Welcome to Zato
What Zato is, what your teams uses it for, and what to expect when you get started.
What is Zato?
Zato is the agentic compliance platform your firm uses to run end-of-year jobs. It handles everything between your client's ledger and job finalisation — in one place.
What your team does vs what Zato does
Zato handles: questionnaires, data gathering, GL scrutiny, workpaper compilation, query management
Your team handles: reviewing output, approving queries, and director sign-off
Ziffy — your built-in AI assistant
Ziffy operates with the full context of every job. It surfaces what is flagged, what is outstanding, and what needs your attention — without you having to dig for it.
Your Partner Success Manager
Every firm has a dedicated PSM — a qualified accountant who knows Zato inside out. They are your primary contact throughout setup and beyond. If you are unsure about anything, your PSM is the right first point of contact.