Give it the work
Statements, bills, spreadsheets, or a plain-language request. It resolves every name and account against the open file.
Hand Claude, ChatGPT, or Codex a statement, a folder of bills, or a month of cleanup. Zeno prepares the work against the actual company file. You read the table. Nothing posts until you approve it.
The agent can do the repetitive work without gaining a back door around professional judgment.
Statements, bills, spreadsheets, or a plain-language request. It resolves every name and account against the open file.
Ready entries, items worth checking, and blocked problems are separated before QuickBooks receives anything.
The approved digest is pinned to the plan. Every result is journalled and the batch can be reversed later.
Register the clients on a workstation, sync local read models, and ask practice-wide questions without opening each company file in turn.