Statement AI features and pricing (October 2026)

Statement is an AI treasury automation platform, acquired by Tipalti in 2025, that centralizes cash data from banks and financial systems, forecasts cash flow with AI, sends AI-driven alerts and automates cash application for treasurers, CFOs and accounting teams.

Statement consolidates bank accounts and entities in one dashboard, connects banks, ERPs, payment service providers and databases, and offers cash forecasting, Insights for alerts and analysis, and cash application for matching payments to invoices. Customers named on the website include AppsFlyer, Riskified, ZIM and DuraVent, some of them managing more than 70 banks. Tipalti, based in Foster City, California, announced the acquisition on June 17, 2025 and positions Statement as the treasury part of its finance automation suite for midsize companies.

• Forecasts cash continuouslyStatement's AI cash flow forecasts update automatically as new bank and ERP data arrives. Treasury no longer rebuilds the forecast each week and can react earlier to shortfalls. The forecast becomes a working tool for liquidity decisions rather than a monthly exercise.
• Sends alerts on cash movementsInsights analyzes transactions with AI and sends alerts on relevant movements or anomalies. CFOs learn about unusual outflows or balance changes without monitoring bank portals. This supports the internal control system without adding manual review steps.
• Reconciles payments with invoicesAI cash application matches incoming payments to invoices within seconds, according to Statement. Accounting spends less time on manual matching of receivables. Fewer open items remain when the books are closed.

• Part of Tipalti since 2025, which also sells accounts payable, global payouts and expense software.
• According to the vendor, onboarding works without involving the customer's IT department.
• Combines treasury cash visibility with AI cash application for matching customer payments to receivables.

According to Tipalti's press release, Statement is based in New York and has belonged to Foster City, California-based Tipalti since June 2025.

Ask how Statement is sold after the Tipalti acquisition, as a standalone product or within the Tipalti suite, and what that means for pricing and contracts. Request security certifications, hosting region, the DPA and sub-processor list, which were not stated as text on the pages we reviewed in September 2026. Check connectivity to your banks and ERP.

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