ZANUS FRONT OFFICE FOR ACCOUNTING — BUSINESSES & REFERRERSNEW

Business clients and referral partners — mapped from real conversations.

A firm lives on its organizations: the businesses whose books and payroll you keep — owner, bookkeeper, office manager — and the attorneys, bankers, financial advisors and real-estate agents who send you clients. The AI groups contacts under each organization automatically, scores the relationship, and flags the referrer that has gone quiet — before the referrals go to another firm.

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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 Companies tab: all the people, roles, combined timeline, health score.

What it does

Referral sources, clustered

Contacts from the same law office or bank branch cluster automatically; referrals per source, per season, and how fast each was acknowledged — no spreadsheet.

Health score with the WHY

Every organization carries a 0–100 score and the reasons: a business client’s requests unanswered, a referrer silent since last season, an engagement letter open.

The empty chair

The business client where you only know the bookkeeper, never the owner — flagged, so a partner can reach the decision maker before renewal.

Inside Companies — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

Start free — see it on your own firm7 days · no credit card · nothing to install. Give it your website and it is yours to test.

Health score on everything — always with the WHY

Every contact and company carries a 0–100 health score recomputed from real events: recency, demo engagement, quote opens, reply sentiment, call outcomes. "62 and falling — no reply to the last two touches, quote unopened for 9 days."

On contact cards, company cards and a sortable Statistics column
Falling scores surface in the morning briefing’s At Risk list
Available on its own or inside a solution

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing → · Try it free 7 days, no credit card →

A stakeholder map guessed from CRM fields is an educated guess. Ours already met the committee — it talked to every one of them. The map draws itself from real conversations.

Questions, answered

Does this cover a client with several entities?

Yes — one owner can belong to several organizations; the timeline stays per person, the requests and engagements aggregate per entity, so the front desk knows which company the caller means.

Which solution includes it?

Available on its own or inside a solution. Which solution includes what: see pricing.

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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