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Zeno works the same way wherever it runs. The connection runs wherever the ledger can be reached safely: in the hosted firm workspace for cloud APIs, or on a Windows workstation for QuickBooks Desktop.

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The short version

Hosted or local

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Run locally when

Your books live in QuickBooks Desktop and you want an AI doing bookkeeping in them — coding a month of card activity, entering a stack of bills, cleaning up a miscoded quarter. Zeno installs on the workstation, talks to QuickBooks on that machine, and keeps its history locally. It can work independently today and connect to the hosted firm workspace as the Desktop bridge develops. Every batch is proposed, shown to you as a table, and posted after you approve it.

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Use the hosted firm workspace when

You need one place to see and approve work across clients, or the client’s ledger exposes a cloud API such as QuickBooks Online. The workspace holds the queues, source documents, plans, reviews, firm memory, and work record. Ledger-native accounting remains in QuickBooks.

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The steps do not change

Both follow the same steps:
  1. Read the authoritative ledger and prepare a plan.
  2. Resolve names, accounts, duplicates, and client rules.
  3. Put the plan in front of the responsible person.
  4. Apply only the approved changes.
  5. Preserve the run record and a path through reversal.
The same steps in both places

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Running local services together

QuickBooks serves one caller at a time. If another scheduled service also uses the company file, coordinate its schedule with interactive Zeno work. See running alongside the QuickBooks sync.