Skip to main content
Workpapers

Ziffy AI: In-Platform Accounting Assistant

Getting help from Zato's built-in AI assistant while working in a workpaper.

Ziffy is docked on every screen in Zato, including inside a workpaper, and is scoped automatically to the job you're working in.

What Ziffy can help with in a workpaper

●       Explain a variance between Balance per Workpaper and Balance per GL.

●       Trace a figure back to its source or formula.

●       Suggest a manual journal for an unreconciled workpaper (Auto MJ, in Z-Watch).

●       Check whether a workpaper is ready to sign off.

Ziffy never posts a journal or edits a workpaper without your explicit confirmation. A suggested journal has to be moved into a manual journal draft deliberately, and still requires the same professional review as any other manual journal.

Was this helpful?

Still need help? Ask the team