Every client's books, ready for your review.
An AI back office for accounting and corporate services firms. It works inside Zoho Books, decides how each transaction should be booked, chases client documents and keeps every deadline in view. Your accountants check and approve.
Illustrative example. Names and figures are made up.
Your clients send documents on WhatsApp.
Your deadlines live in a spreadsheet.
Skilled accountants spend their days asking for the same bank statement twice, matching hundreds of lines by hand, and checking a tracker to see whose VAT is due. New clients arrive months behind with a deadline already close.
Your software already matches and files. What it can't do is decide how a transaction should be treated. That judgement is where your team's month goes, and it is what this does.
The routine work, done before your team logs in
It chases the documents
Clients get a polite reminder on the channel they already use, until the paperwork arrives.
Asks for what's missing
Bank statements, invoices and licence copies, requested by WhatsApp, email or a phone call.
In Arabic or English
It writes to each client the way they write to you, and follows up until it has what it needs.
Files what comes back
Documents are named and placed against the right client and month, ready for the books.
It decides how each transaction is booked
Matching is the easy part. It works out what each transaction is and how it should be treated, using the decisions your firm has made before.
| DEWA Utilities expense · standard-rated, input VAT recoverable | AED 1,240.00 | Booked |
| Office rent, Q4 Prepaid rent, released monthly · exempt | AED 18,500.00 | Booked |
| Bank loan instalment Split: principal 6,410 to loan, interest 890 to finance cost | AED 7,300.00 | Your call |
| Etisalat Telephone expense · standard-rated | AED 389.00 | Booked |
Nature and treatment
For each line it proposes the account, the VAT treatment and the reason, including loans, prepayments, assets and related-party items.
A chart of accounts that fits the business
New clients start with a chart of accounts suited to their kind of business, not a generic template.
Flags what it isn't sure about
Anything unclear is left for an accountant, with the reason it was flagged.
It keeps every deadline in view
One compliance calendar across every client, with a warning while there's still time to act.
Every filing, per client
VAT and corporate tax returns, registrations, FTA amendments, licence renewals and e-invoicing, plus a monthly VAT threshold check.
Early warnings
When a document is still missing close to a deadline, your team hears about it first.
Drafts for review
VAT workings, the monthly MIS report and a dashboard for each client, prepared for an accountant to check and sign off.
Your accountants sign off
Nothing is filed or sent without a person on your team approving it. Filing itself happens in Zoho.
- Line
- Bank loan instalment
- Amount
- AED 7,300.00
- Suggested
- Principal 6,410 · Interest 890
Nothing goes out unapproved
Your firm gives the advice and makes the judgement calls. It prepares, your team decides.
Every step shows its working
Each match, suggestion and message is logged, so a reviewer can see what was done and why.
Corrections teach it
When an accountant corrects something, it learns how your firm handles that case next time.
Works with Zoho Books
Matching, VAT filing to EmaraTax and e-invoicing stay in Zoho. It does the work before those buttons get pressed.
Onboards new clients
Prepares the onboarding meeting brief and questions, then sets up the books and the deadline calendar.
Shows the team's workload
Who owns each client, what is pending and how long it has been waiting, in one place for the manager.
Tell us how your firm works.
Tell us what takes your team the most time and we'll show you how it fits your firm.
Takes about three minutesFrequently asked questions
Does it replace my accountants?
No. It takes the chasing, matching and tracking off their plate. Your accountants still give the advice, make the judgement calls and approve everything before it is filed or sent.
Which software does it work with?
Zoho Books. Matching, VAT filing and e-invoicing stay in Zoho; it prepares the work that goes into them.
Will my clients know they're talking to AI?
Yes. When it messages or calls a client, it says it is an assistant working for your firm, and hands over to a person whenever the client asks.
How is it priced?
Per client company per month, so you pay for the clients you serve.
What happens to my clients' data?
Your books stay in your accounting software. We only access what the work needs.
Give your team the month back.
Tell us how your firm works and we'll show you how it fits.
Talk to us