Accounting & BookkeepingAccounts Payable / Invoice Processing3MediumBookkeeper$ implied
Bookkeeper struggles to collect and track client credit card statements when the statement closing date falls mid-month, causing confusion and inability to determine which statements are outstanding.
No purpose-built tool to automatically sync, track, and reconcile client credit card statements based on arbitrary closing dates, leaving bookkeepers to manually request and chase statements and reconcile date ranges.
0
Severity
3Medium
Willingness to Pay
implied
Added
Nov 5, 2026
Workarounds Described
- Asks client to change credit card closing date to month end to simplify tracking
- Manually tracks which statements are missing based on closing dates
Implied Software Gaps
- Document tracking system that automatically identifies missing statements based on closing dates
- Automated client communication to request specific statement periods
App Concept
StatementSync
A document collection and tracking platform for bookkeepers that auto-requests, syncs, and tracks client credit card statements, automatically mapping them to calendar months regardless of closing date and flagging missing statements.
Key Features
- Auto-request statements from clients via scheduled email/SMS with custom cutoff dates
- Dashboard tracking monthly statements by client with clear indication of received/missing
- Automatic parsing and categorization of statement transaction data into accounting periods
- Integration with accounting software (QuickBooks, Xero) for automatic reconciliation
Target Users: Bookkeepers, accountants, and fractional CFOs who manage multiple client credit card accounts for small to medium businesses
Revenue Model: $29/mo per user SaaS subscription, with tiered pricing based on number of client accounts
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