Zerqis
Help Center

Support is a person, for now.

A searchable documentation site is being built. While Zerqis is in its design-partner phase, questions go straight to the team that wrote the code.

Getting help today

Existing customers

Design partners have a direct channel with the team and a named contact. Use it — that is what it is for.

Evaluating Zerqis

Product and security questions go through the contact form. We answer them ourselves rather than routing to a queue.

Feature requests

Roadmap order is driven by the firms running real closes on Zerqis. Requests from them go to the front.

What the documentation will cover

The outline exists; the writing is catching up with the product.

  • Importing transactions and mapping a client’s file format
  • How categorization confidence is calculated and when to trust it
  • Setting up client rules, and how corrections become rules
  • Working exception queues and raising client questions
  • Review, approval and completing a close period

Ready to close faster?

See how Zerqis can help your accounting team reduce repetitive work and focus on what matters.