ZenQuery Logo ZenQuery
Built for accountants, CPAs & bookkeeping professionals

Make sense of client spreadsheets in seconds.

Stop wrangling endless Excel sheets and VLOOKUPs. ZenQuery connects to your financial data exports and answers questions in plain English - balances, reconciliations, anomalies, trends, client summaries and more - instantly and privately, without complex formulas.

💬
Ask this, instantly:
  • “What were total expenses by category last quarter?”
  • “Which clients have unreconciled transactions?”
  • “Spot inconsistencies in accounts receivable.”

Accountant reviewing financial spreadsheets and charts
Speed
Answers in 2–5 seconds
Privacy
No file uploads
Files
CSV • Excel • JSON • Parquet
Usage
Ask unlimited questions

Why accountants & bookkeepers choose ZenQuery

All the features you need to deliver accurate, fast reports - without the spreadsheet grind.

Plain-English queries

Ask financial questions in natural language - no formulas or pivot tables required.

Handle millions of rows

Instantly process massive Excel, CSV, or Parquet exports without lag.

Error detection

Automatically surface duplicates, missing categories, or reconciliation gaps.

Multi-file analysis

Query across multiple client files at once - save grouped sets for recurring work.

Full privacy

All files stay 100% local. Nothing ever leaves your computer - perfect for sensitive client data.

Client-ready insights

Generate summaries and quick reports you can share with clients in minutes, not hours.

Common accountant & bookkeeper questions - just ask

Example prompts you can copy into ZenQuery to get instant client-ready insights.

Financial Summaries
  • “Show income vs expenses by month.”
  • “Which accounts had unusual changes this year?”
  • “Summarize all client balances in one view.”
Error Checking & Reconciliation
  • “Find duplicate invoices in this file.”
  • “Which transactions are missing categories?”
  • “Highlight accounts that don’t reconcile.”
Client Reports
  • “Create a P&L summary for Client A.”
  • “Cash flow trend across all clients.”
  • “Show top expense categories for Q2.”

See ZenQuery answer accounting questions in seconds

Watch this demo where ZenQuery loads accounting CSVs and instantly answers queries on sales, clients, cash flow, overdue invoices, and bank reconciliations.

Video: ZenQuery loading accounting CSVs and instantly answers queries on sales, clients, cash flow, overdue invoices, and bank reconciliations.

What accounting pros say

Real results from firms and independent bookkeepers.

“ZenQuery cut my monthly closing time in half - reconciling accounts is now a one-click job.”
- Priya, CPA
“Spotting duplicate invoices and missing categories used to take hours. Now it takes seconds.”
- James, bookkeeping firm owner
“My clients love how fast I can answer their questions - no more hunting through spreadsheets.”
- Laura, independent bookkeeper

Simple, transparent pricing

Choose from one of the two plans:

  • Truly unlimited usage, zero-setup and 24/7 priority support with our fully managed monthly plan
  • Or, One-time purchase plan where you handle the setup and recurring usage costs (LLM charges)
One-time purchase
$20
per device
  • 14-day free trial included. No credit card required
  • Bring your own LLM API key
    Pay directly to your LLM provider
  • Use forever on one device
  • All features included
  • 🛠 Needs Setup
    You need to manually setup your LLM configuration and pay for LLM usage to your provider. We can help if needed.
Start free 14-day trial
Most Popular
Fully managed
$20
per month/seat
  • True unlimited usage included
  • No setup or configuration required
  • Bulk discounts available
  • All features included
  • Perfect for small businesses
  • Highest quality answers
  • Priority 24/7 support included
🚀 Zero Setup
Start asking questions on your data files immediately. No LLM setup needed, and no usage charges.
Best for:
  • Users who want hassle-free AI without managing API keys or configurations.
  • You get truly unlimited answers. No strings attached.
Let's talk

Frequently asked questions

Answers to common questions about files, privacy, discounts and setup.

Schedule your free, no-obligation demo

We’ll walk you through how ZenQuery makes it easy for small teams to explore data files and get insights to help you:

  • Cut through the complexity without complex Excel or Google Sheet formulas
  • Save money on costly BI tool subscriptions
  • Drive better outcomes without needing technical expertise