LIVE DEMO — AUDIT & ASSURANCE FIRMS

The PBC list is due Friday. The chasing is already done.

Audit engagements stall on logistics: the client-provided documents that trickle in late, the fieldwork dates that take nine emails to set. The AI answers every inquiry and chases every list, 24/7: scopes new engagement requests by your intake, coordinates fieldwork scheduling against real calendars, and follows up on outstanding items politely, relentlessly, in the client’s language.

Get started

Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR firm

The PBC follow-up thread: polite, persistent, logged — items arriving before fieldwork.

One day with the AI

Three moments from a typical audit & assurance front office — handled while your team does the human part.

9:20 AM · The engagement inquiry

A nonprofit’s board treasurer calls about a first-time audit. The AI captures entity type, fiscal year and reporting deadlines by your intake, explains your published engagement process, and books the partner’s scoping call — with the transcript attached.

11:50 AM · The PBC chase, running

Ten days before fieldwork, four items are still outstanding. The AI follows up per item on your cadence — the bank confirmations, the board minutes — with upload links, in the controller’s language, and stops each thread as the item lands.

4:10 PM · The fieldwork calendar dance

Scheduling a week on-site with three client contacts used to take a fortnight of emails. The AI coordinates against your team’s real calendars, proposes windows, confirms the week and sends the logistics note.

What it does for you

Engagement intake, structured

Entity, deadlines, prior auditor, reporting needs: your scoping questions asked on every inquiry — partners walk into scoping calls briefed.

The document chase, automated

Outstanding-item follow-ups per your cadence with links attached — persistent without being rude, stopped automatically on receipt, all on the record.

Opinions stay professional

The AI never discusses findings, opinions or accounting treatments — process and logistics only, everything substantive routed to the engagement team.

Watch it unblock an engagement

The demo scopes an audit inquiry, runs a PBC follow-up and coordinates fieldwork dates — configured for an audit firm. Fill four fields and your personal version, built from your website, lands in your inbox in about two minutes.

Interactive: test your own scoping questions
Chase cadences configured per engagement
Flat price — unlimited staff and engagements

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“What does an audit cost for an organization our size?”

Quotes only what your firm publishes about fees and process — and books the scoping call where the real answer is built.

“Can we move fieldwork back two weeks?”

Checks the engagement team’s real calendars, proposes new windows, confirms with all contacts — and logs the change.

“Is this expense classified correctly?”

Never answers accounting questions. Captures it for the engagement team and routes by your rules — with the question transcribed.

In April the phone doubles and the staff halves — answering services take messages, portals wait for clients to log in, and the same hundred questions eat the admin’s week. The Zanus AI front office ANSWERS — phone and chat, 24/7, in the client’s language: appointments booked into real preparer calendars, status from the engagement record, tax questions routed to the professionals — never improvised.

Questions, answered

Independence rules shape everything we do.

The AI handles logistics and approved information only — it never opines, never discusses findings, and every conversation is transcribed. What it may say is your configuration, reviewable by your quality team.

Client records are confidential.

Conversations and chase threads stay in your firm’s record only, training no one else’s model — and the same system runs fully on-premises on servers your firm owns.

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The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your audit firm — documents, tasks, procedures, automations — is Back Office AI, specialized for Accounting & CPA. Most companies run both: one AI answering, one AI executing.

Back Office for Accounting & CPA →Explore Back Office AI