StatementChase
Bank statement chase pack for bookkeepers

Stop chasing the same missing bank statements every close

A lightweight client-request kit for bookkeepers managing clients with too many bank, card, and LLC accounts: request scripts, account inventory, folder naming, close checklist, and no-shared-credentials wording.

No spam. One launch email.Pay once, own the pack
What the pack contains
Before
Every month is a fresh hunt
  • Client forgets which accounts exist
  • Statements arrive by text, email, and random folders
  • Bookkeeper gets blamed when the close stalls
With the pack
One repeatable request system
  • Account inventory with owner, portal, and due-date columns
  • Copy/paste client request scripts
  • Folder naming, close checklist, and escalation cadence
Credential-safe by design
The wording asks clients to download or share statements through their own portals and avoids shared bank logins, password collection, or automated bank access.
Inspect before buying
Free account inventory template · Free statement request checklist · Statement request email builder
Launch price$9 one-time
The problem

Client statement collection breaks the close before the work begins.

Bookkeepers with multi-entity clients still lose hours to missing monthly statements, surprise credit cards, stale direct feeds, and clients who hate downloading PDFs. Bank-feed tools help only after access exists. This pack keeps the request process organized without asking for shared banking credentials.
How it works

Up and running in minutes. Nothing to rip out.

1

Inventory every account

Use the account tracker to list every bank, card, loan, merchant, and LLC account before month-end pressure starts.

2

Send one clean request

Copy the plain-language email/SMS scripts so clients know exactly which statements are missing, where to put them, and when they are due.

3

Close with fewer stalls

Use the folder structure, naming rules, and escalation checklist to see what is missing without re-reading every thread.

Why teams want it

The obvious, affordable choice.

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Built for multi-account clients

Designed around messy clients with multiple LLCs, cards, banks, merchant deposits, and portal logins.

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No credential liability

The pack deliberately avoids shared passwords, bank-access custody, and finance advice. It organizes the request workflow only.

◆

Small enough to use today

Includes scripts, a spreadsheet structure, folder conventions, a monthly close checklist, and client escalation wording.

Stop chasing the same missing bank statements every close

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