Accounting & tax
Month-end books, reconciliations, tax returns and follow-ups to clients for missing statements.
For any organisation that delivers services to clients, anywhere. Zopilot's AI employees prepare your recurring client work, such as reports, returns, reconciliations, onboarding packs and follow-ups, from the client's own documents. Every figure points to where it came from, and nothing goes out until your people sign off.
#T-4471, #T-4475 and #T-4502, all during the 12 Sep outage. I've drafted the explanation and service credit for the client; it goes only after approval.
For any organisation that provides services to clients, in any country
One platform for every recurring service. A few of the jobs organisations hand to their AI employees:
Month-end books, reconciliations, tax returns and follow-ups to clients for missing statements.
Contract reviews against your playbook, intake summaries, matter updates and engagement letters for signature.
Payroll runs from timesheets, onboarding packs, policy answers and statutory reports.
Monthly client reports, proposals from your templates, campaign summaries and status updates.
Service and SLA reports, licence and asset reviews, renewal reminders and incident write-ups.
Claims packs, renewal reviews, tenant statements, compliance checklists: whatever your team repeats every month.
The AI employee works the way your team does: the same steps, the same review, a record of every step.
Clients email or message their documents, forms and requests, or send them through a secure upload link. Zopilot files each one under the right client and period.
An AI employee reads every document, including scans, photos and voice notes, and prepares the deliverable using your organisation's methods and memory.
Every figure cites its source. Reviewers leave notes, the AI revises, and the approver signs off. Nothing is sent without approval.
Files go to the client's folder, approved messages go out, and agreements are e-signed. Every step is in the audit log.
Each number in a deliverable links to the page, sheet or row it came from, and is checked against the client's files after the work is done.
Preparer, reviewer, approver, as your team already works. Review notes go back to the AI, and every revision is kept.
Describe what you deliver and share a sample of what comes in and what you produce. Zopilot asks the questions, builds the method, and runs a trial before going live.
It remembers each client's quirks, your house rules and past corrections. Teach it from a file or a sentence, and mark a wrong fact in one click.
Read, draft, send, change: each capability is automatic, needs approval, or is off, for the whole organisation and for each service.
Send agreements, proposals and confirmations for signature with email verification, a certificate page and a tamper-evident seal.
Connect your organisation's own mailbox and WhatsApp Business number. Reminders and follow-ups go from you, after approval.
Monthly, quarterly and yearly work is scheduled by the rules for each service and your financial year, and started on time when the papers are in.
Set a monthly limit. You're warned at 80% and work stops at the limit. Every session's cost is shown.
Service businesses hold their clients' most sensitive records. Zopilot is built so the AI can do the work without the data going anywhere it shouldn't.
Check a signed document →No seats, no annual lock-in.
A one-time fee for each AI employee set up for your organisation, with its services, skills and accounts.
Usage is billed on what the work actually costs to run, with a clear margin. You see the cost of every job.
No. It takes the preparation work off them: reading documents, preparing deliverables, chasing what's missing. Your people stay the reviewers and approvers, and the client relationship stays with them.
Only what you allow. Messages, submissions and changes in other systems are drafts until a person approves them, unless you choose otherwise for a capability, and the allowed-recipient list still applies.
Any recurring work you deliver to clients. You describe the service and share samples of what comes in and what you produce; the guided setup turns that into a working service, with a trial run before it goes live. A few services, such as bookkeeping and Indian GST returns, come ready-made, with more on the way.
Yes. Zopilot is for service organisations anywhere: you set your own financial year, services, rules and formats, and it writes in your clients' language.
The formats your work needs: spreadsheets, documents and letters on your letterhead, and structured files that other systems import, each checked against its format before review.
They are electronic signatures by consent, with email verification, a certificate page and a seal, which suit agreements, proposals, confirmations and minutes. Where a law or authority requires a qualified or government-issued digital signature, that is still needed.
No. Your data is used only to do your organisation's work, and you can erase a client's files and memory at any time.
Set up your organisation, teach it one service, and watch it prepare the first job for your review.
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