Roadmap

Our Roadmap: Building the Future of Financial Data

Statement Flow isn’t just a bank statement converter — it’s evolving into the universal platform for financial data ingestion. From instant CSV exports to direct QuickBooks integration, multi-system reconciliation, and real-time bank feeds, our mission is to simplify, standardize, and supercharge how businesses handle financial information.

Phase 1

Phase 1

Phase 1

Foundations (What You Can Use Today)

Foundations (What You Can Use Today)

Foundations (What You Can Use Today)

  • Bank Statement Conversion: Upload PDFs or images and instantly get structured CSV and JSON.

  • Transaction Preview: Review extracted data before downloading.

  • User Dashboard: Track your usage, recent files, and plan details.

  • Secure Subscriptions: Stripe-powered billing, quotas, and automated renewals.

  • API Access: Developers can connect Statement Flow directly into their workflows.


We’ve nailed the essentials — fast, accurate, secure conversion — so you spend less time typing and more time analyzing.

Phase 2

Phase 2

Phase 2

Core Integrations (In Progress)

Core Integrations (In Progress)

Core Integrations (In Progress)


  • QuickBooks Online Export: Push transactions directly into QuickBooks, no CSV required.

  • Xero Integration: Seamlessly export data into Xero for smarter bookkeeping.

  • FreshBooks, Wave, Zoho Books, Sage: Expanding into the accounting platforms you already use.

  • Audit-Ready Export Packages: Download full digital paper trails for compliance and audits.


This is where Statement Flow starts becoming your bridge between raw data and your accounting system.

Phase 3

Phase 3

Phase 3

Evolutionary Features (Coming Soon)

Evolutionary Features (Coming Soon)

Evolutionary Features (Coming Soon)


  • Multi-System Reconciliation: Auto-match Shopify sales → Stripe payouts → Bank deposits → QuickBooks entries.

  • Universal Financial Schema: Normalize every source (banks, PayPal, Stripe, Wise, Shopify) into one consistent format.

  • Smart Alerts: Catch mismatches, duplicate entries, or fee spikes before they hit your books.

  • Compliance Automation: One-click exports tailored for tax season and external auditors.


Where others just import, Statement Flow reconciles. This is the “man bites dog” moment — the feature set that makes businesses stop and pay attention.

Phase 4

Phase 4

Phase 4

Industry-Changing Infrastructure (Future Vision)

Industry-Changing Infrastructure (Future Vision)

Industry-Changing Infrastructure (Future Vision)


  • Live Bank Feeds via Plaid & Finicity: Real-time transaction ingestion directly from your bank.

  • Global Payments Support: Wise, Revolut, Mercury, PayPal, and Square integration.

  • E-Commerce Sync: Shopify, Amazon, Etsy, and eBay transaction pipelines.

  • Payroll & Tax Integrations: Gusto, Avalara, and TurboTax compatibility for end-to-end compliance.


This is the Statement Flow vision: not just a converter, but the universal ingestion layer for financial data everywhere.

Your easy, secure partner in financial data automation

Convert My Statement Now

Convert My Statement Now

Your easy, secure partner in financial data automation

Convert My Statement Now

Convert My Statement Now

Your easy, secure partner in financial data automation

Convert My Statement Now

Convert My Statement Now

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