Getting Ziffy to Take Action for You

What Ziffy can create, update, or navigate to, once you confirm it.

Every action Ziffy proposes shows as an editable action card. You review and adjust it if needed, and only your explicit confirmation in that pop-up makes it happen.

Area

What Ziffy can do

Clients

Create, update, or assign a client.

Jobs

Create a job, assign a job, update a job's status.

Team

Invite a teammate.

Mappings

Map CoA accounts, TB accounts, or file categories.

Workpapers

Edit supported workpaper cells or fields.

Manual Journals

Raise a draft, unposted journal for your review; never posted automatically.

Navigation

Open a screen you have permission to see, with fields pre-filled.

If you ask for something outside your permissions, Ziffy explains why it can't do it and, where possible, offers a permitted alternative instead.