The firm workspace

What Zeno owns

Surface	What belongs there
Today	Work that needs attention across the firm, most urgent first
Inbox	Bills, receipts, and statements arriving by email or upload
Bank feeds	Statements, live bank connections and company cards on one queue: coded by rules and the assistant, matched against the ledger, turned into plans
Expense claims	The lane of the queue where a charge needs a receipt, a cardholder’s submission and a reviewer’s approval
Engagements	The recurring work the firm has committed to, and what is coming due
Review	Proposed plans, human verdicts, runs, and reversals
Clients	Companies, connections, and read-model freshness
Memory	Coding rules, client knowledge, and confirmed procedures
Work log	Who proposed, reviewed, approved, and applied each action, and why

Bring your own agent

The same tool surface the workspace uses is exposed over MCP at https://api.zenofirm.com/mcp, so Claude, ChatGPT, Claude Code, Codex, and anything else that speaks remote MCP can work your firm’s books the same way: the client prepares, a person approves. Connecting an AI client is one install link and a browser approval, and the tool surface lists every tool a connected client can call.

Start here

Set up the workspace

Connect an AI client first, then authorize the first QuickBooks Online company.

Plan, review, apply, reverse

The route from proposed work to a recorded posting or reversal.

Tour the console

What is on each page, and which of them is waiting on you.

Work the queue

Statements and live connections onto one queue, coded by rules and the assistant, matched against what the ledger already holds.

Connect an AI client

Claude, ChatGPT, Claude Code, or Codex on your firm’s books in one click and a browser approval.

Import or migrate a file

A spreadsheet, a register, or a whole Desktop file as one reviewable, reversible batch.

People and roles

Who may do what. People are never counted.

Troubleshoot a connection or plan

Find the state Zeno recorded before retrying the action.

What remains in the ledger

QuickBooks remains authoritative for accounting semantics, balances, transactions, and native reports. Zeno keeps labeled read models for fast search and cross-client work, but never treats those copies as a shadow ledger.

The hosted workspace is live for QuickBooks Online, with a 14-day trial and no card — start a firm workspace, or one for your own company. The same steps run against a local company file with Zeno for QuickBooks Desktop.

Start here