One dashboard
Cash position, unpaid bills due this month, leave queue, opportunities — every module on one page.
Guided setup
A getting-started checklist walks new admins through company details, chart of accounts, team and first invoice.
Finance dashboard
Revenue, expenses and net profit for the period, money owed to you and money you owe, plus a month-by-month income-vs-expense trend and your worst overdue invoices and bills.
Banking & reconciliation
Import statements (CSV, OFX/QFX or QIF) and reconcile — Zealo suggests the matching invoice or bill and records the payment. Code a transaction once and save it as a rule, and every similar transaction is categorised automatically.
Chart of accounts & ledger
Real double-entry underneath — a chart of accounts, general ledger and trial balance. Invoices, bills and payments post themselves automatically; add manual journals when you need them.
Financial statements & VAT
Income statement, balance sheet, trial balance and general ledger — on your financial year, for the current or any prior period. Plus a VAT201 (output vs input) that follows your VAT cycle, and debtors & creditors age analysis showing who owes you (and who you owe) and for how long.
Plays nicely with your accounting
Sync with your existing accounting software if you've already invested there — or use Zealo's own books and skip the second tool entirely.
API & AI connector
A secure, token-authenticated API opens Zealo up to your own tools — and to AI assistants like Claude through an MCP connector, so you can read and update your Zealo data straight from your assistant. Every token is scoped to a single company.
Switching from another system?
Already on an accounting or payroll system? Move your full history across — customers, suppliers, items, the chart of accounts, assets, bank transactions and invoices — in one go, so you start on Zealo with your real numbers, not a blank set of books. Import your chart of accounts from a simple CSV too. Moving payroll mid-year? Bring your employees and their year-to-date balances over from your previous payroll system so your first run and your IRP5/EMP501 certificates reconcile from day one.
Roles & permissions
Finance sees finance. HR sees HR. Employees see their own stuff. Permission model that actually scales with your org.
Encrypted & private
Personal and sensitive data — salaries, bank accounts, ID numbers and more — is encrypted at rest, unreadable even in the raw database. Strict per-role access keeps payroll and personal data out of the wrong hands.
Audit trail
Every create, change and deletion on your invoices, quotes, credit notes, bills, orders and customers is logged — who did what, when, and what changed. Built for auditors and compliance.
Import & export
Bulk-load customers, inventory and products from a spreadsheet to get started fast. Every list exports straight to Excel or CSV when your accountant or auditor asks.
Multiple companies, one login
Run several organisations from a single account and switch between them in a click — ideal for groups, and for accountants servicing many clients.
Dashboard