“Match these to the ledger.”
Do the task and talk it through.
Point at what matters as you go.
Do a task once and talk it through. Zenday writes the steps for your team to review, then runs it every month.
In your accounting system and your bank’s website Your team approves
“That’s a bank fee. Book it to 6120.”
“Match these to the ledger.”
Point at what matters as you go.
Edit any step before it runs.
Download the statement
Pull the ledger detail
Match each transaction
Tied to the ledger, with the document attached.
Recurring work, done the way your team does it.
Differences listed. Statement attached.
Explore workflowApex will provide the services for a monthly retainer of $18,500, billed in arrears on the third business day of the following month.
Filing fees and other disbursements are billed at cost.
Each entry shows what it is based on.
Explore workflowWalk through each client’s books once. Zenday keeps their steps and runs their month.
For firmsZenday prepares the work. Your team approves it.
Before Zenday runs a task for the first time.
Each month, with the support attached.
And asks, instead of guessing.
Bring one task to a fifteen-minute screen share.