LIVE DEMO — BOOKKEEPING & PAYROLL FIRMS

Payroll Friday runs itself. The phone does too.

Bookkeeping firms drown in small interruptions — “did payroll go through?”, “where do I send receipts?”, “can you add my new hire?” The AI answers every call and chat from your approved answers, captures change requests completely, and books new-client consults — while your bookkeepers keep the books.

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

Client requests captured complete and routed — nothing lost between the inbox and the ledger.

One day with the AI

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

8:20 AM · The payroll-Friday flurry

Six clients call before nine: a new hire, a bonus run, a direct-deposit change. Each request captured with every field your payroll team needs, confirmed back to the client, routed to the right queue — no sticky notes.

2:40 PM · The receipts question

“Where do I send my Q3 receipts?” The AI answers with your exact process, sends the secure upload link, and follows up until the documents actually arrive.

6:55 PM · The overwhelmed founder

A small-business owner calls after close, months behind on books. The AI explains your published packages, asks your intake questions, and books the cleanup consultation for Tuesday.

What it does for you

Interruptions, absorbed

The twenty routine questions answered instantly from your knowledge — your bookkeepers reclaim their deep-work hours.

Change requests, complete

Payroll changes, new hires and vendor updates captured with every required field, confirmed and routed — first time, every time.

The pipeline, worked

New-client inquiries answered at 7 PM, published packages quoted exactly, consultations booked while motivation is high.

Watch a payroll Friday, uninterrupted

The demo fields the Friday flurry, chases a receipt batch and books a cleanup consult — configured for a bookkeeping firm. Your personal version arrives in ~2 minutes, built from your website: your packages, your deadlines, your intake.

Every request transcribed and routed with full details
Morning briefing: what came in overnight, in one read
Flat price — unlimited clients and staff

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.

“Can you run an extra payroll this week?”

Captures the run details per your checklist, confirms your published cutoff times, and routes it to the payroll queue with priority.

“What do you charge for monthly bookkeeping?”

Quotes your published packages exactly — never an invented rate — and books the consult for anything custom.

“Is my sales tax filed?”

Never guesses at a filing status: logs the question against the client record and routes it to their bookkeeper with the details attached.

Answering services relay messages. Client portals wait for logins that never come. The Zanus AI front office ANSWERS — phone and chat, in the client’s language, books into your real calendars, and never says a word beyond your approved knowledge.

Questions, answered

Does it touch our payroll or accounting software?

It captures and routes; connections through API and webhooks are your configuration, with your approval rules on any write. Your ledger stays the system of record.

Can it answer client-specific financial questions?

No — it answers your approved process and published information, verbatim, and routes anything about a client’s numbers to their bookkeeper. The claim guard enforces it.

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 Finance. Most companies run both: one AI answering, one AI executing.

Back Office for Finance →Explore Back Office AI