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StatementFlow by Scale CPA
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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 superpower: "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). Invite links exist for the cases where an outside owner or franchisee holds the login.
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 in your own Drive, that request becomes a folder share instead of a two-week scramble.
How many entities/accounts can it handle?
The coverage model is built account-by-account and scales to hundreds of accounts across entities. If your structure is unusually large or complex, join early access and tell us — 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.

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