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Connect once, then just forward the statement

What you need from us, what happens next and how soon you see a result, for your system.

  • Xero or QuickBooks Online: connect in about two minutes. Your first report within the hour
  • Nothing to install
  • Statement Zen only reads your ledger. It never changes it
See a demoor start free, no card

14-day money-back guarantee on your first payment.

What happens, step by step

The same five steps for every system. Step 2 is the one that differs, and the next section covers it.

  1. Create a free account

    No card. You get your own forwarding email address.

  2. Give us your ledger

    Sign in to Xero or QuickBooks Online with a read-only sign-in. On Vista, your administrator sets up Vista’s own Workflow Notifier once. On anything else, tell us what you use.

  3. Forward a supplier statement

    Forward it to your address exactly as the supplier sent it. There is no upload screen.

  4. Read the reconciliation

    The report lands in your Statements dashboard: what agrees, what differs in both directions, and the closing balance, stated as proven or not.

  5. Deal only with what differs

    Each difference is named and grouped by type, so you spend your time on the lines that need someone, not on ticking off the rest.

What you need, by system

Three questions for each: what do you need from me, what happens, and how long until I see a result.

Xero

Connects itself

What you need
A free Statement Zen account, and a Xero sign-in for the organisation you want reconciled.
What happens
You open Connections, sign in to Xero and approve read-only access. Then you copy your forwarding address and forward a supplier statement.
When you see a result
Connecting takes about two minutes. Your first report within the hour. A long scanned statement takes longer than a one-page one.
Statement Zen for Xero

QuickBooks Online

Connects itself

What you need
A free Statement Zen account, and a QuickBooks Online sign-in for the company you want reconciled.
What happens
You open Connections, sign in with Intuit and approve read-only access. Then you copy your forwarding address and forward a supplier statement.
When you see a result
Connecting takes about two minutes. Your first report within the hour. A long scanned statement takes longer than a one-page one.
Statement Zen for QuickBooks Online

Viewpoint Vista

Set up with your Vista administrator

What you need
Your Vista administrator, with access to Workflow Query Manager and Job Manager, and a free Statement Zen account.
What happens
They paste the query from the Connect Vista wizard into Vista’s Workflow Notifier, enter your Statement Zen address and choose a schedule. Vista then emails us your AP position. Statement Zen does not log in to Vista.
When you see a result
The setup is done once, with your administrator. After that, each statement you forward is processed and posted to your dashboard. How long that takes depends on the statement, including its length and whether it is a scanned PDF.
Statement Zen for Vista

Another system

We can still help

What you need
Tell us what you use. We will tell you straight whether we can reconcile against it. If we can, email us a sample report from your system: your supplier transactions for at least the last three months, paid and unpaid.
What happens
We set up reading your report ourselves. Another route is to send your whole position through the Statement Zen API. The supplier statement is still just forwarded by email.
When you see a result
Once we have a usable sample, we aim to have it working for you within about a week.
See the systems we are asked aboutinfo@statementzen.com

What Statement Zen never does

  • Never changes your ledger

    Statement Zen only reads your accounts payable ledger, so it has something to match the statement against. It does not create, edit, pay, void or delete anything, and it does not post journals.

  • Never logs in to Vista

    Vista sends us your AP position through its own Workflow Notifier, on a schedule you control. Statement Zen does not read your Vista database directly.

  • Never makes you install anything

    There is no plug-in and no software to install. You keep receiving statements in your inbox and keep working in your accounting system.

How your data is handled is on the security page.

Questions before you start

Do I have to connect my accounting system?
Yes. A connection is how Statement Zen gets your ledger, and without it there is nothing to reconcile the statement against. For Xero and QuickBooks Online that is a read-only sign-in. For Vista it is the Workflow Notifier your administrator sets up. Email carries the supplier’s statement, not your ledger.
Do I need my IT team?
Not for Xero or QuickBooks Online: you sign in yourself. For Vista, someone with access to Workflow Query Manager and Job Manager has to paste the query and set the schedule. Your own access controls decide who that is.
What do I forward, and in what form?
The supplier’s statement, as a PDF, exactly as it arrived. Scanned PDFs are read too. You forward it from your inbox to your own Statement Zen address.
How long does one statement take?
It depends on the statement. A one-page statement is quick; a long scanned one takes longer. The report is posted to your Statements dashboard when it is ready.
What if a statement cannot be reconciled?
It is flagged for review and the report says so, rather than presenting a balance that does not close. A statement we cannot reconcile does not count against your monthly allowance.
Can I try it before I pay?
Yes. You can create a free account without a card and reconcile your first statement. If you later pay and are not satisfied, there is a 14-day money-back guarantee on your first payment.

Plans are on the pricing page. Anything else, ask us on the contact page.

See it on a real supplier statement

A short walkthrough, and we tell you in the first ten minutes if it is not a fit.

See a demoor start free, no card

14-day money-back guarantee on your first payment.

Prefer to talk to someone? Book a 15-minute call