Find what your supplier’s statement and your Vista AP ledger disagree on — before the payment run
Forward the supplier statement you received. Your Statements dashboard shows what agrees with Vista, what needs review, and whether the stated closing balance could be proven. Statement Zen does not connect to your ERP, and there is no software to install.
Long supplier statements can hide a short list of exceptions. Statement Zen groups those exceptions with the references, dates and amounts you need to review them.
The query builder below is free to try, no account needed. A free account and sign-in are required to connect the query to Statement Zen and reconcile statements. See pricing.
How the closing balance is checked
Review the arithmetic check, the results reported by two AP teams, and the product on the free tier.
The balance is proven before it is reported
Opening balance plus every signed movement is checked against the closing balance. If it does not close, the statement comes back as unproven rather than as a number you are expected to take on trust.
What it cannot tie out, it names
A line that cannot be matched with confidence is reported with its reference, date and amount instead of being folded into a difference total. The only work left is the work that genuinely needs a person.
Two AP teams, on their own count
Two accounts payable teams using earlier versions of Statement Zen went from 80–100 hours a month to under four. That is their figure rather than a measurement of ours, and it came from earlier versions of the product.
Check it on your own books, free
25 reconciled statements every month, no card. A statement that cannot be reconciled does not use that allowance, so trying it costs you nothing.
Reads your accounts payable position from Xero, QuickBooks Online and Vista by Viewpoint — and from anything else through the Statement Zen API.
Statement Zen does one job: the supplier statement reconciliation that lands on an accounts payable desk every month, right before the payment run. It was built for that job and it does not try to be an accounts payable suite.
Set up Vista once, then forward statements
The Vista side is a one-time job. The full setup is further down this page, screen by screen, and the walkthrough video above shows all of it on a real supplier statement.
Paste the generated query into Vista’s Workflow Notifier and set a schedule. Vista then emails Statement Zen your AP position. Statement Zen does not connect to your ERP, and there is no software to install.
Forward it to your unique Statement Zen address in the format you received it: native or scanned PDF, CSV or spreadsheet. There is no upload screen and no need to re-key it.
Your Statements dashboard groups differences in both directions, shows unresolved lines with their reference, date and amount, and reports the closing balance as proven or not.
What Statement Zen does for Vista AP teams
Vendor statement reconciliation for Viewpoint Vista and Trimble Construction One, with the balance check and exception details an AP team needs for review.
Checks the stated closing balance
Opening balance + every signed movement is checked against the Closing balance. When the equation closes, the result is reported as proven. When it does not, the statement is reported as unproven.
Flags unresolved statements
Statement Zen does not force an unresolved statement into a completed result. It marks the statement for review and keeps the available line details with it.
Pricing by monthly statement allowance
Your first 25 reconciled statements each month are free. Paid plans include 100 statements for $99, 300 for $299 or 1,000 for $899. A statement Statement Zen cannot reconcile does not use the allowance.
No connection to Vista
There is no connection to Vista by Viewpoint or Trimble Construction One. Vista’s own Workflow Notifier sends your AP position in an outbound email. Statement Zen does not log in, never reads your database directly, and cannot change data in your system.
Unresolved layouts can be reviewed
When a statement layout cannot be reconciled, the result identifies that it needs review rather than forcing a match. Future support for that layout is not promised until it has been verified.
Copy the exception list
Each unmatched line includes its reference, date and amount. One button copies the complete list so you can paste it into a supplier reply.
No supplier sign-up
Statement Zen does not send messages to your vendors. There is no supplier portal or registration email, so suppliers can keep sending statements to you as they do now.
One-time Workflow Notifier setup
The Vista setup requires access to Workflow Query Manager and Job Manager. Paste the generated query, enter your Statement Zen address and choose a schedule. There is no Statement Zen software or API integration to install in Vista.
Compare the plan allowance with your statement volume
Start with the number of supplier statements your team reviews in a typical month.
Your current process
Varies
by statement and team
Use your own handling time and staff cost. Long or scanned statements may take more time to check line by line.
Statement Zen
25
reconciled statements free each month
Paid plans include 100 statements for $99, 300 for $299 or 1,000 for $899. A statement we cannot reconcile does not use your allowance.
Billing basis
Flat
monthly tier
Plans are based on statement allowance, not seats. Compare the published tier with your monthly statement volume.
The Vista route uses its Workflow Notifier rather than an ERP connection. You can test the first 25 reconciled statements each month without a card before choosing a paid tier.
The full setup
Follow these steps once. One query covers all the Vista companies you list, and each company gets its own forwarding address. If you add a Vista company later, generate the query again with every company number and replace the old one in Vista.
1. Build your Workflow Notifier query
Enter your company number or numbers to generate the query and see which Vista fields to paste it into. The generator runs in your browser and does not send those numbers anywhere.
- 1Tell us your companies
- 2Set it up in Vista
Enter every Vista company number you run AP in, separated by commas, for example 1, 1,2 or 1,4,7. One query covers all the companies you list.
Why do we ask for this?
Vista often holds several companies — including test or dummy companies, and entities you don’t reconcile supplier statements for. The query you paste decides which companies’ AP position gets sent to Statement Zen. By entering only the companies you actually reconcile, you keep test data and irrelevant entities out, and send exactly what matters — nothing more.
Your personalised Vista setup will appear here
Enter your company number above and we’ll generate the exact screens to copy into Vista.
2. Complete the Vista setup
Sign up & log in
Create a free Statement Zen account with no card required, then log in. The Connect Vista wizard in your dashboard provides the query setup and your unique forwarding address.
Create your free account →Generate your query
Enter the Vista company number or numbers you use for accounts payable. Copy the generated Select box and From / Where box for those companies.
Create the Notifier Query
In Vista, open WF Notifier Queries and add a query. Paste the ① Select box into the Select field and the ② From / Where box into the From / Where Clause field. Save the query with its single [Feed] output column.
Set up the email (Job Manager → Email tab)
Create a WF Notifier Job for the query. On the Email tab, set To to your unique Statement Zen address. If you listed several companies, use the address of any one of them. If you do not have an address yet, create a free account and select Connect Vista under Home → Connections. Choose Plain Text and set Header to the [Feed] token so the AP feed becomes the email body. Leave the Subject blank; the unique address links the feed to your account. Teammates you invite through the dashboard can use the same forwarding address.
Create your free account →Set the schedule (Job Manager → Info tab)
On the scheduling tab, set Query Type = WF Notifier Query. Choose the frequency, start time and start date, then save. One job sends the feed for every company in the query.
Forward your statements
When a supplier emails you a statement, forward it to the unique Statement Zen address of the company it is addressed to. Statement Zen compares it with the AP position sent by your notifier and posts the result to your Statements dashboard.
No Statement Zen connection to Vista
The notifier reads your AP position — open items plus invoices paid in the last 90 days, so a payment that crossed in the post is not reported back to you as a missing invoice — and emails it out. Statement Zen does not log in or write back, so it cannot change data in Vista or Trimble Construction One.
3. What you’ll see once you’re signed in
After you log in, select Connect Vista from Home → Connections. The wizard has three steps — Company numbers, Notifier setup, Confirm — and the final step gives you your unique forwarding address. The Vista-side setup above is still completed in Vista.
Connect Vista (Trimble) — preview
0 - Plain Texttype this yourselfyour unique Statement Zen addresstype this yourselfRevealed on the last step, once you confirm you've set the query up in Vista.
[Feed]type this yourselfThis token expands the query's Feed column into the email body.
What Statement Zen does on Vista, at a glance
This summary covers the free allowance, the Workflow Notifier setup and the report behavior described on this page.
Cost to start
Free (25 statements/month)
Vista setup
One-time Workflow Notifier configuration
ERP connection required
No — forward-only email
Touches your ERP
Never
How it verifies numbers
Proves with maths (OB + movements = CB)
When it’s uncertain
Flags the statement for review; does not use your allowance
Telling the supplier what’s missing
One button copies the full list
What your suppliers have to do
Nothing — they are never contacted
Unsupported statement layout
Reported for review rather than forced into a match
Vista access needed
Workflow Query Manager and Job Manager
Frequently asked questions
Short answers about reconciling Vista supplier statements, with the limits stated.
Does Statement Zen connect to, read from, or change my Vista data?
Which Vista versions does Statement Zen support — Vista, Vista by Viewpoint, or Trimble Construction One?
How does the Vista Workflow Notifier work with Statement Zen?
How do I reconcile a supplier statement in Vista by Viewpoint?
What does it cost to reconcile vendor statements in Trimble Construction One with Statement Zen?
What happens when a supplier statement doesn't reconcile?
How is Statement Zen different from the other supplier statement reconciliation tools?
Do I need IT support or an ERP integration to set up Statement Zen for Vista?
How long until I see my first reconciled statement?
How do I tell the supplier which invoices are missing?
Do my suppliers have to sign up for anything, or change how they send statements?
Running something else?
Xero, QuickBooks Online and Vista connect themselves. Any other accounting system or ERP can send its whole position, paid and unpaid, through the Statement Zen API, or by an arrangement we set up with you — the supplier statement still just gets forwarded by email. Tell us what you use and we will tell you straight whether we can reconcile against it.
Tell us what you useStill have a question?
Email your question to support@statementzen.com with the Vista version and setup step you are using. To reconcile a statement, complete the notifier setup above, then forward the statement and review the result in your Statements dashboard.
See your first Vista statement reconciled
Set up the notifier, forward a supplier statement and review the differences in your dashboard. The first 25 reconciled statements each month are free.
A statement Statement Zen cannot reconcile does not use your monthly allowance.