Introduction to Zato
An overview of what Zato does and what this guide covers.
Zato is an end-to-end compliance automation platform built for accounting firms. Its objective is to reduce the operational burden of compliance work — streamlining workflows and reducing manual preparation time by up to 80%.
What Zato does
- Engages clients with branded questionnaires and Terms of Engagement
- Gathers data automatically from Xero, IRD, and Companies Office
- Scrutinises GL transactions against your firm's rules and materiality thresholds
- Compiles 40+ workpapers automatically
- Manages internal and client queries in a single tracked workflow
- Handles review, approval, and director sign-off
- Posts journals to Xero on finalisation
What this guide covers
- Accessing and logging into the platform securely
- Setting up your firm and clients
- Applying smart rules for GL Scrutiny
- Dispatching digital questionnaires to clients
- Reviewing and actioning client queries
- Managing and running automated workflows
By using Zato, your firm can deliver faster, more accurate, and more reliable outcomes while maintaining high standards of consistency and compliance.