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SPECIFICTION
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Statement

statement.io

Web
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Spec score 6.9 #42 of 71 in Bank Connectivity Software

What it is

Statement is a web-based treasury automation platform for cash visibility, forecasting, reconciliation, and insights. It consolidates cash positions across accounts, entities, regions, and currencies with real-time updates, and connects to more than 3,000 corporate banks, ERPs, and finance tools. Its AI organizes raw bank transaction data. Forecasts use cash inflows, outflows, and live ERP data, with a 13-week horizon. Users can automate budget-versus-actual analysis and create unlimited scenario plans. Treasury insights identify trends, anomalies, risks, and opportunities, including projected liquidity, hedging risk, unusual transactions, and high fees. Daily or weekly summaries can arrive by email. Two-way ERP synchronization, custom views, and role-based permissions support finance teams. Statement lists SOC-I, SOC-II, GDPR, and ISO-27001 certification. Custom onboarding is available, and the company says customers can go live in weeks without an IT lift. Pricing is on request.

Spec sheet

Product
Statement describes itself as an AI-native treasury automation platform for cash visibility, forecasting, reconciliation, and insights.Read 3 Oct 2026 · statement.io
Intended users
The homepage identifies treasurers, CFOs, and accountants as users the platform serves.Read 3 Oct 2026 · statement.io
Integrations
Statement says it connects banks, ERPs, and core finance tools, and supports two-way ERP sync.Read 3 Oct 2026 · statement.io
Security
The Bank Connectivity page says Statement is SOC-I, SOC-II, GDPR, and ISO-27001 certified.Read 3 Oct 2026 · statement.io
Support
The company’s values page says it offers around-the-clock response to meet customer needs.Read 3 Oct 2026 · statement.io
Maker
The about page lists Idan Vlodinger as co-founder and CEO and Shahar Lahav as co-founder and CTO.Read 3 Oct 2026 · statement.io
Bank connectivity
Statement says it connects to 3,000+ global corporate banks.Read 3 Oct 2026 · statement.io
Cash forecasting
Forecasts update in real time using cash inflows, outflows, and live ERP data.Read 3 Oct 2026 · statement.io
Cash visibility
The platform consolidates cash positions across accounts, entities, regions, and currencies, with real-time updates.Read 3 Oct 2026 · statement.io
Contact response
The Contact Us page says the team will be in touch within one business day after form submission.Read 3 Oct 2026 · statement.io
Data connections
It says it connects to more than 3,000 corporate banks, ERPs, and financial tools.Read 3 Oct 2026 · statement.io
Data enrichment
Its AI engine normalizes, structures, and categorizes raw bank transaction data.Read 3 Oct 2026 · statement.io
Forecast horizon
The page lists cash flow forecasting 13 weeks out.Read 3 Oct 2026 · statement.io
Forecast scenarios
The forecasting page says users can automate budget-versus-actual analysis and create unlimited scenario plans.Read 3 Oct 2026 · statement.io
Forecasting
Cash forecasts update in real time using cash flows and live ERP data, and the page describes forecasting 13 weeks out.Read 3 Oct 2026 · statement.io
Insight delivery
Daily or weekly AI insight summaries can be delivered by email.Read 3 Oct 2026 · statement.io
Insights
Treasury insights include alerts about hedging risk, projected liquidity, unusual transactions, and high fees.Read 3 Oct 2026 · statement.io
Onboarding
The company says it provides custom onboarding and can get customers live in weeks without an IT lift.Read 3 Oct 2026 · statement.io
Scenario analysis
The forecasting page says users can automate budget-versus-actual analysis and create unlimited scenario plans.Read 3 Oct 2026 · statement.io
Security and compliance
The bank connectivity page states that Statement is SOC-I, SOC-II, GDPR, and ISO-27001 certified.Read 3 Oct 2026 · statement.io
Team access
Cash Visibility supports custom views and role-based permissions for sharing insights with a finance team.Read 3 Oct 2026 · statement.io
Team permissions
Cash visibility includes custom views and role-based permissions for sharing insights across the finance team.Read 3 Oct 2026 · statement.io
Treasury insights
Its insights feature identifies trends, anomalies, risks, and opportunities, and supports custom rules and alerts.Read 3 Oct 2026 · statement.io

Strong points and limits

Strong points

  • Real-time cash positions across entities and currencies
  • Connects to 3,000+ corporate banks
  • Unlimited scenario plans
  • Two-way ERP synchronization
  • Role-based finance-team permissions

Limits

  • Pricing is available only on request
  • Forecast horizon is listed as 13 weeks
  • Web platform only

Who it suits

Statement is aimed at treasurers, CFOs, and accountants managing multi-entity cash, forecasts, reconciliations, and finance-team access.

Verdict

Statement brings bank data, ERP data, forecasting, scenario planning, and treasury alerts into one web platform. Its broad connectivity and finance-team controls suit organizations needing consolidated, continuously updated cash information.

Where Specifiction places it

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