Automations
Stop doing repetitive work manually. ZentroBiz automations handle client communication, task management, billing follow-ups, and compliance alerts — so you can focus on what matters most…
Workflow Builder · from the product
Why firms use it.
Stop repeating yourself
Client communication, tasks, billing follow-ups and compliance alerts handled by rules.
Consistent every time
The same follow-up happens for every client.
Built for accounting
Automations designed around firm work, not generic triggers.
Let it work
Review activity and adjust any time.
Questions
Client communication, workflow and task steps, billing and payment follow-ups, and compliance and deadline alerts.
More in Work & Workflow.
AI Automation
Not a Chatbot. An Operating System.
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AI Help Agent
Your built-in smart assistant that guides your team through every workflow, screen, and feature inside ZentroBiz - instantly.
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Collaborative Whiteboards
Map Ideas and Processes With Your Team. Create shared visual workspaces for planning workflows, outlining processes, and organizing collaborative thinking.
Learn more ›See Automations in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.