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Frequently Asked Questions

Everything you need to know about StatementZen. Can't find what you're looking for? Get in touch.

StatementZen is an AI-powered platform that automates vendor statement reconciliation. Upload vendor statements, connect your accounting software (Xero, QuickBooks, or Vista by Viewpoint), and let AI match line items to invoices — replacing hours of manual work with minutes of automated processing.

We use a two-tier matching system. First, exact matches are identified by invoice number, amount, and date. Then, a multi-model AI engine handles fuzzy matches — partial payments, rounding differences, and items with different descriptions. The AI learns from your corrections to improve over time.

StatementZen integrates natively with Xero, QuickBooks Online, and Vista by Viewpoint (Trimble). We pull your invoices, bills, and payment data directly from your ERP so there's no manual data entry.

Absolutely. StatementZen uses enterprise-grade security including WAF protection via Cloudflare, post-quantum TLS encryption (ML-KEM/Kyber768), and AES-256 encryption at rest. We enforce role-based access controls, audit logging, and regular penetration testing. All data is stored in Australia (AWS Sydney). Your data is never shared with third parties.

Most teams are up and running in under 15 minutes. Connect your Xero, QuickBooks, or Vista account with a few clicks, upload your first vendor statement, and start reconciling. No IT department needed.

We accept PDF, CSV, and Excel (.xlsx) files for vendor statements. Our AI-powered document parser extracts line items from PDFs automatically, even from scanned or image-based documents using OCR.

Yes! We offer a 14-day free trial with full access to all features. No credit card required. Start reconciling immediately and see the time savings for yourself.

Unmatched items are flagged in a clear review queue with AI-generated explanations for why they couldn't be matched. You can manually resolve them, mark them for follow-up, or dismiss them. Every action is logged for audit purposes.

We offer a 30-day money-back guarantee on all paid plans. If StatementZen doesn't save your team time, we'll refund your payment in full — no questions asked.

You can cancel anytime from your account settings. There are no long-term contracts or cancellation fees. Your data remains accessible for 30 days after cancellation, and you can export everything before your account is deactivated.

Still have questions?

Start your free trial and see for yourself — or get in touch with our team.