ZuzoraTalk to a founder

Automate the manual work
between your finance systems.

Get reliable numbers sooner—and give your team more time to act on them.

Talk to a founder See our work

Good people.
Too much manual work.

Entering the same information again.

The same information gets retyped into spreadsheets, forms and finance systems.

Pulling data together for a report.

The numbers exist. Someone still has to assemble them before the team can use them.

Moving work between systems.

Your tools handle their own part. People connect the steps by hand.

Selected client work

Here’s what that looks like.

Two different problems.
Two examples of the work we’ve delivered.

Cooper Harrison of Lakepoint Capital
Lakepoint CapitalCommercial financing

Less manual work preparing financing requests.

Preparing each financing request required entering client information into multiple tables. Zuzora helped automate that preparation.

~10 hourssaved per client file
Lakepoint’s estimate
Read the Lakepoint story
Financing-request preparationIllustration
Client informationMultiple tables
Zuzora prepares
Financing request

Manual preparation reduced

A simplified view of the work.

Nick Bernhardt of Bernhardt Group
Bernhardt GroupAuto-service network

Finding profit opportunities across locations.

Zuzora combined financial and store operating data to compare performance across locations.

~CA$3Mannual profit opportunity
Identified through analysis

An estimated opportunity, not profit recovered or cash collected.

Read the Bernhardt story
Analysis across locationsIllustration
Location 1Location 2Location 3
Compare financial performance

Find the differences worth investigating

Profit opportunity identified

Structure shown for illustration. No client data.

How we work

With your finance team.
From first look to daily use.

We do the hands-on engineering: understand the process, build the software, connect the systems, and maintain the result.

1

Walk through the work.

Follow a real file or reporting cycle with your team. See what repeats, what takes time, and what needs judgment.

2

Build and check it.

Connect the information and tools involved. Compare the new process with the current one, including the cases that need a person.

3

Put it into daily use.

Agree who reviews the output and what a successful result looks like. Maintain the software as the work changes.

See how we work together

Start with the work

Show us a finance process that takes too much manual work.

Bring a recurring report, a file your team prepares, or a role you’re hiring for. We’ll work through the steps with you and identify where software could help.

Talk to a founder Book directly with Jason or Eric.