Small Business and Accounting Professionals
Zie Pie is the only online platform offering fully managed, outsourced, and automated bookkeeping services exclusively for accounting professionals.
Over 100 thousand months of completed booksZie Pie is the only online platform offering fully managed, outsourced, and automated bookkeeping services exclusively for accounting professionals.
Over 100 thousand months of completed books
Take on more clients, save time, and eliminate manual bookkeeping tasks.
Zie Pie does heavy lifting so you can focus on growing your firm.
The process begins when a customer submits an online connect form. This form serves as the initial request, allowing us to understand your needs and start the onboarding journey.
Within two business days, an account manager will reach out to schedule an introductory meeting. This meeting is an opportunity to discuss your business requirements, explore how our solutions can best serve you, and establish a mutual understanding.
Once the onboarding meeting is complete, the customer will receive access to our Secure Tenant Portal—the central hub for all interactions, orders, and service management. This eliminates the need for back-and-forth emails and phone calls, ensuring a seamless experience.
To maximize the benefits of the Secure Tenant Portal, we provide a brief training session. This ensures that customers are fully equipped to navigate the platform, place service requests, track progress, and communicate with our team efficiently.
Once training is complete, customers are ready to place orders for their selected services. Whether it’s bookkeeping, reconciliation, authentication, or Secure Connect, orders can be conveniently submitted through the portal.
Our expert team at Zie Pie diligently works on completing the orders. If any clarifications are needed, we will reach out via the portal to ensure accuracy and satisfaction. Customers will have full visibility into the progress of their orders.
Once a service is completed, customers have Once training is complete, customers are ready to place orders for their selected services. Whether it’s bookkeeping, reconciliation, authentication, or Secure Connect, orders can be conveniently submitted through the portal.
the opportunity to review the work, provide feedback, and close the order. This step ensures that every service meets expectations and is delivered with the highest quality.
Get personalized onboarding with seamless integration, tailored training, and expert support. We ensure a hassle-free setup, addressing your bookkeeping needs for a smooth transition and complete peace of mind.
Automate bookkeeping to save time, eliminate errors, and track financial health effortlessly. Streamline finances with accuracy and efficiency for better business management.
Zie Pie securely connects to bank accounts via Plaid, using encryption and tokenization to retrieve transactions safely, enabling automated bookkeeping with enhanced security, reliability, and user peace of mind.
Say goodbye to tedious manual tasks! Our solution automatically imports and categorizes transactions for you, saving hours of work.
Harness the power of our machine learning model to process check images seamlessly. Extract data accurately and categorize it effortlessly for streamlined bookkeeping.
Affordable bookkeeping designed for businesses of all sizes. Zie Pie offers competitive pricing that delivers premium solutions at a significantly lower cost than traditional bookkeeping services.
Enjoy flexibility with our month-to-month agreements. Cancel anytime with just 30 days' notice, giving you the freedom to adapt as your needs change.
Integrate with QuickBooks Desktop, QuickBooks Online, and Xero. Our platform syncs financial data periodically, ensuring accurate, up-to-date records without manual effort.
To protect the confidentiality of our clients, we do not ask for or publish reviews or testimonials. We believe that safeguarding your data and business relationship is more important than showcasing endorsements. Our success is built on discretion, reliability, and results—not public praise.
Zie Pie is a fintech and automation company.
No, we are an automation company. We specialize in automating boring tasks e.g. data entry, transaction categorization, reconciliation etc.
Our AI power platform integrates with your financial institution and accounting platform like QuickBooks or Xero making bookkeeping automated and easy. However, sometimes we do need help to understand certain transactions and we may check in with you to ensure accuracy.
Connecting your accounts to Zie Pie streamlines repetitive tasks, reducing the need for manual data entry. Your data is automatically synchronized, eliminating the hassle of manual uploads. This allows leveraging AI and machine learning to provide deeper insights and optimize your financial management.
To ensure the accuracy of your accounts, we request that you upload PDF bank statements along with images of both handwritten and printed checks. This enables us to verify transaction counts, confirm opening and closing balances, and address any discrepancies. Our AI and machine learning models extract data from these check images and accurately categorize the information, streamlining your financial management.
Bookkeeping package includes data entry, transaction categorization, and bank reconciliation.
Zie Pie record transactions as soon as funds are deposited into your bank account or charged to your bank or credit card, ensuring your financial records are always up-to-date and accurate.
No, we only support automated bookkeeping based on data from your bank account or credit card.
Yes, we provide bookkeeping services in the software of your choice, including QuickBooks Desktop, QuickBooks Online, or Xero. Our Zie Pie platform acts as a bridge between your financial institutions and your bookkeeping software. All tasks such as categorization, data entry, reconciliation, and reviews are performed within the Zie Pie platform. Once everything has been thoroughly reviewed and confirmed, the finalized data is seamlessly pushed to your bookkeeping software for accurate and up-to-date records.
We offer month-to-the-month services with no string attached. You only pay when you place an order. If you are on auto monthly bookkeeping, you can just turn it off in the portal.
Our charges are non-refundable, but your satisfaction is our priority. If you are not happy with our work, please let us know, and we will do our best to make it right. Additionally, our month-to-month subscription gives you the flexibility to manage your expenses, making it easy to adjust or cancel as needed.
Providing accurate financial information is your responsibility. In the event of discrepancies or issues arising from incorrect data, it will be your responsibility to address and correct them. If you would like Zie Pie’s assistance in resolving these issues, additional charges will be determined on a case-by-case basis.
