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.