Eight people run accounting at Zapier.
We’re not cutting corners or light on systems… We’re running dozens of automations and agents across the full stack. The boring parts of accounting that used to eat headcount now run themselves, and my team gets to spend its time on the parts that actually move the P&L.
A few automations our team is often asked about:
• Tax-exempt certificates: AI reads what customers send in, decides eligibility, and pings Slack when something is missing so we do not play email tag at quarter end.
• Favorable FX:
Miranda Conley’s workflow watches conversion rates and alerts in Slack when it is time to act
• Journal-entry guardrails:
Ezra Goldberg‘s monitor flags when entries drift from our coding rules so we fix issues early and close cleaner.
• Sales speed:
Luis Ulloa, CPA built answers for pricing questions that include proration math so deals do not stall in a Finance queue.
• Zip to NetSuite: AI maps project and amortization from Zip transactions, updates NetSuite, then posts a Slack recap with links for spot checks
• Month-end recon: we pull NetSuite and warehouse data, let AI handle the predictable steps (ex: cash-in-transit) and keep humans on exceptions.
• Accounting inbox: using
Zapier MCP and SDK, we classify mail, route invoices into Zip (including attachment-type checks so the downstream system can ingest them), and file receipts into Google Drive in audit-ready folder structures.
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Our team is going live for the first time to show this all off and answer your questions.
Join us on May 20 at 10am PT.
Register for free here:
https://lnkd.in/gb7Sr8qt