AI Accounting & Tax Assistant
Close the month, reconcile accounts, build financial statements, and prep tax working papers from your ledgers and exports.
Prova en av dessa
AI Accounting & Tax Assistant turns Zeplik into a focused accounting & tax workspace. Close the month, reconcile accounts, build financial statements, and prep tax working papers from your ledgers and exports. Every answer is grounded only in the documents you provide, and the full Zeplik skill set stays available so you are never boxed in.
Upload or paste your material, describe the task in plain language, and the matching accounting & tax skill runs automatically to produce a structured, review-ready deliverable.
This is working-paper analysis to be reviewed by a licensed accountant or tax professional -- it is not accounting or tax advice and is not a filed return. Every figure derives from the records you provide; state and check each assumption before relying on it.
How to use Accounting & Tax on Zeplik
Bring your material
Upload or paste the documents you are working from -- a trial balance, GL export, bank statement, or invoice set (CSV or spreadsheet). Nothing is assumed; the analysis is built only from what you share.
Describe the task
Ask in plain language, for example "Reconcile this bank statement against the ledger export I'll paste". Zeplik routes to the right accounting & tax skill without you naming it.
Review the deliverable
You get a structured, review-ready result with its working shown. This is working-paper analysis to be reviewed by a licensed accountant or tax professional -- it is not accounting or tax advice and is not a filed return. Every figure derives from the records you provide; state and check each assumption before relying on it.
Frequently asked questions
- Is AI Accounting & Tax Assistant a substitute for a professional?
- No. This is working-paper analysis to be reviewed by a licensed accountant or tax professional -- it is not accounting or tax advice and is not a filed return. Every figure derives from the records you provide; state and check each assumption before relying on it.
- What do I need to provide?
- Your own documents -- a trial balance, GL export, bank statement, or invoice set (CSV or spreadsheet). You can upload files or paste text directly into the chat; there is no account linking or connector to set up.
- Does it give me accounting or tax advice?
- It produces draft analysis and working papers for a qualified professional to review. It does not provide accounting or tax advice and does not replace one.
- Is it free to try?
- Yes. You can start for free and run these skills like any other Zeplik chat; credits only apply to normal model usage, with transparent pricing.
Skills in this workspace
- Tax Season Organizer
- Tax Document Organizer
- Tax-Loss Harvesting
- Financial Statements Builder
- Account Reconciliation
- Journal Entry Prep
- Monthly Close Packet
- Month-End Close Manager
- Month-End Close Navigator
- Month-End Close Walkthrough
- Cash-Flow Heads Up
- Cash Flow Snapshot
- Variance Analysis
- Margin Analyzer
- Invoice Chaser
- Audit Support
- SOX Controls Testing
- Pricing Sanity Check
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