For small bookkeeping firms

Bookkeeping Made Faster, Simpler, and Fully Organized

For small bookkeeping firms that want to automate monthly cycles, improve client communication, and eliminate manual workflows — ZentroBiz provides a complete automation solution.

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

50%

Small bookkeeping firms report 50% faster monthly close cycles with ZentroBiz.

See it for your firm

Sound familiar?

The everyday problems small bookkeeping firms tell us about.

Manual Reconciliations
Eliminate time-consuming status tracking and manual processes.
Clients Forgetting Documents
Automated reminders for bank statements and documents.
No Centralized Workflow System
Get organized with unified workflow management.
Limited Visibility for Small Teams
See everything your team is working on at a glance.
Managing Multiple Clients
Handle all clients efficiently from one dashboard.

How ZentroBiz helps.

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

Automated Monthly Bookkeeping Workflows
Streamline recurring monthly processes.
Document Request Reminders
Automated client notifications for uploads.
AI-Assisted Categorization
Intelligent variance detection and categorization.
Client Messaging + Shared Folders
Unified communication system.
Real-Time Progress Dashboard
Monitor all clients in one view.

Key features.

What small bookkeeping firms use every day.

01

Monthly Cycle Automation

Automated workflows for recurring bookkeeping tasks and reconciliations.

Explore the features behind it.

Every ZentroBiz feature is included in every plan.

Bookkeeping

Structured monthly cycles, AI auto-categorization, review queues, financial insights, receipt extraction, and a…

AI Bookkeeping

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

Document Requests

Ask for the Right Files and Track Every Response. Send structured document requests to clients with clear items, due…

Client Portal

Give clients 24/7 access to documents, tasks, organizers, signatures, invoices, and messages - all in a secure,…

Task Management

Give Every Assignment a Clear Owner and Deadline. Create, assign, prioritize, and track staff tasks across clients…

Bookkeeping Workflow Engine

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

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

Grow your bookkeeping firm with automation.

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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