and marketplace payout statements. The full money picture per entity, not just the bank slice.
  • Consolidation-ready filing: entity / year / month in your own Drive with uniform naming, so close checklists, auditors, and your outsourced CPA all pull from the same canonical source.
  • Lender & diligence requests handled: "12 months of statements for all accounts" becomes a folder share. Hash-verified originals, no portal logins to resurrect.

Related reading: the time-cost math of manual collection and the security model your CFO will ask about.

What controllers ask

Our accounts are our own. Do we still use invite links?
No need. For company-owned accounts, authorized finance staff connect directly, gated by manager roles and passkey step-up, and every connect, refresh, and remove action is logged. Invite links exist for the cases where an outside owner or franchisee holds the login and the connection needs their consent.
We sell through Shopify/Amazon/Stripe. Are those statements covered?
That is a core use case: settlement and payout statements from Stripe, PayPal, Square, Shopify, Etsy, eBay, Wise, WooCommerce, BigCommerce, and Magento flow through the same verified pipeline, with Amazon and Walmart coming via a partner network. Bank + processor statements finally live in one archive.
How does this help with lenders and diligence?
Lender packages and diligence requests are mostly "produce N months of statements for every account." With a complete, hash-verified, consistently named archive already sitting in your own Drive, that request becomes a folder share instead of a two-week scramble across bank portals and old email threads.
How many entities/accounts can it handle?
The coverage model is built account-by-account and scales to hundreds of accounts across entities and banks. If your structure is unusually large or complex, join early access and tell us what the tree looks like. Scale books are exactly what we want in the founding cohort.

Bring the whole entity tree

Early-access onboarding maps your entities and accounts first, then connects them in waves.

Get early access