Zato connects to the systems your firm already runs.

Xero

Ledger integration, live.

• Chart of accounts, trial balance and full transaction detail synced
• Client list mapped to Zato jobs automatically
• Journals prepared in Zato and posted back on approval
• Re-sync at any point so the job reflects the current ledger

Connected by API through Xero’s standard authorisation flow. Your firm controls which organisations are connected.

IRD

New Zealand tax authority, live.

• Return and assessment data retrieved for the client
• Filing positions reconciled against the ledger
• GST and income tax supporting positions prepared
• Reduces manual retrieval from myIR during production

Access operates under your firm’s existing tax agency authority. Zato does not change your agency arrangements.

Companies Office

New Zealand registry, live.

• Entity details, directors and shareholding retrieved
• Shareholding continuity and registry data checked against the file
• Entity information kept consistent across workpapers

Public registry data retrieved for the entities on your client list.

FYI

Document management, live.

• Client documents surfaced beside the workpaper that needs them
• Source documents linked to the figures they support
• Filing structure respected, documents stay where your firm keeps them

Connected through FYI’s API. Documents are read for the job, not relocated.

Document management

SharePoint and Google Drive, live. OneDrive and Dropbox coming soon.

• Browse and link client files from your existing store
• Extracted values traced back to the document, sheet and cell
• Works alongside FYI or on its own
• No migration required, files stay in your systems

Connected through each provider’s standard API with your firm’s own permissions.