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Agentic compliance production

Agentic AI for Accounting Firms.

Higher margins. Faster files.
More capacity to grow.

Zato orchestrates the compliance file end-to-end — from engagement and scrutiny through queries, workpapers and review support — powered by Ziffy, Zato’s AI agent. Your team stays focused on review, advisory and the work that grows the firm.

AI-native. ANZ-built. Audit-grade.

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Who it is for

Built for every person responsible for getting compliance out the door.

Partners
More visibility across every job, fewer late-stage surprises, and better capacity planning — without adding unnecessary headcount.
Managers
Cleaner files, clearer blockers, and less time chasing clients, preparers and partners for missing information.
Preparers
Less repetitive compilation and more structured, meaningful work, with clearer guidance and better source support.
Firm leadership
A scalable compliance production model built for the AI era — without ripping out your existing systems.
The problem

The compliance grind is not going away on its own.

Clients want more than annual accounts. They want advisors who understand their business, spot issues early and pick up the phone when it matters. But when your team is buried in manual compilation, document chasing and workpaper preparation, that version of your firm is harder to deliver. The firms pulling ahead are not just working harder — they are changing how compliance production gets done.

The category shift

From practice management to production intelligence.

Most firms already have tools to manage jobs, store documents and communicate with clients. That problem is largely solved. Zato is built for the next stage — systems that help produce the compliance file itself, with human oversight, evidence trails and partner control built in from the start.

Today Before Zato
  • Email chains
  • Manual ledger checks
  • Query chasing
  • Spreadsheet workpapers
  • Partner bottlenecks
With Zato Production layer
  • Structured client engagement
  • Automated scrutiny and anomaly detection
  • Auto-drafted missing-information requests
  • Source-linked workpaper packs
  • Files prepared for review with evidence trails
The platform

One platform. The full compliance run.

Zato works through six production stages, end-to-end, with your team in control at every step.

  1. 01

    Engage

    Collect the right client, entity and source information upfront.

  2. 02

    Scrutinise

    Analyse ledger activity and surface anomalies, risks and exceptions.

  3. 03

    Query

    Draft structured missing-information requests for reviewer approval.

  4. 04

    Compile

    Generate workpapers, schedules and supporting files with source links.

  5. 05

    Review

    Show what has been checked, flagged, resolved and left for judgement.

  6. 06

    Finalise

    Prepare the file for sign-off, posting and delivery.

Step 01 · EngageIn progress
Client engagement — Riverside Holdings Ltd
✓Entity details confirmed3 entities
✓Ledger sync authorisedLive feed
•Prior year files imported2 of 3
Step 02 · Scrutinise12 exceptions
Ledger analysis — FY ending 31 Mar
!GST treatment anomalyAcct 4310
!Unusual entry — Mar 28$48,200
✓Reconciliation completeBank
Step 03 · QueryDrafted
Missing information — client portal
?Invoice for Mar 28 expenseAuto-drafted
?Supplier statement — AcmeAuto-drafted
?Director loan termsManager review
Step 04 · CompileWorkpaper pack
Workpapers — ready for review
✓Income schedule12 pages
✓Depreciation scheduleLinked
✓GST reconciliationCross-checked
Step 05 · ReviewPartner queue
Review-ready — partner sign-off
✓All exceptions resolved12 of 12
✓Workpapers cross-referencedAudit trail
•Awaiting partner sign-offCritical
Step 06 · FinaliseSigned
Compliance file — finalised
✓Partner signed off11:42am
✓Journals posted to ledgerSynced
✓Client copy deliveredPortal
Ziffy

Meet Ziffy. The AI agent inside Zato.

Ziffy is the intelligent layer that drives the workflow — helping read ledger activity, explain anomalies, draft client queries and support review decisions throughout the job.

  • Applies senior-level scrutiny.
    Surfaces patterns, anomalies and exceptions across ledger activity so your team can focus on what needs attention.
  • Drafts the queries.
    Structured missing-information requests are prepared in-app, ready for your reviewer to approve, edit or send.
  • Supports review across 40+ workpapers.
    Workpapers are cross-referenced, source-linked and prepared for partner review.

Ziffy operates under ISO 42001 AI governance. Client data is not used to train external models. Professional judgement stays with your accountants and partners — always.

Ziffy · agentic layer Live workflow status
Active
  • ✓Ledger analysis complete4,847 entries
  • !Exceptions for review12 items
  • →Missing information drafted5 queries
  • ✓Workpaper pack ready23 pages
  • •Partner review requiredCritical

See how Zato would work inside your firm.

Book a 30-minute workflow walkthrough tailored to your compliance process, team structure and current bottlenecks. We will show how Zato maps to the way your firm already works.

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