One continuous workflow
Statement ingest, transaction review, planning, analysis, and authored output share the same workspace data and state model.
About zStatement
Financial software should explain itself.
zStatement turns statements and transaction evidence into a controlled financial workspace. The goal is not more charts; it is clearer provenance, safer automation, and decisions that remain reviewable after the model call is over.
Source-linkedEvidence
Exact decimalsMoney
Workspace-scopedAccess
RevisionedPublishing
Product principles
Designed around operational trust.
Security is an operating rule
Tenant isolation, short-lived sessions, encrypted credentials, private storage, and governed provider routing are designed into the workflow.
Models assist; policy decides
Approved managed models can suggest, summarize, normalize, and route from retrieved evidence. Financial and account-changing actions remain explicit application decisions.
Processing model
Evidence moves forward without losing context.
Deterministic validation, review rules, managed-provider assistance, and persistent records are composed as one pipeline rather than sold as separate intelligence features.
- 01Verify
Identify the workspace, source file, currency context, and immutable evidence fingerprint.
- 02Extract
Parse documents through observable workers while retaining source and processing-version context.
- 03Review
Surface uncertain classification, exceptions, and proposed changes before they alter reviewed records.
- 04Use
Reuse reviewed data in budgets, scenarios, wealth analysis, reports, and exports without reinterpreting the source.
Bring the source, keep the evidence.
Start with a controlled workspace and add models, generation, integrations, or team workflows only when their governance is configured.