A professional must manually collect bank statements from a client who has many accounts rather than relying on the client to send them.

Severity

2Mild

Willingness to Pay

none

Added

Apr 19, 2026

Workarounds Described

Manually collecting bank statements from client

Implied Software Gaps

Automated bank statement aggregation platform with client permission management

App Concept

StatementSync Pro

A secure, automated bank statement aggregation platform that connects directly to financial institutions with client permission, eliminating manual collection. It centralizes multi-account statements into a single dashboard for accountants and bookkeepers, saving hours of chasing and organizing.

Key Features

Multi-bank API integration for automatic statement retrieval
Client permission management with secure access controls
Centralized dashboard with statement categorization and search
Automated alerts for missing or incomplete statements

Target Users: Bookkeepers and accountants in small to mid-sized accounting firms handling clients with multiple bank accounts

Revenue Model: $49/month per professional user SaaS subscription with volume discounts for firms

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