ZeroClose builds the complete AI operating system your firm runs on — document collection, reconciliation, AP/AR, advisory reporting. Not a chatbot. Not another tool. A fully integrated infrastructure that ships measurable ROI in under 8 weeks.
Native integrations across your stack
Independent benchmarks from Thomson Reuters, Stanford/MIT, Grant Thornton and live firm deployments — the ROI is no longer speculative.
Source: Attainment Labs benchmark, 2026.
The firms pulling ahead in 2026 aren't buying more software. They're operating on integrated AI infrastructure — and they're 4× more likely to be growing revenue (Grant Thornton, n=950).
Every extra day past the 5th of the month erodes client trust and shrinks your advisory window. Prospects ask onboarding speed — and your answer loses the deal.
A chatbot here, a Zapier there, a billing tool over there. Each one solves 10% — and the duct tape between them is your team's time. Nothing compounds.
You hit 50 clients and the only growth lever left is headcount. Margins compress. The senior partner becomes the bottleneck. Revenue plateaus.
Each tier ships as a complete, deployed infrastructure — not a toolkit you assemble. Start where your bottleneck lives; scale up as the system pays for itself.
Stop losing leads. Onboard in days, not weeks.
Solo bookkeepers and 2–5 person firms
Eliminate the back-office bottleneck.
5–20 person firms managing 40–150 clients
Become the AI-first firm in your market.
Ambitious 10–50 person firms ready to scale advisory
You can't deploy AI in an accounting practice without enterprise-grade controls. Security and clean integration are the foundation — not afterthoughts.
Every workflow runs on SOC 2 Type II–compliant platforms (n8n Cloud, Make.com, AWS-backed APIs). Audit logs end-to-end. Zero data retained outside your tenancy.
We use enterprise API tiers (Claude, OpenAI) with explicit no-training contracts. PII is masked at the workflow layer before any LLM call. GDPR, PIPEDA and CPA confidentiality aligned.
Connects directly to QuickBooks, Xero, Karbon, Dext, HubSpot and your existing stack via official APIs. Your team keeps the tools they know — we orchestrate them.
Per-staff scoped credentials, principle-of-least-privilege by default, immediate revocation. Full visibility into every automated action via dashboard.
We only take on firms where we're confident in the ROI. That confidence comes with a written performance commitment: documented baseline, agreed KPIs, and an unconditional optimization extension if targets aren't hit.
Book a 30-minute AI Strategy Session. We'll map your current close cycle, quantify the recoverable hours and revenue, and show you exactly what the first 90 days look like.
No pitch deck. No pricing pressure. A working session.