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Review protocol

A clear path from source file to reviewed evidence.

zStatement keeps ingestion, extraction, review, and publishing visible as separate states without making the workflow feel fragmented.

01

1. Upload Statements

Add bank PDFs, spreadsheet exports, or invoice images. Each source keeps its identity and processing record.

Check the file type, size, and parser boundary before import.
02

2. Review extraction

Inspect categorized rows, confirm recurring items, and resolve low-confidence fields before publishing.

Keep extracted rows separate from claims about the source.
03

3. Gain Clarity

Use reviewed ledger data to examine cash flow, net position, stability, and decisions.

Review consequential decisions before reports or planning inputs.

Evidence compatibility

Test a known-safe file before your first import.

This registry comes from the active parser contract. Every download is synthetic, versioned, and contains no real financial data.

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First controlled run

Start with one synthetic statement.

Download a known fixture, inspect extraction evidence, review classification, then move to real data only after your controls are ready.

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zStatement | Financial clarity, explained