From Chaos to Control in 3 Simple Phases

Get up and running in 1-2 weeks, not months. ZapRecon fits your existing workflow and transforms it into a streamlined process.

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1
Phase 1 • Week 1

Setup & Configuration

Upload Your Chart of Accounts

Import your existing chart of accounts via Excel or CSV. Our system recognizes common formats automatically.

Configure User Roles

Set up your team with six roles: Admin, Company Admin, Creator, Verifier, Reviewer, and Auditor. Each role has a dedicated dashboard and AI tools.

Set Up Company Master

Configure your company details, fiscal year, and closing calendar. Multi-entity support and optional SAP integration available.

Import Existing Schedules

Optionally migrate your existing schedules and historical data. We'll help preserve your work.

2
Phase 2 • Week 1-2

Map & Automate

Auto-Map GL Codes

Our AI engine automatically maps your GL codes to L2 categories using five built-in AI tools: Auto-Mapping, Anomaly Detection, Smart Suggestions, Predictive Close, and Natural Language Queries. Review and adjust with drag-and-drop.

Create L3 Sub-Schedules

Break down L2 categories into detailed L3 schedules for granular tracking and verification.

Define Workflow Rules

Set up due dates, assignment rules, and escalation policies across all six roles. Customize workflows to match your process.

Configure Notifications

Set up email reminders, in-app notifications, and escalation alerts to keep everyone on track.

3
Phase 3 • Ongoing

Execute Your Close

Upload Monthly Trial Balance

Each period, upload your trial balance. The system automatically populates schedules.

Tasks Auto-Assigned

Based on your workflow rules, tasks flow automatically to the right team members.

Track Progress Real-Time

Monitor completion status, identify bottlenecks, and ensure nothing falls through the cracks.

Review, Verify & Close

Multi-level verification ensures accuracy. Generate reports with one click when ready.

Role-Based Workflow

Six dedicated roles with specific responsibilities, permissions, and dashboards. Work flows automatically from one role to the next.

1

Platform Admin

(Admin)
  • Manages platform settings
  • Configures global policies
  • Oversees all companies
  • Manages user access
2

Company Admin

(Company Admin)
  • Manages company-level settings
  • Assigns roles within company
  • Configures integrations
  • Monitors company dashboards
3

Finance Coordinator

(Creator)
  • Creates and manages schedules
  • Maps chart of accounts
  • Sets up workflow rules
  • Monitors overall progress
4

Finance Controller

(Verifier)
  • Final verification of schedules
  • Signs off on close
  • High-level oversight
  • Exception handling
5

Finance Manager

(Reviewer)
  • Reviews completed schedules
  • Approves or requests changes
  • Provides feedback
  • Monitors team performance
6

Auditor

(Read-Only Access)
  • Reviews all schedules
  • Accesses audit trails
  • Generates audit reports
  • No modification rights

See ZapRecon in Action

Watch our 3-minute demo to see how ZapRecon transforms the financial close process.

ZapRecon Product Demo
Duration: 3:24

Implementation Timeline Comparison

See how ZapRecon compares to traditional implementations.

T
Traditional Enterprise Solutions
4-6 months implementation
Discovery
Month 1
Planning
Month 2
Configuration
Month 3
Data Migration
Month 4
Testing
Month 5
Training
Month 6
Z
ZapRecon
1-2 weeks implementation
Setup
Day 1-3
Mapping
Day 4-7
Training
Day 8-10
Go Live!
Day 11-14
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Join hundreds of finance teams who have already cut their close time in half. Get started in minutes, not months.

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