Business Process Automation Services
In today’s fast-moving business environment, automating routine processes is essential to boost efficiency and reduce errors. Zie Pie’s Business Process Automation services help small and medium businesses streamline financial and operational workflows by connecting your systems, automating repetitive tasks, and ensuring timely execution — so you can focus on growing your business.
Powerful Automation Features Tailored for Your Business Success
Secure connections to bank accounts, payment platforms, and merchant services for real-time data syncing.
Generate and send invoices automatically, with payment reminders to improve cash flow.
Simplify expense approvals and automate vendor payments through configurable workflows.
Automatically assign and track bookkeeping and compliance tasks with alerts and notifications.
Tailored workflows and integrations to fit your unique business processes and software ecosystem.
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.
