Smart Statement

Every transaction.
Tagged at source.

The substrate everything else reads from. Every bank transaction auto-tagged the moment it lands — by source, category, entity — across every bank you hold. Recon, AR/AP, compliance, treasury are emergent layers on top.

Smart Statement · Live At source
Transactions auto-tagged
95%
▲ 8,412 tagged today
40+ source taggers Live
8,412 transactions taggedSmart Statement · 95% at source
Today · Smart Statement
12s ago
Auto-tagged at landing · today
95%
▲ 8,412 transactions today
AWS · Q1 quarterly
HDFC · NEFT · matched
−$12,481
CLOUD
Stripe · Day 04 payout
Axis · IMPS · 8,412 txns
+₹2.18 Cr
PG
Darwinbox · Payroll
SBI · NEFT · 412 emp.
−₹46,20,000
PAYROLL
GST DRC-03 · Voluntary
ICICI · CMS · 29AB…
−₹2,42,180
GST
Zomato · weekly
HDFC · 12 outlets
+₹11,28,300
PG
What did marketplaces gross today?
₹4.16 Cr — Stripe ₹2.18 · Zomato ₹1.14 · Shopify ₹84L.
LIVE OPEN AGENT · v2.4

The raw stream becomes a substrate.

Every bank transaction lands as a row in your statement. Smart Statement looks at the description, the counterparty, the amount, the date, the entity — and 40+ source-specific signals — and assigns the right tag at the moment of landing.

Smart Statement · Jun 04, 2026 · Curate Health Pvt Ltd ✦ Agent · Live · 12s ago
AWS · Quarterly invoice
HDFC · NEFT · matched to AWS-INV-Q1-26
CLOUD · AWS RECON · 3-WAY −$12,481
Stripe payout · Day 04
Axis · IMPS · 8,412 txns settled
REVENUE · PG RECON · 3-WAY +₹2,18,40,210
Darwinbox · Payroll batch
SBI · NEFT · 412 employees
PAYROLL RECON · BATCH −₹46,20,000
GST DRC-03 · Voluntary
ICICI · CMS · GSTIN 29ABCDE1234F1Z5
STATUTORY RECON · CHALLAN −₹2,42,180
Zomato · weekly settlement
HDFC · NEFT · 12 outlets · 4-day window
REVENUE · PG RECON · 3-WAY +₹11,28,300
Meta · Ads · India
Axis · SWIFT · matched to invoice INV-MET-0428
MARKETING RECON · 2-WAY −$4,820
Salesforce.com
HDFC · SWIFT · annual licence
SAAS RECON · 2-WAY −$8,400
  • 01Source-aware tagging. Open recognises Stripe, Shopify, Zomato, AWS, Razorpay, Meta — and 40+ other senders — at the moment a credit or debit lands.
  • 02Three-way recon at source. Marketplace gross, deductions, expected net, and bank credit are matched in real time — gaps surface immediately.
  • 03Self-improving. Every human correction trains the model — the more your team uses it, the sharper the tags get.
  • 04Entity-aware. Multi-subsidiary structures preserved — every tagged row carries its entity, its GSTIN, its cost-centre.
  • 05Substrate, not feature. AR/AP, GST, Smart Ledger, treasury — all read from Smart Statement as the single source of truth.
95%
transactions auto-tagged at landing
40+
source taggers: Stripe, Shopify, Zomato, AWS…
0
new tools — Smart Statement lives in banking

Five emergent layers. One source of truth.

Smart Statement is the foundation. Every other product on Open reads from it. The cleaner the substrate, the sharper everything above it gets.

Layer 1

Three-way recon

PG ↔ marketplace ↔ bank matched continuously. Variance surfaces before month-end — when you can still investigate.

Layer 2

AR · receivables

Inbound credits matched to invoices automatically. Promise-to-pay tracked. DSO trending live, not retrospectively.

Layer 3

AP · payables

Outbound debits matched to vendor invoices. Three-way match with PO and GRN. Audit-ready.

Layer 4

GST · compliance

Every taxable transaction tagged. GSTR-1 / 3B / 9 drafts auto-prepared from the substrate. ITC mismatches caught at source.

Layer 5

Smart Ledger

Tagged statement + ERP + AR/AP + payroll = unified financial position. Real-time, queryable in plain English.

Layer 6

Treasury · forecast

13-week cash forecast learns from your tagged outflow + inflow pattern. Accuracy compounds over time.

Not categorisation.
Comprehension.

Most banking software lets you label a transaction after the fact. Smart Statement understands what the transaction is at the moment it lands — and lets every downstream layer reason about it.

  • 01Source-resolved, not rule-matched. We don't pattern-match on "AWS" — we know which AWS organisation, which entity, which monthly invoice.
  • 02Counterparty graph. Every vendor, customer, and intermediary is a node. New transactions get tagged against this graph in milliseconds.
  • 03Tax-aware. Every taxable transaction lands with its expected GST liability, TDS provision, and ITC eligibility precomputed.
  • 04Audit-grade lineage. Every tag carries its reasoning — which signals, with what confidence, who corrected it last.
  • 05Plain-English query. "Show me all of last quarter's marketing spend, broken down by channel and entity." Asked once. Answered.
Tagging confidence · last 30 days ✦ Live
CLOUD · SAAS 98.4%
PAYROLL 99.8%
MARKETPLACE PG 96.1%
STATUTORY · GST 99.2%
VENDOR PAYOUTS 92.4%
4,184 corrections last 30 days · model retrained nightly
✦ Smart Statement

Not a feature.
The operating system.

Every other product on Open reads from Smart Statement. Get it right at source, and every downstream workflow gets it right for free.

View as
HUMAN AGENT