ZANUS FRONT OFFICE FOR ACCOUNTING — AI BRIEFING NEW
Your busy-season morning starts with the overnight already handled.
Before the first preparer logs in: how many clients called after hours, which documents were reported uploaded, which signings and drop-offs were booked, which notices came in, which engagement letters were signed — and the three clients who need a partner’s call today. In-app and by email, every day from January to October and quietly in between.
Try it free 7 days on your own business · no credit card · per company, never per seat
REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.
Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet
The real AI Briefing menu: the morning digest, then ask your pipeline anything.
What it does
Calls answered, appointments booked, missing documents reported in, portal resets requested, messages taken per preparer — the front desk starts with the work done.
The client with a letter from the tax authority, the owner asking about a fee, the referral from an attorney — ranked, with the transcript.
“How many new-client inquiries this week?” “Which clients still owe documents?” Answers from your front-office data only — no data, no claim.
Inside AI Briefing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
Ask-your-pipeline: question your business in plain language
"Which deals went quiet this week?" "Which clients still owe us documents this week?" "How many engagement letters are still unsigned?" It answers ONLY from your tenant’s data — no data, no claim, the same discipline as every Zanus answer. It can draft the follow-up email; sending always stays with you.
- Contacts, companies, funnels, quotes, transcripts, stats
- Numbers come from queries, never from model memory
- Drafts land in your operator queue — never auto-sent
Deal Plan: the plan to win, one click
On any contact or company: stakeholders engaged (and the missing ones), objections raised — answered and unanswered — engagement trajectory, and the next three steps as concrete Front Office actions.
- One page, human-readable, regenerate anytime
- Built from the full story: every call, chat, demo and email
- Works at company level too
Available on its own — or inside a solution
Questions, answered
Who receives the briefing?
Whoever you choose: managing partner, firm administrator, each preparer with their own clients only, the payroll lead with payroll requests only. In-app and by email, with shortcuts into every record it mentions.
Does it act on its own?
It reports and drafts. Follow-up messages land in your operator queue for a click; nothing about a return, a notice or a fee outside the schedule is sent without a person.
Try it free on your own firm. 7 days. No credit card.
Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.
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