Zato Marketing Assets
Zato Webinars
Webinar 2: Client Questionnaires - The Zato Way
In this live session, we'll show you how to:
- Replace bulky questionnaires with a lean, client-specific approach
- Automatically identify and compile missing information
- Use AI to streamline follow-ups and eliminate back-and-forth
- Turn a painful process into something fast, simple, and effective
You'll see Ziffy - Zato's AI agent - in action, doing the heavy lifting for your team. It's time to stop managing questionnaires... and start eliminating them.
In this live session, we'll show you how to:
- Replace bulky questionnaires with a lean, client-specific approach
- Automatically identify and compile missing information
- Use AI to streamline follow-ups and eliminate back-and-forth
- Turn a painful process into something fast, simple, and effective
You'll see Ziffy - Zato's AI agent - in action, doing the heavy lifting for your team. It's time to stop managing questionnaires... and start eliminating them.
Webinar 1: Workpapers & Reviews — Zato Style
Join Viv Brownrigg and Saurav J Bansal for a live, end-to-end walkthrough of the Zato platform - from raw client data through to fully compiled workpapers and reviewer sign-off. This is not a slide deck. It is the actual product, used in real time.
For the first time, we demonstrate workpapers compiled in minutes inside Zato’s AI-native environment. Engagement, questionnaires, ledger, supporting documentation, review notes - all consolidated into a single, structured workflow designed for modern accounting firms.
We will unpack the underlying architecture and introduce Ziffy - Zato’s proprietary Native AI Agentic Swarm. Ziffy operates within the context of the actual client and the actual job. Ask Ziffy about tax implications, legislative considerations, GL anomalies, journals, reviewer risks or historical trends - and receive contextual, accounting-grade responses embedded directly into the workflow.
This session shows what happens when compliance is no longer manual, fragmented or outsourced — but orchestrated, intelligent and immediate. If you want to see what the next operating model for accounting looks like, this is it.
Join Viv Brownrigg and Saurav J Bansal for a live, end-to-end walkthrough of the Zato platform - from raw client data through to fully compiled workpapers and reviewer sign-off. This is not a slide deck. It is the actual product, used in real time.
For the first time, we demonstrate workpapers compiled in minutes inside Zato’s AI-native environment. Engagement, questionnaires, ledger, supporting documentation, review notes - all consolidated into a single, structured workflow designed for modern accounting firms.
We will unpack the underlying architecture and introduce Ziffy - Zato’s proprietary Native AI Agentic Swarm. Ziffy operates within the context of the actual client and the actual job. Ask Ziffy about tax implications, legislative considerations, GL anomalies, journals, reviewer risks or historical trends - and receive contextual, accounting-grade responses embedded directly into the workflow.
This session shows what happens when compliance is no longer manual, fragmented or outsourced — but orchestrated, intelligent and immediate. If you want to see what the next operating model for accounting looks like, this is it.
