Zeno connects Claude or ChatGPT to QuickBooks. Ask what is going on in the business and get the answer with the transactions behind it. Ask it to prepare bills, match receipts or code card charges. Check the proposed entries and approve them before they post.
Which Zeno is yours? Pick by whose books you keep ↓
Ask who owes you money, which bills are due this week, or why expenses jumped. See the transactions behind the number. Leave the question that needs judgment for your bookkeeper.
Zeno for Business →Code the card feed in one instruction, match the receipt folder to the charges, enter the bills in the inbox. Save the coding you confirm as a rule for next month. The owner asks their own questions instead of asking you.
Zeno for Business, for the bookkeeper →Each client has its own rules, documents and history. Your staff ask the AI to prepare entries and review the proposed work together. What you teach it about a client is there for the next month and the next person.
Zeno for Firms →Books on QuickBooks Desktop? Get help with entries and financial questions using the company file on your Windows PC. Zeno for QuickBooks Desktop →
Ask for the work, resolve a missing detail and review the proposed entries. This example shows each step before anything posts.
Fictional records · nothing uploads or postsThis example uses fictional records. You can try the steps without connecting an AI account or changing any QuickBooks company.
Ask your assistant to prepare bills, match receipts or code a month of card charges. It uses your QuickBooks records and saved instructions, then brings the proposed entries back for your review.
“Use the lease in Drive, the vendor’s email, and this calendar to prepare the entries for review.”
If you have given your assistant access to your files, email or calendar, it can check those sources while preparing your QuickBooks entries. For example, it can use the rent amount and dates in a lease.
“Match the receipts in this folder to their card charges, flag the uncertain ones, and attach the rest to the correct QuickBooks transactions.”
Zeno matches receipts in the inbox to card charges, shows you the pairs it is unsure of, and attaches each approved receipt to the QuickBooks transaction it posts.
“Code every Home Depot charge to Repairs & maintenance, class Willow. Exclude the owner purchase and show me what is left.”
Your assistant can code similar charges together, match transactions already in the books and identify transfers. You review the proposed entries before they post.
“Every LUCCHINI FUEL charge under $500 goes to Gas & Oil, class Overhead Costs. Test that rule, then make it automatic.”
Zeno shows you exactly which lines a rule would catch before you confirm it. From then on, new bank activity is coded by the rule as it arrives.
“Enter this folder of vendor bills, prepare monthly invoices from the customer schedule, and hold anything whose terms disagree.”
Prepare several bills or invoices together using the names and accounts in QuickBooks. Check the entries and resolve questions before approving them.
“Which clients spent more on repairs this quarter, and which close tasks are still waiting on us?”
Ask about overdue invoices, unusual expenses or unfinished work across your clients. Check the records behind the answer and decide what to tackle next.
Start with a task you know well. Compare the proposed entries with how you would do the work, then approve what is ready.
You can see the accounts, amounts and supporting records before approving the entries. Zeno requires your approval before a prepared plan can post to QuickBooks.
Three client books to start, on QuickBooks Online or Desktop, and everyone at the firm on them. Each client keeps its own rules and history. One queue shows what needs a person across the practice.
One QuickBooks Online company and everyone who works on it. The owner asks questions. The bookkeeper hands the AI the month and approves the plan.
Have your assistant prepare bills, code charges and answer questions about the books on your Windows PC. Review entries before posting. Buy a licence once, with no Zeno account required.
