For Accounting Firms

Stop Manually Entering Bank Statement Data for Clients

Statement Flow automatically extracts, validates, and syncs every transaction from your clients' bank statements — directly into QuickBooks or Xero.

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The Accounting Firm Use Case

Accounting firms processing client bank statements manually face the same problems: hours of data entry, reconciliation errors, and delays that slow down monthly close cycles.

Statement Flow processes any bank statement in under 30 seconds with 99.7% accuracy — and pushes the data directly to QuickBooks or Xero.

  • Upload client PDF statements in bulk
  • AI extracts all transactions automatically
  • Validates opening and closing balances
  • Direct push to QuickBooks or Xero
  • Full audit trail for compliance
10+ hrs
Saved Per Client/Month
99.7%
Extraction Accuracy
< 30s
Per Statement
500+
Bank Formats

Built for accounting firms of all sizes

From solo bookkeepers to large CPA firms — Statement Flow scales with your client load.

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