Bank statement processing & analysis, automated

Harness the power of zenphi’s Intelligent Document Processing software.

insurance claims software

How zenphi IDP transforms bank statement processing

Zenphi’s Intelligent Document Processing (IDP) solution harnesses advanced OCR (Optical Character Recognition) and AI-powered technologies to extract critical details from bank statements such as transaction dates, amounts, descriptions, payees, and more. Beyond data extraction, zenphi IDP automates manual workflows like data matching and entry, approvals, task assignments, PDF conversions and others, accelerating bank statement processing times and enhancing accuracy.


Process documents with a single solution

Easily process a variety of bank statement formats, automatically, under a unified solution.

Boost accuracy

Minimize errors and discrepancies in data extraction to significantly boost accuracy and reliability.

Save time

Minimize time spent on manual data entry or verification processes, and correcting mistakes introduced through human error.

Ensure reliable access to critical information

Establish a centralized repository for all documentation, ensuring easy & reliable access to information when you need it.

Boost efficiency & reduce costs

Reduce the need for manual labor and paper-based processes, leading to potentially significant cost savings and increased operational efficiency.

Streamline your entire process

With IDP & automation, you’re in control of every process. From data extraction to approval workflows and beyond, zenphi enables seamless automation of any process across your business.

Why choose zenphi IDP as your bank statement verification software?


Experience the synergy of no-code Business Process Automation (BPA) and Intelligent Document Processing (IDP) with zenphi. Revolutionize your bank statement verification process and embrace a centralized platform that seamlessly handles the entire spectrum of bank statement verification, reconciliation, and analysis. Leverage automated workflows to enhance accuracy, expedite reconciliations, and ensure compliance across all areas of your business.


Unlike other no-code solutions, zenphi offers robust customization to adapt to your unique workflows. Zenphi boasts dozens of built-in actions, including math operations, logic branches, integrations, formatting, and much more, to address exceptions and ensure your workflows continue to run seamlessly, even when inaccuracies or errors are encountered.


Our user-friendly no-code UI empowers you to build automations quickly and start reaping the benefits significantly faster than complex software or custom development solutions. 

Plus, educational materials are available along with access to our friendly Success team for support whenever you need it.


Eliminate the need to hire and train additional staff, outsource your processes, or build costly custom solutions. Save IT resources and avoid writing scripts – hire zenphi instead!

Pay only for what you use – there’s no need to pay for expensive software with unnecessary features; with zenphi, you pay for what you use with one simple subscription.


Gain real-time insights and reporting through dynamic built-in Tables and Dashboards, providing enhanced visibility into your financial data, reconciliation status, trends, and potential discrepancies for informed decision making.


Utilize the familiar Google Workspace ecosystem as your foundation and seamlessly integrate with other business tools you use daily, such as Jira, Trello, HubSpot, Dropbox, and more.


If you’re under time pressure or require assistance at any time, make the most of our implementation services, where we’ll automate processes for you or alongside you. Enjoy regular training for you and your team, participate in webinars, receive live chat support and more.

One platform, endless automations

Your automations don’t have to stop at your bank statement software. Zenphi provides a complete process automation platform to connect and orchestrate workflows across all areas of your business, integrating with your existing tech solutions like Slack, Salesforce, Docusign, and Google Workspace.

What zenphi users have to say:

“Amazing! We highly recommend Zenphi and have already spoken with many of our friends about using their system. If you are looking to automate, be more productive, save money and a lot more, this is definitely a software to consider!

Zenphi has a great UI that allowed us to customize workflows to fit our specific business needs. After we implemented their system, we not only saved time, we were able to reduce our workload significantly. Previously we were forced to outsource our Invoice verification process overseas, but with Zenphi, we were not only able to bring it back in-house, we reduced our costs and increased our processing time significantly.”

– Josh C, Owner/President in the Food & Beverages industry

Find more reviews on Capterra

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