Practice software, built by a practicing bookkeeper
Zen Bookkeeper Pro drafts your clients' books automatically and nothing is final until you approve it. It also runs the rest of the practice: proposals, engagement letters, e-signatures, invoicing, and a client portal with no passwords to reset.
Demos are given personally by the founder. Bring your messiest client workflow.
Winning the client and signing off on the books are your job. The keeping, the paperwork, the chasing, and the keeping-track are Pro's.
| Draft books, prepared for your review | Transactions come in, get categorized, and land in draft books. You review and approve instead of keying everything in. Your name goes on work you have checked, not work you have typed. |
| A portal without passwords | Your clients sign in with a one-time email link. It works on the first try, on their phone, every time. No resets, no support emails at 9pm. |
| Proposal to signature to invoice | Send a proposal, collect a legally binding e-signature on the engagement letter, and invoice from the same record. Nothing retyped, nothing lost between tools. |
| Reminders that never forget | Unsigned letters and unpaid invoices get followed up automatically, politely, on the schedule you set. You stop being the person who nags. |
| A vault, not a shared drive | Bank statements and IDs are encrypted at rest and shared through expiring links. Your clients' financial documents never sit in an email thread. |
| One timeline per client | Every proposal, signature, invoice, payment, and upload lands on a single running history. Six months from now, you will know exactly what happened and when. |
Every firm on Pro gets its own private workspace. Your client list, documents, and billing are completely separate from every other firm's, and invisible to them.
Your clients see your practice's name, not ours. To them, the portal is simply how you work.
Thirty minutes with Aya, the bookkeeper who built it and runs her own firm on it. You bring a real workflow, she shows you where each piece goes. No slides, no sales team.
Book a demo, or leave your email and we will write to you when your workspace can be ready.