Catch-Up Bookkeeping
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Falling behind on your bookkeeping? Zie Pie’s Catch-Up Bookkeeping Service is designed to bring your financials up to date quickly and efficiently.
Whether you're several months behind or just need to organize your books before tax season, our AI-powered platform combined with expert human review will get you back on track.
Zie Pie uses advanced AI technology to automatically categorize past transactions, ensuring that your historical financial data is accurately recorded. Our system learns from your data and patterns, reducing errors and speeding up the process.
Every business is unique, and we understand that. Our AI adapts to your specific financial needs and practices, whether you’re an SMB or an accounting firm managing clients. We customize our approach to ensure your financials are aligned with your goals and bookkeeping preferences.
Zie Pie connects directly with your bank accounts, credit cards, and accounting platforms like QuickBooks Online, QuickBooks Desktop, and Xero. We import your historical transactions and reconcile them to get your books up to date, ensuring that your financials are always synchronized across systems.
After our AI processes and organizes your data, our bookkeeping experts review everything for accuracy. We’ll reach out through our secure portal if we need clarifications, and you can easily provide feedback to ensure everything is recorded properly. Once confirmed, we finalize your books so they’re ready for whatever you need next — from tax preparation to financial analysis.
Our Catch-Up Bookkeeping Service operates on a pay-as-you-go basis. You don’t need to commit to long-term contracts — you only pay for the months you need to catch up, giving you full flexibility.
We securely connect your financial accounts and accounting platforms to Zie Pie’s portal, importing all your historical transactions. No manual uploads or back-and-forth emails are required.
Our AI system automatically categorizes past transactions and reconciles your accounts, ensuring everything is accurately captured and organized for review.
Our expert bookkeeping team reviews the AI’s work to ensure accuracy. We’ll reach out for any clarifications via the secure portal, where you can provide feedback on how you’d like your books organized moving forward.
Once you approve the categorization, we push the data directly to your preferred accounting platform, such as QuickBooks Online, QuickBooks Desktop, or Xero. The accounts are fully reconciled in your platform to ensure everything is in sync.
After the data has been pushed to your accounting platform, we ask for a second review to ensure everything aligns with your expectations. Once you confirm, your books will be finalized and fully up-to-date.
