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StatementFlow by Scale CPA
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Solutions · Wealth management & family offices

The cash side of every household, current and filed

For family offices and advisory teams: StatementFlow automatically retrieves official bank statements across households, trusts, and entities, hash-verified and filed to your own Drive by household and month, so reporting, tax workpapers, and bill-pay oversight run from a complete cash archive instead of a quarterly document hunt.

Custodial feeds cover the portfolio. They don't cover the cash layer: operating accounts, trust checking, LLC and property accounts, the bill-pay account the family actually lives out of. There, document collection still runs on emails to busy principals and their assistants. It's also exactly where reconciliations, tax preparers, and fraud reviews need original statements.

  • One discreet connection per account, authorized by the account holder at their bank. No credential sharing with staff, ever.
  • Trust and entity structures welcome: file by household, entity, or engagement. Your taxonomy, your Drive.
  • Files that hold up: official PDFs with SHA-256 verification and a retrieval log. Clean support for reviews, audits, and the family attorney.
  • Oversight without nagging: the coverage board shows every account's statement status across the whole client base; reconnects raise alerts, not awkward calls.

Scope, stated plainly: this covers US bank depository accounts. Brokerage/custodial statements stay with your custodial workflow. StatementFlow completes the picture on the side custodians don't cover.

What advisory teams ask

Does this retrieve brokerage or custodial statements?
No, and we won’t pretend otherwise. Coverage is bank depository accounts (checking and savings) at US institutions, via Plaid Statements and Mastercard Open Banking. Brokerage and custodial statements stay with your custodial workflow. What it handles is the cash side of the household: operating accounts, trust checking, entity accounts, bill-pay accounts.
Our clients are privacy-sensitive. What do they actually share?
Nothing with your staff. The account holder authenticates directly with their bank through a secure link; credentials never pass through your office or the software. Access is read-only data access, tokens are encrypted at rest, and every retrieval is logged.
Can we organize by household and entity?
Yes. Statements file into your own Google Drive under a structure you control (household / entity / year / month), with consistent naming across every account and cycle. Reporting and tax teams pull from one canonical archive, and reviews or audit requests start from the same folders.
Who in the office can touch connections?
Role-based controls separate governance (admin), connection management (manager), and read/download access (staff), with passkey step-up on sensitive actions and a full activity log behind all of it. Nobody touches a connection without the right role. That is the access-review answer your compliance officer wants on file.

Complete the cash-side archive

Early access is open to family offices and advisory teams. Tell us your household count on the waitlist form.

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