AI-Powered Categorization
Every transaction is categorized on import using the client’s own history, your firm’s rules and an AI pass for the rest.
Product
The whole close, in one system.
Zerqis handles the routine parts of month-end close from import to sign-off, and puts the parts that need judgement in front of the right person.
Core capabilities
Six things every close needs, built to work together rather than as separate tools.
Exception Management
Duplicates, high-value items, missing information and low-confidence guesses are separated from the work that is already done.
Client Questions
Raise a question against a transaction, track what is outstanding, and see which closes are blocked waiting on a reply.
Review Queues
Reviewers see what changed and why, with the evidence behind each suggestion, instead of re-reading the whole month.
Close Readiness
A per-entity checklist shows exactly what is blocking a close — unworked exceptions, open questions, pending review.
Analytics
Close time against your manual baseline, exceptions handled, capacity recovered — measured per entity and per period.
How a month runs
Exceptions, not everything
Zerqis categorizes what it can confidently categorize and raises the rest. Your team works a queue of genuine exceptions instead of scrolling a ledger looking for problems.
- Each exception says why it was raised — duplicate, high value, missing info or low confidence
- Suggested categories carry a confidence score and the history they were drawn from
- Bulk actions clear the routine cases; the unusual ones stay individually reviewable
- Anything sent to a client is tracked as an open question against the close
And the plumbing around it
The unglamorous parts that decide whether a close actually finishes on time.
Transaction import
Bring in bank and ledger activity as CSV. Imports are keyed so re-running a file updates rather than duplicates.
Client-specific rules
When a reviewer corrects a categorization, Zerqis offers to remember it as a rule for that client and applies it next month.
Multi-entity workspace
Clients, entities and close periods are first-class, so a firm running dozens of closes sees them in one queue.
Ready to close faster?
See how Zerqis can help your accounting team reduce repetitive work and focus on what matters.