Overview
Zato is an end-to-end compliance automation platform designed by accountants and perfected by engineers. The platform harnesses native AI, and deep learning to automate laborious accounting and compliance workflows for accounting firms of all sizes. Zato aims to free accounting professionals from repetitive tasks, allowing them to focus on strategic advisory work. Core product benefits include:
- Comprehensive automation: The AI system handles workpapers, general ledger scrutiny, and more, dramatically reducing manual workload while maintaining exceptional accuracy.
- Scalability: Zato’s platform serves both small practices and large enterprises, helping firms reduce processing time, lower costs, and create capacity for growth without adding headcount.
- Integration: It connects seamlessly to accounting tools and relevant tax and regulatory authorities.
- Security: Zato implements SOC 2 and ISO 27001 standards, encrypting client data in transit and at rest. The platform complies with global regulations, including GDPR and CCPA.
Zato + Xero
Zato seamlessly integrates with Xero to simplify accounting workflows for CA firms. Once connected, Zato automatically fetches client and job data from Xero, ensuring your practice stays up to date without manual effort.
The integration goes beyond data sync — Zato also imports Chart of Accounts (CoA) and Trial Balance for each Xero tenant, enabling automated processing and insights.
-With this integration, firms can run powerful automations directly on their Xero data, including:
- GL Scrutiny: Automatically identify anomalies and inconsistencies in General Ledger entries.
- Workpapers Automation: Generate complete workpapers with supporting schedules in a few clicks.
- Auto Coding: Classify and code transactions intelligently to reduce manual bookkeeping effort.
Key Highlights:
- Secure OAuth 2.0 connection with Xero
- Real-time sync of clients, jobs, and accounting data
- Multi-tenant support for firms managing multiple clients
- Deep automation features built on top of Xero data
Result: A connected, automated, and accurate accounting workflow — all powered by Zato and Xero.
Getting started
Once you are a client of Zato Platform you can login with the credentials sent to your email. You can also sign up with Xero if you are an existing Xero user.
