Faster closes. Cleaner books. Happier clients.
ZiePieBooks is AI-native firm management and bookkeeping in one system. Your whole practice and every client's books, under one roof you own.
The problem
Right now your firm's work is scattered across dozens of QuickBooks and Xero accounts you don't own and can't control. Every client is a separate login. Every bookkeeper does things a little differently. Reviews get skipped because nothing makes them happen. And when someone asks the question that really matters, where does my firm stand, across every client, today?, nobody can give a straight answer.
The problem was never any one client's books. It's that your firm's work lives everywhere except under your own roof.
What ZiePieBooks does
Bring every client's books under your firm's control. Run them through one workflow you define. Get a single live view of the whole practice, so the work, the review, and the books are finally the same record.
Your clients' books live under your firm's roof, not inside a login the client controls. One source of truth, fully isolated from every other firm.
From intake to signed-off close, every client runs on a workflow you set once. Onboarding, document collection, categorization, review, reconciliation, period close, and client sign-off all happen in one connected flow. The next step unlocks only when the last one is done.
See who's doing what, where work is stuck, and how capacity is holding up. Everyone gets a personal queue, and you get the firm-wide view. Built-in time tracking shows how long the work really takes, and which engagements are actually worth it.
Real numbers on cost, time-to-close, and how much the AI is carrying versus your team. Where the firm stands fits on one screen, instead of taking an afternoon of digging.
Bring clients over from QuickBooks or Xero on a supported migration path, with clean opening balances. Onboard at your own pace.
Built for firms managing any number of clients, and free for any firm to start today.
Why ZiePieBooks
When your work is spread across client logins, spreadsheets, and email, things slip. Here's what changes when it all lives under one roof.
The return
The close isn't slow because your people are slow. It's slow because the work is scattered across logins, inboxes, and someone's memory. Here it runs on one system, and the firm runs with it.
Connect a bank, or drop a PDF or CSV, even a full year in one file. It's read for you and staged for review.
Your firm's own approved history matches known vendors instantly. AI takes only what's left, each with a confidence score.
The workflow you defined once assigns the work and moves it: bookkeeping, review, sign-off. The next period opens on schedule. Nobody chases anybody.
Match the statement, validate the cleared balance, lock the period. Permanent, and provable years later.
Every close, on one screen. You see which clients are done, which are behind, and where the work is stuck, before the client asks.
AI with a human in charge
We use AI where it actually earns its keep: reading statements, categorizing transactions, and flagging what needs attention. It checks your firm's own approved history first, so a vendor you've coded before gets matched instantly. AI only steps in for the unknowns, and each one comes back with a confidence score so your team reviews what really matters.
The decisions that define your firm stay with your people. You decide how the workflow runs, what the chart of accounts is allowed to be, which reviews are mandatory, and when a client signs off. Every change is recorded as permanent, cryptographically chained history and verified automatically every night, so you can always prove who did what, and when.
Leverage you can still stand behind.
Create your free account in 30 seconds. Enter your email, verify it, and you're in. Built for firms who feel the login-sprawl problem most.