LIVE DEMO — BOOKKEEPING FIRMS

Small-business owners call after closing time. So should your answers.

Bookkeeping prospects are business owners drowning after hours — they research at 9 PM and sign with whoever responds. The AI answers every call and chat, 24/7: explains your published service tiers and pricing, qualifies the business by your intake questions, and books the onboarding consultation — while your bookkeepers stay in the ledgers.

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

The 9 PM “I’m behind on my books” chat: qualified, quoted from your tiers, booked.

One day with the AI

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

9:10 PM · The behind-on-the-books confession

A restaurant owner admits eight months of unreconciled accounts. The AI responds without judgment on your script, explains your published catch-up service exactly as written, captures the business profile by your intake, and books the consultation.

10:40 AM · The tier shopper

“What’s the difference between your plans?” The AI walks your published service tiers verbatim — what each includes, what each costs — the same accurate pitch on every call, then books the fit conversation.

3:35 PM · The client’s document nudge

Month-end needs a missing bank statement. The AI follows up politely on your schedule, in the client’s language, with the upload link — and stops the moment the document lands.

What it does for you

The after-hours funnel, open

Prospect inquiries answered at the hour small-business owners actually shop — qualified by your questions, transcripts filed.

Tiers and prices, consistent

Your published plans and pricing quoted exactly, every time — no improvised discounts, no forgotten inclusions.

The close, unblocked

Missing statements and unanswered questions chased politely on your cadence — the month-end stops waiting on one client’s inbox.

Watch it sign the 9 PM prospect

The demo takes the after-hours inquiry, quotes the tier and books the onboarding call — configured for a bookkeeping firm. Your personal version, built from your website with your plans and prices, arrives in about two minutes.

Test your own pricing questions live
Document follow-ups on your cadence
Flat price — unlimited bookkeepers and clients

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.

“How much is monthly bookkeeping for a business like mine?”

Quotes your published tiers by the profile captured — exactly as your firm wrote them — and books the consultation.

“I’m a year behind — can you fix it?”

Explains your published catch-up service scope, captures the situation by your intake, and books the consult — no promises the team didn’t publish.

“Should I be an S-corp?”

Never answers it — that is professional advice. Captures the question and routes it to your accountant by your rules.

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

Our differentiator is being personal. Doesn’t an AI undercut that?

The AI wins the first response and the logistics; your people keep the relationship. Prospects meet a firm that answers instantly AND a bookkeeper who knows their name — with the whole history transcribed.

Where do client financials live?

The front office answers from your approved knowledge only — conversations stay in your firm’s record, training no one else’s model, with a fully on-premises option on servers you own.

YOU MIGHT ALSO NEED

The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your bookkeeping 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