Overview
ZeroFin is an AI-first accounting platform for small and mid-sized finance teams. Teams describe transactions in chat, review what the AI drafts and post it, then reconcile, close the period and read their reports in the same place.
I led the frontend and architected the entire web application, designing the core workflows from onboarding, setup and opening balances to journals, bills, invoices and credit notes.
- AI bookkeeping: an AI accountant drafts journal entries, bills and invoices from chat for the user to review before posting.
- AI CFO: answers questions about the business with live-streamed responses and sends scheduled reports.
- Reconciliation: bank reconciliation with AI match and create, rules and adjustments, plus cash reconciliation.
- 19 financial reports: P&L, Balance Sheet, Cash Flow, Trial Balance, General Ledger and AR/AP aging, each with period-over-period comparison.
- Platform: real-time events over SSE, permission-driven access, team roles, public API keys and plan-aware subscription screens.