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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Statement Zen is an online software solution for managing accounts payable, specifically aimed at reconciling supplier statements with ledger records. Users can simply send statements to a designated email address, where the software intelligently extracts relevant information and aligns statement entries with those in the ledger. A user-friendly dashboard highlights discrepancies, such as missing entries in the ledger or variances in amount, date, or reference, while consolidating matched items for clarity. An automatic balance verification feature checks whether the starting balance plus the transactions on the statement match the indicated closing balance. Additionally, Statement Zen offers seamless integration with Xero and QuickBooks Online via read-only access, while Viewpoint Vista transmits payable information through its Workflow Notifier; other accounting platforms can connect through the Statement Zen API. The software supports various formats, including native-text, scanned PDF statements, CSV files, and spreadsheets. Tailored for bookkeepers, accounts payable departments, and accounting firms, it simplifies the reconciliation of supplier statements, making the process more efficient and less error-prone. Ultimately, Statement Zen enhances financial accuracy and streamlines the workflow for teams managing accounts payable tasks.

Description

Switchbooks gives small businesses and accountants a conversational way to keep their books. From a browser, users can review and categorize transactions, post entries, create journal entries, reconcile bank and credit card statements, and ask questions about financial reports. Plaid connects supported US accounts, while QuickBooks, CSV, and Excel imports help bring existing records into the system. The product includes payee rules, profit and loss statements, balance sheets, cash flow reports, general ledgers, and combined reporting across multiple companies. It also connects to ChatGPT, Claude, Cursor, Grok Bot, and other compatible MCP clients for supported bookkeeping actions. Switchbooks is developed by Switch Holdings, LLC and costs $25 USD per company per month. All features are included, and a 10-day free trial is available without a credit card.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

ChatGPT No 
Claude No 
Claude Duet No 
Claude for Legal No 
Cursor No 
Grok Bot No 
Model Context Protocol (MCP) No 
Plaid No 
QuickBooks Online Yes 
Viewpoint Vista Yes 
Xero Yes 

Integrations

ChatGPT Yes 
Claude Yes 
Claude Duet Yes 
Claude for Legal Yes 
Cursor Yes 
Grok Bot Yes 
Model Context Protocol (MCP) Yes 
Plaid Yes 
QuickBooks Online No 
Viewpoint Vista No 
Xero No 

Pricing Details

$99/month
The Starter plan is $99 per month when billed monthly, or $79 per month with annual billing ($948 per year). It includes up to 100 statements per month. A free plan covers 25 statements per month.
Free Trial No 
Free Version Yes 

Pricing Details

$25/company/month
Switchbooks costs $25 USD per company per month. The plan includes all product features and multi-company reporting. A 10-day free trial is available with no credit card required.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Statement Zen

Founded

2011

Country

Australia

Website

statementzen.com

Vendor Details

Company Name

Switch Holdings, LLC

Country

United States

Website

switchbooks.ai

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

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