Book a Demo

What happens next

From demo to live jobs.

Most firms are running real jobs the day after their Planning Session.

We arrange your demo

We ask about your firm size, systems and ledger mix so the demo is set up for your workflow.

You get a confirmation and a brief

You receive a confirmation and a short brief from the Zato team ahead of the call.

Planning Session

A short session with our industry experts: where your time goes today, what to target, which teams and jobs go first. Post demo.

Set up, then live

Users and integrations connected in under 15 minutes, then real jobs running with our team alongside. We measure results at a Value Review.

FAQ

Questions, answered.

What am I signing up for?

A demo of Zato with our team, walking through the platform on a real compliance job and answering the questions your firm will have.

Does Zato do management accounts?

Yes. Zato supports monthly, two-monthly, quarterly, six-monthly and custom management-account periods, with GL scrutiny, 9 workpapers built for month-end, P&L analysis, client reporting and the same review and sign-off structure as annual accounts. Live. GST Returns, BAS and more are next.

Do you take on any firm?

Zato is live across Australia and New Zealand and open to any accounting firm. We will confirm on the demo how it fits your systems and job mix.

What happens after the demo?

A short Planning Session with our industry experts, often the next day. Then we connect your users and integrations, under 15 minutes, and you are running real jobs.

What do you need from us?

Just your name, work email, firm and role. Anything you can tell us about your systems and ledger mix helps us prepare the demo around your workflow.

When will we hear back?

We will be in touch within one business day to arrange your demo.

What if we are based in Australia?

Zato is live in both New Zealand and Australia. Firms receive the localised version for their jurisdiction.

What if we use MYOB or another accounting system?

Xero is live today and connects fastest. MYOB and QuickBooks are coming soon. Tell us what your firm runs and we will confirm the approach and timing on the demo.

Where is our data hosted?

In-region on AWS. Australian firms are hosted in AWS Sydney and New Zealand firms in AWS Auckland, so your data stays in your jurisdiction. Zato is certified to ISO/IEC 27001, ISO/IEC 42001 and ISO 9001, with an independent SOC 2 Type II attestation and GDPR-aligned data handling.

Does Zato replace our practice management system?

No. Practice management tracks the job. Zato produces it. Zato sits alongside the systems your firm already runs.

How is Zato priced?

By ledger type and firm rollout. Tell us about your ledger mix on the demo and we will confirm pricing for your firm.

How long does it take to get live?

Your firm completes one setup form, Zato provisions the firm and connects your systems, then your team starts on real jobs with support through the first runs.

Is our client data used to train AI models?

No. Zato does not use identifiable customer inputs or outputs to train foundation or general-purpose AI models without your firm’s written consent.

Who is responsible for the final work?

Your accountants. Every output is reviewable and traceable to source, and professional judgement, statutory responsibility and regulatory accountability remain with your firm.

Still have questions? Email team@zatohq.com, or book a demo above.