How it Works | Pricing | Integrations | Bookkeepers

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Stop chasing statements.

Start relaxing.

Get your clients account statements automatically synced to the cloud.

Why Choose StatementCloud for Your Bookkeeping Needs?

Automate Statement Collection

Save Time and Reduce Errors

No more chasing clients for their monthly statements. With StatementCloud, statements are automatically fetched from financial institutions and securely stored in your preferred cloud storage. This automation ensures you have the most current financial data at your fingertips, minimizing manual data entry errors and saving you valuable time.

Secure and Compliant Storage

Trustworthy and Reliable

Your clients’ financial data is stored securely using industry-leading cloud services like Dropbox, Google Drive, and Microsoft OneDrive. StatementCloud ensures data integrity and compliance with financial data protection regulations, giving you and your clients peace of mind.

Seamless and Efficient

Easy Integration with Your Workflow

StatementCloud integrates effortlessly with your existing bookkeeping software, including QuickBooks. This seamless integration allows you to import statements directly into your accounting system, facilitating easy reconciliation and audit trails.

Features Tailored for Bookkeepers

Client Management

Simplify Your Client Onboarding

Easily onboard new clients by inviting them to connect their financial accounts to StatementCloud. Our intuitive setup process ensures that clients can link their accounts quickly, enabling you to start receiving their statements without delay.

Real-Time Notifications

Stay Informed

Receive real-time notifications when new statements are retrieved and stored. This feature ensures you are always up-to-date with your clients’ financial records, allowing for timely updates and reviews.

Flexible Access

Anywhere, Anytime

Access your clients’ statements from anywhere at any time. Whether you’re at the office or on the go, StatementCloud provides you with the flexibility to manage your bookkeeping tasks without being tied to a single location.can link their accounts quickly, enabling you to start receiving their statements without delay.

Flexible Access

One Dashboard, Complete Control

With our Bookkeepers Plan, you can manage all your clients' financial statements from a single, centralized dashboard. No more juggling multiple accounts or manually tracking down statements. Invite your clients to connect their financial accounts to StatementCloud, and access all their documents effortlessly in one place.

Special Plan for Bookkeepers

Flat Rate and Per-Statement Pricing

Our Bookkeepers Plan is designed to be cost-effective and scalable. For a flat monthly rate of $40, you get access to our comprehensive client management tools. Additionally, you pay just $1.50 per statement retrieved, making it easy to scale your usage based on your clients' needs without breaking the bank.

How It Works:

Flat Rate and Per-Statement Pricing

  1. Sign Up for the Bookkeepers Plan
    • Start by signing up for our Bookkeepers Plan at a flat monthly rate of $40.
  2. Invite Your Clients
    • Use your StatementCloud account to invite clients to connect their financial accounts. The process is secure and straightforward.
  3. Automate Statement Retrieval
    • Once connected, StatementCloud will automatically fetch your clients' monthly statements and store them securely in the cloud.
  4. Pay Per Statement
    • For each statement retrieved, you'll be charged a nominal fee of $1.50, ensuring you only pay for what you use.
  5. Access and Manage Statements
    • Use your main dashboard to access all your clients' statements, review them, and manage your bookkeeping tasks efficiently.