FAQ

When you sign up, Statement Zen gives you a unique email address. Forward the supplier statement to that address from your inbox. We compare it with your ledger, then post the differences report to your Statements dashboard. There is no upload screen.

We reconcile against accounts-payable data from Xero, QuickBooks Online and Viewpoint Vista. Their feeds include settled as well as open items, which helps distinguish a paid invoice from one missing from the ledger. Xero and QuickBooks Online use a read-only sign-in. Vista sends its position through its own Workflow Notifier, so Statement Zen does not connect to Vista. Other systems can use our API to push their whole position, paid and unpaid, at least daily. If that route does not fit your system, contact us before you start.

There is no Statement Zen software to install. You keep receiving statements in your inbox and working in your accounting system, then forward each statement to your Statement Zen address. Viewpoint Vista also requires a one-time Workflow Notifier setup to email us your AP position; Statement Zen does not connect to Vista.

The report collapses matched invoices and groups each difference by type: amount differences, date differences, invoice-reference differences, invoices missing from your books, and invoices missing from the statement. Each item keeps the figures you need to review it.

When a statement includes a closing balance, we check it with the balance-assertion identity: opening balance plus the signed movements must equal the closing balance. If the calculation does not close, the report is flagged for review. Some statements do not include a closing balance; we still compare their lines with your ledger and name the differences, but the report states that there was no closing balance to prove.

Viewpoint Vista does not require stored ERP credentials because its own Workflow Notifier sends your AP position to us. Where you connect an accounting system directly, access is used only to read your AP ledger for matching. We do not sell or share your data. For retention, processors and other security-review details, see our data handling page or contact us.

Each tier has a flat monthly price and a set statement allowance, with no per-seat fees or lock-in. A statement we cannot reconcile does not use that allowance. See the pricing page for current tiers. You can reconcile your first statement free before choosing a paid plan.

Yes. There is no lock-in. You can manage or cancel your subscription from your account settings.