StatementKit (working name; originally "document-to-spreadsheet converter for accountants")
Idea status: Idea stage · Target: MRR ladder by month 24 (Tier B = $20k+ MRR ≈ $250k ARR) · Verdict: No as a generic PDF-to-Excel converter. Go as the proof-grade statement reconstruction tool for US accountants doing litigation, tax-resolution and catch-up work. · Last updated: 30 Sept 2026
Origin: this idea came from the 30 Sept 2026 micro-SaaS research. It was prompted by Bank Statement Converter, a solo-founder business that reported $318,112.61 of revenue in 2024. Name: "StatementKit" is a working name. Check the trademark (USPTO and your home country) and the domain before using it publicly.
Start here → WHAT-TO-DO-AND-AVOID.md for the final call: the MRR ladder (~15 hrs/week and full-time), customer math, 12 do's, 14 avoids, and the checkpoints.
Folder layout
statementkit/
├── WHAT-TO-DO-AND-AVOID.md ← final analysis and decision (read first)
├── README.md ← this index
├── analysis/ ← the investor-style assessment
│ ├── 00-one-page-brief.md
│ ├── 01-verdict.md
│ ├── 02-market-reality-check.md
│ ├── 03-feature-scrutiny.md
│ ├── 04-expanded-feature-catalog.md
│ ├── 05-pre-mortem.md
│ ├── 06-fundability.md
│ ├── 07-gaps.md
│ └── 09-assumptions-and-open-inputs.md
├── plans/ ← execution plans
│ ├── 08-90-day-plan.md
│ └── 11-24-month-gated-roadmap.md
└── research/ ← verified, cited evidence
└── 10-verified-research.md
File numbers match the other ideas in this portfolio, so cross-references like "doc 08" work the same way.
Documents
| # | Document | What it answers |
|---|---|---|
| — | WHAT-TO-DO-AND-AVOID.md | Final decision: MRR ladder and odds, customer math, 12 do's, 14 avoids, checkpoints |
| 00 | analysis/00-one-page-brief.md | The whole assessment on one page |
| 01 | analysis/01-verdict.md | Probability of success for each version of the idea, which wedge wins, fundable yes/no |
| 02 | analysis/02-market-reality-check.md | Buyer, pain score, competitors and pricing, bank feeds and open banking, LLM commoditisation, market size |
| 03 | analysis/03-feature-scrutiny.md | Every original feature sorted into Table stakes, Differentiator, Distraction or Liability |
| 04 | analysis/04-expanded-feature-catalog.md | Features accountants ask for, each classified and prioritized |
| 05 | analysis/05-pre-mortem.md | Three most likely causes of death, their warning signs, whether each is fixable |
| 06 | analysis/06-fundability.md | Would I invest, the skeptic's first 5 minutes, metrics that flip the answer, bootstrap vs raise |
| 07 | analysis/07-gaps.md | Gaps to paid, renewed and referred customers |
| 08 | plans/08-90-day-plan.md | First 90 days, week by week, sized for limited hours per week |
| 09 | analysis/09-assumptions-and-open-inputs.md | Assumptions made, and the inputs that would change the verdict |
| 10 | research/10-verified-research.md | Cited research (30 Sept 2026) and what it changed |
| 11 | plans/11-24-month-gated-roadmap.md | Month 0–24 phases, gates, revenue path, budget guardrails |
Caveat
Team, hours per week, geography, stage and traction weren't provided. The assumptions are in analysis/09. The web search budget ran out partway through this research run. Several points are still unverified:
- Xero's and TallyPrime's native PDF import;
- the size of the US forensic, divorce-analyst and tax-resolution markets;
- search volumes;
- Bank Statement Converter's revenue after Aug 2025;
- the 2026 status of the US open-banking rule (CFPB 1033).
See research/10 for the full list.