How jobs flow through Zato

The ten-step workflow from client setup through to financial statements, who does what at each stage.

Your jobs flow through a clear, structured sequence. Here is how it works.

StepWhoWhat happens
1. Connect loads your clientsConnectClients set up in Zato, Chart of Accounts (CoA) mapped, and General Ledger (GL) Scrutiny rules confirmed.
2. You nominate jobsYour firmAssign a job to Connect within Zato, Connect is automatically notified and picks it up.
3. Data fetchedConnectInland Revenue Department (IRD), Companies Office, and Xero data pulled via integration. Supporting documents uploaded.
4. Automation runsConnectConnect initiates the run. Zato processes data, runs GL Scrutiny, and compiles 40+ workpapers.
5. GL Scrutiny reviewConnectFlagged anomalies reviewed. Items actioned, journalised, or raised as queries.
6. Job ready for reviewConnectJob marked ready for review and your team is notified.
7. Your team reviewsYour firmReview workpapers in Zato, raise review points, approve client queries.
8. Review points resolvedConnectReview points actioned in Zato. Job loops back for your confirmation.
9. Director sign-offYour firmNominated director signs off in Zato. Journals post to Xero.
10. Financial statements & tax returnsConnectConnect prepares annual financial statements and tax returns outside of Zato.