Smarter Financial Analysis with Zavvis AI Agent
Streamline financial workflows with a generel ledger powered AI agent that delivers real-time answers and insights across your entire business.
Zavvis helps you analyze trends, improve financial ratios, and unlock strategic clarity—before challenges impact performance.
Zavvis AI
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For Finance Teams
Accelerated Financial Clarity with Smarter, Faster Analysis
Uncover key drivers, spot risks earlier, and get AI-powered recommendations to strengthen decisions and stay capital-ready—without waiting for month-end reports.
- 72% of finance teams waste 520+ hours/year on manual data gathering.
- 63% lack real-time, forward-looking decision tools.
- 80% still depend on outdated systems and fragmented workflows.
- 77% lack confidence in being capital-ready at the right moment.
How Zavvis Supports You
With Zavvis, you can chat with your data to uncover revenue patterns, seasonality shifts, and cost trends.
Empower your finance teams to optimize spending, improve margins, and boost profitability.
Weekly forecasts, reconciled with AR/AP and banks.
Real-time alerts protect your minimum buffer and prevent liquidity gaps.
Side-by-side comparison of your financial metrics against industry peers.
AI-powered root-cause analysis on performance drivers.
Actionable recommendations to accelerate receivables, extend payables, or rebalance inventory.
LLM prompts: “Offer a 2% early-pay discount to your top 5 overdue customers to free up $25K.”
Top-Line Visibility
Autonomous Cash Flow Management
Benchmarking & Ratio-Level Analysis
Working Capital Optimization
Key Benefits for Finance Teams
Benefit #1
Save 20+ Hours/Month with Instant Financial Insights
AI-powered automation eliminates spreadsheet work, saving 20+ hours/month. Boosts efficiency and improves decision-making across teams.
Benefit #2
Avoid $5K–$10K+/Year in Missed Alerts or Errors
Real-time alerts on financial red flags (e.g. margin squeeze, vendor trends) help you act early, reducing emergency decisions and penalties.
Benefit #3
Turn Data Into Actionable Insights Faster
Zavvis spots trends in revenue and expenses, highlights anomalies, and delivers deeper financial insights—so your team can move faster and make smarter decisions.
Benefit #4
Elevate Strategic Decisions with Real-Time Analysis
From margin shifts to cost outliers, Zavvis uncovers what matters most—helping finance leaders focus on high-impact decisions without digging through reports.
For Service Providers
Elevate Your Practice with AI-Driven Client Advisory Services
Zavvis is a multi-tenant AI platform that empowers CPA firms and fractional CFOs to deliver deeper, faster insights across all clients. Automate financial analysis, surface strategic recommendations, and deliver high-value advisory services—without adding headcount.
Nearly every CPA firm and fractional CFO practice is expanding into strategic advisory as a key growth lever. Whether delivered through Client Advisory Services (CAS) or bespoke engagements, this shift unlocks new revenue streams, builds stickier client relationships, and elevates your firm’s value proposition—especially when powered by AI.
- Stronger Client Loyalty
- Strategic advisory keeps you top of mind with clients through continuous insight and guidance, not just compliance cycles—leading to more durable, retainer-based relationships.
- Faster Revenue Expansion
- Advisory services powered by AI scale your capacity without adding headcount. Firms using Zavvis have grown top-line advisory revenue up to 30% annually.
- Wider Advisory Reach
- Deliver broader insights across financial performance, operational efficiency, and growth opportunities—making your advisory more relevant and less seasonal.
How Zavvis AI Elevates Your Advisory Practice
AI-Powered Financial Intelligence
Smart Assistant for Advisors: Ask any financial question across clients—Zavvis delivers fast, contextual answers.
Insight-Driven Charts and Graphs: Move beyond reporting with real-time trends, metrics, and profit improvement insights.
Profitability & Expense Optimization
Smart P&L Insights: Unlock margin trends, cost drivers, and revenue seasonality without manual review.
Strategic Guidance at Scale: Serve more clients with personalized recommendations on expense control and growth.
Multi-Client Management
Built for Firms & CFOs: Securely manage multiple businesses, stakeholders, and workflows in one dashboard.
Standardized Delivery: Deliver consistent insights across engagements, from fast growing businesses to $100M+ companies.
New Revenue Streams
Recurring Advisory: Offer bundled insights and reporting as monthly services.
Stronger Client Retention: Stay engaged with proactive alerts and strategic finance conversations.
Key Benefits for Your Firm or Practice
Benefit #1
Grow Advisory Revenue by up to 30%
Use Zavvis to deliver recurring insights across your client base—creating new monthly revenue opportunities.
Benefit #2
Cut Analysis Time by 50%
Automate client financial reviews and eliminate hours of manual data gathering, reporting, and ad hoc analysis.
Benefit #3
Stand Out with Smarter Advisory
Leverage AI to deliver CFO-level insights, helping you win and retain clients with more strategic guidance.
Benefit #4
Increase Client Retention by 25%
Offer continuous value through real-time insights, cash flow management automation, KPI alerts, and proactive capital-readiness support.