Financial Observability for Close Protection
Every change in your books, checked within minutes. The serious things, first.
Zavvis reads financial activity across connected systems, ranks what matters, explains it with evidence, and closes the loop in your ledger with approved resolution and verification.
- Bank and cash reconciled
- Missing vendor bills accrued · 1 posted
- Expected invoices confirmed 2 open
- Late entries into closed periods 2 open
- Unreversed accruals clear
Connects to the systems your finance team already runs
How it works
From a change in your books to verified resolution
- Detect
Every sync is checked against 31 rules and each company's own normal. A missing bill, a late entry, a margin outside its band.
- Explain
Each signal carries the documents behind it, the amount at stake and a link to the source record.
- Decide
Put the evidence, options, owner and decision window in front of the right person.
- Act
Zavvis prepares the governed action. A named approver authorizes it. Nothing reaches your books without a person saying yes.
- Verify
Zavvis reads the result back from the source system and verifies the financial condition before the case closes.
The serious things, first
Fifty-five open signals is a list. Twelve high ones, ranked by the money behind them, is a morning. Each signal shows its seriousness, the amount at stake, the documents behind it and what kind of action it needs.
Every answer shows its working
Ask why cash dropped and you get a bridge, not a paragraph. Opening balance, what came in, what went out, closing balance, each figure linked to the transactions behind it and stamped with the data it was computed from.
Close
The missing bill that didn't delay the close
Waiting for a vendor's invoice used to mean waiting to close. Zavvis sees the bill is late, accrues it from the vendor's own history, posts both entries once approved and matches the real bill when it arrives.
Northgate Equipment Leasing hasn't sent its August bill
Eight bills, every month, same account. The ninth didn't arrive. Zavvis proposed an accrual from the median of the last six bills, your controller approved it, and both entries were in the ledger eleven seconds later.
| Dr | Equipment rental · 6420 | $3,200.00 |
| Cr | Accrued expenses · 27 | $3,200.00 |
| Dr | Accrued expenses · 27 | $3,200.00 |
| Cr | Equipment rental · 6420 | $3,200.00 |
Monitors that know what normal looks like
Cash, margin, vendor cadence, expected invoices, late entries, unreversed accruals. Each one learns the company's own range and only speaks when something leaves it.
Monitors
Eight things Zavvis watches on every change. Green is inside its own normal range.
Within minutes
Measured on a live company, not a slide
Why this, why now
Monitoring tells you. Governed automation changes how the close is run.
Ten conditions cause most of the last-week scramble. Zavvis names them, watches for them continuously, and resolves them one by one with the controller's approval.
Every automation ends with a read-back from the ledger. That is what lets a finance team trust an entry it didn't type.
Each resolved case teaches the company's normal. Each month, fewer surprises survive to day one of the close.
Zavvis fixes the thing, with your approval, and verifies the ledger afterwards.
- Missing vendor bill → accrual, reversal, true-up
- Missing reversal → draft, approve, post, verify
- Late or backdated posting → close guard
- Missing customer invoice → billing resolution
- Misclassified expense → reclass
The close stops accumulating work in the first place.
- AP approval bottleneck → owner, latency, escalation
- Soft-close circuit breaker → every open item gets an owner and a deadline
- Material expense anomaly → treatment workflow
From protecting the close to running the finance function.
- Revenue and margin response → routed to the owner, tracked to resolution
- AR and DSO → collections action
Security
Built like something that writes into your books
Every entry needs a named approver's own login. The agent cannot post.
Every write to your ledger goes through a single audited path with an idempotency key, so a retry can never double-post.
A case is "posted" only after the entry is read back from the ledger and matched.
If a sync is partial, detection does not run. A half snapshot never becomes a false signal.
Finance teams don't need another dashboard. They need to know, every morning, what changed, what it means, and that it has been handled. That is what we built.Alexis · Founder and CEO, Zavvis
See it on your own books
Connect your accounting system, and Zavvis has your first ranked signals within the hour.
Request a demoProduct
One place to see what changed, why, and what was done about it
Seven screens, one question each.
Home
What needs you this morning. Ask about your books directly; the cards show the most serious open signals; the close checklist shows what is left.
- Bank and cash reconciled
- Missing vendor bills accrued · 1 posted
- Expected invoices confirmed 2 open
- Late entries into closed periods 2 open
- Unreversed accruals clear
Signals
Everything detection has raised, most serious first. Filter by action: needs correction, investigate, data limit. Every row shows the amount at stake and links to its evidence.
Investigate
Ask in plain language. Answers come as bridges, trends against the company’s own band, and aging tables, each stamped with its as-of date and linked to the transactions behind it.
Close
The month-end, in date order: period end, accrual decisions due, sign-off. Underneath, every accrual case with its state, from detected to verified.
Northgate Equipment Leasing hasn't sent its August bill
Eight bills, every month, same account. The ninth didn't arrive. Zavvis proposed an accrual from the median of the last six bills, your controller approved it, and both entries were in the ledger eleven seconds later.
| Dr | Equipment rental · 6420 | $3,200.00 |
| Cr | Accrued expenses · 27 | $3,200.00 |
| Dr | Accrued expenses · 27 | $3,200.00 |
| Cr | Equipment rental · 6420 | $3,200.00 |
Monitors
Continuous watch on the figures a CFO checks by hand today. Each monitor learns its own normal range from the company’s history.
Monitors
Eight things Zavvis watches on every change. Green is inside its own normal range.
Reports
Every signal can become a financial brief: what happened, what it means, what to do, and the evidence.
Cascade Building Supply missed a ~$17,934 invoice this cycle
Cascade Building Supply has been invoiced about every 7 days, usually for $17,934.14. The last invoice was on Jul 13; the next was expected by Jul 20 and had not been raised by Jul 27.
Either the invoice was not raised, or Cascade stopped buying this cycle. The first is about $17,934 of revenue not yet billed.
- Check whether an invoice for this cycle exists outside the ledger or is still in draft.
- If the work was done, raise the invoice (typically $17,934.14).
- If Cascade has paused, note it so the next cycle is not flagged.
| Document | Period | Amount | Source |
|---|---|---|---|
| Customer: Cascade Building Supply | Jul 2026 | — | View source |
Data
Every connected system, when it last synced, and whether the snapshot is complete. Refresh now runs the whole chain: sync, build, detection.
Workflows
Ten close risks. One operating model: detect, decide, act and verify.
The Close-10 is the set of conditions that cause most late closes. Zavvis watches for all ten and resolves them in three waves.
Zavvis fixes the thing, with your approval, and verifies the ledger afterwards.
- Missing vendor bill → accrual, reversal, true-up
- Missing reversal → draft, approve, post, verify
- Late or backdated posting → close guard
- Missing customer invoice → billing resolution
- Misclassified expense → reclass
The close stops accumulating work in the first place.
- AP approval bottleneck → owner, latency, escalation
- Soft-close circuit breaker → every open item gets an owner and a deadline
- Material expense anomaly → treatment workflow
From protecting the close to running the finance function.
- Revenue and margin response → routed to the owner, tracked to resolution
- AR and DSO → collections action
What every workflow has in common
Zavvis governs the workflow, not the accounting judgment. It identifies what requires a decision, brings the evidence and owner together, and tracks the condition through verification.
- Detect
The condition, with evidence.
- Decide
Owner, options, deadline.
- Act
Draft, approve, post.
- Verify
Read back, match, close.
Integrations
Reads from the systems you already run. Writes only where you approve.
Accounting is the system of record. Everything else adds context to a signal: who paid, who was billed, who approved.
Connecting takes a morning
Authorise your accounting system, and Zavvis pulls the full history, builds the company's normal ranges, and has the first ranked signals ready within the hour. Nothing is written until a named approver turns posting on.
- Authorise
OAuth, read scope first.
- Learn
History, cadence, ranges.
- Signals
Ranked within the hour.
- Posting
Off until you turn it on.
Security
Designed for a product that is allowed to write into your books
These are the controls, in plain words.
Every journal entry needs a named approver's own login. The AI agent has no credential that can post. The list of approvers is set per company and never inherited from a default.
All ledger writes go through a single helper with a mandatory idempotency key, an audit row per write, and a code check that rejects any write outside it. A retry resends only the failed leg with its original key, so nothing double-posts.
An accrual is never posted without its reversal. Zavvis-posted entries are labelled, excluded from its own anomaly counts, and checked for pairing on every run.
A sync with any failed step is marked incomplete. Detection refuses to run on it, so a half snapshot never becomes a false signal.
A case shows "posted" only after both entries are read back from the ledger by number and matched on amount, account and date.
Sign in with Microsoft Entra or Google. Data is encrypted in transit and at rest. Every sign-in, decision and write is logged with who, when and what changed.
Posting can be turned off per company, and globally, in one setting, with no deploy.
Company
We are building the finance team's second pair of eyes
Zavvis started from one observation: Most close-week surprises begin as conditions that could have been seen weeks earlier.
We believe month-end close should confirm what finance already knows, not be the moment finance discovers what happened. Zavvis moves financial awareness and resolution earlier by continuously identifying the conditions that can become close-week work, explaining them with evidence, and helping finance act while there is still time. The result is fewer surprises, less last-minute investigation, and a close centered on review and sign-off rather than discovery and cleanup.
AlexisFounder and CEOAlexis leads Zavvis and sets what it should refuse to do as carefully as what it should do.
What we believe
- Monitoring is not enough. Telling a controller a bill is missing does not make it arrive. Finance needs the authority to accrue and move on.
- Verification is the product. Every action ends with a read-back from the ledger. That is what makes an unattended entry trustworthy.
- Show the working. Every figure links to its source. Every answer states its as-of date. Every inference is labelled as one.
Talk to us
Pilots are open for finance teams with a monthly close.
Request a demoRequest a demo
See Zavvis on your own books
Tell us a little about your finance team. We'll reply within one business day with a time and a short list of what to have ready.
In the meantime, the product tour shows what you'll see on your own books.