Connect each one once per client. Zeno keeps it current without anyone in a chat, checks what it brings against QuickBooks, and prepares the entries for your review. Nothing posts until you approve it.
Thousands of banks, through Plaid
Every bank and card account, through Plaid. New lines arrive each day, your saved rules code the familiar ones, and lines already in QuickBooks are matched instead of entered twice.
One forwarding address for the firm
One forwarding address for the firm. Bills, receipts and statements sent to it are read when they arrive and filed under the right client, ready to match to a charge or enter.
Card payments and payouts
Each payout split into sales, refunds, disputes and fees, recorded on the bank line it made. A charge that pays an open invoice settles it instead of counting as a second sale.
Card sales and payouts
Each payout split into sales, sales tax, tips, refunds, fees and Square Capital repayments, for every location, recorded on the bank line it made.
Card batches, transfers and fees
Each card batch booked into a clearing account, each Helcim deposit matched to the batches it carried, and Helcim’s fees recorded as they leave the bank.
Claude and ChatGPT already connect to most of the apps a business runs on. When yours does, it reads the app, attaches the documents to Zeno and proposes the entries as a plan you approve, the same way as everything else.
Ask for it on the Connections page in the console, or write to support@zenofirm.com. Requests are counted by source, and we write to everyone who asked when one ships.
On QuickBooks Desktop, these come down to the Windows app through the Desktop connectors add-on: Bank and card feeds, Stripe, Square. The others work with QuickBooks Online.
