How jobs flow with Connect on Zato

The 10-step workflow for Connect jobs running through Zato — who does what at each step.

The workflow

StepWhoWhat happens
1. Connect loads your clientsConnectClients set up in Zato, CoA mapped, GL Scrutiny rules confirmed
2. You nominate jobsYour firmAssign a job to Connect within Zato — Connect is automatically notified
3. Data fetchedConnectIRD, Companies Office, and Xero data pulled. Supporting documents uploaded.
4. Automation runsConnectZato processes data, runs GL Scrutiny, 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. Your team is notified.
7. Your team reviewsYour firmReview workpapers, raise review points, approve client queries. Nothing goes to your client without your sign-off.
8. Review points resolvedConnectReview points actioned. Job loops back for your confirmation.
9. Director sign-offYour firmDirector signs off in Zato. Journals post to Xero.
10. Financial statementsConnectConnect prepares fin statements and tax returns outside Zato as normal.

Nothing goes to your clients without your explicit sign-off. Every query your client receives has been reviewed and approved by your team first.