For high-volume bookkeeping teams

Handle More Clients Without Adding More Staff

High-volume bookkeeping teams rely on ZentroBiz to automate recurring work, standardize client processes, and maintain consistent quality at scale.

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Requests are reviewed before activation. Submitting a request does not charge a card. Prefer to talk? Call (855) 334-4244.

3x

High-volume firms manage 3x more clients per staff member with ZentroBiz automation.

See it for your firm

Sound familiar?

The everyday problems high-volume bookkeeping teams tell us about.

Managing 50-500+ Monthly Clients
Scale your operations without sacrificing quality.
Inconsistent Workflows Between Staff
Standardize processes across your entire team.
Missed Deadlines
Never miss a deadline with automated tracking.
Manual Tracking of Data Requests
Automate document collection and follow-ups.
No Visibility into Workload Distribution
Balance workloads across your team effectively.

How ZentroBiz helps.

One platform replaces the spreadsheets, inbox chasing and disconnected tools.

Automated Client Reminders
For uploads and document requests.
Standardized Monthly Templates
Consistent workflows for all clients.
Staff Productivity Dashboards
Monitor team performance in real-time.
Automated Variance Detection
Catch discrepancies automatically.
AI-Powered Transaction Insights
Intelligent analysis at scale.

Key features.

What high-volume bookkeeping teams use every day.

01

High-Volume Workflow Engine

Process hundreds of clients with standardized automation workflows.

Explore the features behind it.

Every ZentroBiz feature is included in every plan.

Bookkeeping Workflow Engine

Replace the spreadsheets, the manual categorization, the disconnected tools, and the "is this month closed?"…

Workflow Automation

Automate tax returns, bookkeeping cycles, payroll processing, and compliance workflows with intelligent pipelines…

Automations

Stop doing repetitive work manually. ZentroBiz automations handle client communication, task management, billing…

Staff Workload

Balance Work Before Capacity Breaks. See assignments and workload across the team so managers can rebalance work and…

Dashboards & Insights

One unified suite of dashboards that keeps your entire firm aligned - clients, staff, operations, revenue, orders,…

AI Bookkeeping

Automatically categorize, review, and reconcile transactions with intelligent AI built specifically for accounting…

Simple pricing for every size of firm.

Every plan includes every feature. Choose by team size.

Solo

1–5 staff seats

$79per staff seat / month

Genesis

2–15 staff seats

$129per staff seat / month for 12 months, then $149

Enterprise

16+ staff seats

Contact us

See pricing and every feature

Scale your bookkeeping operations with confidence.

Schedule a personalized demo to see how ZentroBiz can transform your practice.

Start 14-day trial Book a demo

Or call (855) 334-4244

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