AI agents for accounting firms
More clients. Same team.
Zenday’s agents do each client’s books end to end, to your firm’s policies and review standards. Your staff start at review.
Harbor & Pine CPAs’ September close. A sample firm, with illustrative figures.
Every new client needs staff you can’t hire.
Preparing the books is where your staff’s hours go, so it decides how many clients your firm can take on and how much time is left for advisory.
Preparation eats the month
Staff rebuild the same recs and schedules for every client before review can start.
Reviews pile up at the end
Managers and partners review everything in the last few days, when every client is due.
Fixed fees, rising hours
On a fixed fee, every extra hour of preparation comes out of your margin.
Your firm’s policies, on every client.
Set each client’s chart of accounts, capitalization policy, thresholds and review standards once. The agents work every client to them, with the support your staff expect.
Your staff review the exceptions.
Your staff see only what crosses a client’s thresholds, drafted with its entry and support. One view shows which clients are done and which wait on a reviewer.
Every workpaper carries its review trail.
Each balance links to its entries, source documents, the second AI’s review and the approver. Reviewers and auditors see what happened, not a reconstruction.
Inside the ledgers your clients use.
Clients on QuickBooks Online, Xero and NetSuite work side by side. The agents work inside each client’s ledger, so nothing migrates.
- QuickBooks
- Xero
- NetSuite
Start with one client’s past year.
Pick a client and the agents re-perform its past year, proposing each adjustment with its support. Nothing changes in the client’s books until you approve.
Questions controllers and firms ask first.
Can each client have its own policies?
Yes. Each client’s close runs to its own chart of accounts, capitalization policy, approval thresholds and review standards, set once by your firm; anything above a client’s thresholds waits for your staff.
Who signs off on each client’s close?
Your staff do. Agents prepare the reconciliations, schedules and entries; a second AI recomputes each entry, and your reviewers approve the exceptions and sign off.
What if our clients use different ledgers?
That’s fine. Zenday connects with QuickBooks Online, Xero, and NetSuite, so your firm can close clients on any of them while each client’s books stay where they are.
How do our reviewers check the agents’ work?
Every balance links to its entries, the source documents, the second AI’s review and the approver. A reviewer can follow any number back to its support, the way it happened.
Where does our firm start?
With a free 12-month review of one client: the agents re-perform the past year and show you each change they’d make, with its support. Nothing changes until you approve.