A 30-minute demo
See Zenday on your own books.
Thirty minutes on a month as the agents work it. Then yours: what they’d do and what would come to you.
Halden Software’s September. A sample company, with illustrative figures.
What we’ll cover in 30 minutes.
We start from how your month runs today and show what the agents would take on.
Your ledger
QuickBooks, Xero or NetSuite, with your chart of accounts and entities as they are. Nothing moves.
Your close checklist
Which tasks the agents would prepare, from reconciliations to flux, and what stays with your team.
Your thresholds
The approval limits you’d set by entity or by client, and the exceptions that would come to you.
Bring whoever signs off the books.
Controllers
See the reconciliations, schedules and flux the agents prepare, and what would still reach your desk.
CFOs and VPs of finance
See how the close moves earlier, and the controls behind each entry: a second AI, your thresholds and your sign-off.
Accounting-firm partners
See a client’s close run to your firm’s policies, and what your reviewers would sign off.
Questions controllers and firms ask first.
What happens in the demo?
We walk through a month as the agents work it, then look at your books. You’ll see the coding, reconciliations, schedules and flux, the exceptions over your thresholds and the sign-off.
Who should join?
Whoever signs off the close: a controller, a CFO or VP of finance or, at a firm, the partner or manager who reviews client work. Bring the person who prepares it too.
Which ledgers can we see it on?
QuickBooks Online, Xero and NetSuite. The agents work inside your ledger, so your chart of accounts, your entities and your history stay where they are.
Can we start without a call?
Yes. Start a free review: the agents re-perform your last 12 months and show the adjustments they’d propose, with support. Nothing changes in your books until you approve.