DayZeroAI-native accounting firm

Run the booksBookkeepingAI categorization, AP inbox, anomalies, auto-graded close Accounts PayableAI bill capture, approvals, payments, vendor tracking Invoicing & ARSend invoices, get paid online, recurring billing AI ReportingBoard-ready reports, AI commentary, PDF/PPT exports

Plan aheadCash Flow Forecast13-week forecast unifying books, inventory, POs, debt Demand PlannerRun any scenario in seconds — grounded in your ledger Inventory & COGSSupply chain, BOMs, 3-way match, true landed cost

For accounting firmsCFO PortalWeekly Pulse, board decks, unit economics, flux — from your ledger Client PortalClient access, questions, document requests, reports Practice ManagementMulti-client workspace, teams, approvals, controls AI Workflows576 tools across 24 specialized agents

For accounting firmsMulti-client workspace, client portals, and AI workflows at scale For growing businessesClose-ready books, cash flow, and reporting without the overhead For bookkeepersAI categorization, auto-graded close, and multi-client controls

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Run the booksBookkeeping Accounts Payable Invoicing & AR AI Reporting

Plan aheadCash Flow Forecast Demand Planner Inventory & COGS

For accounting firmsCFO Portal Client Portal Practice Management AI Workflows

SolutionsFor accounting firms For growing businesses For bookkeepers

Features Integrations Pricing Docs

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Overview Guides API Reference

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API Reference/advisory-firm-reports

advisory-firm-reports

Cross-client reporting for advisory firms.

4 endpoints.

GET/api/v1/advisory-firms/{firm_id}/reportsList available firm reports
GET/api/v1/advisory-firms/{firm_id}/reports/portfolio-overviewGet portfolio overview
GET/api/v1/advisory-firms/{firm_id}/reports/work-queueGet work queue
GET/api/v1/advisory-firms/{firm_id}/reports/{report_name}Generate firm report

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Product

Bookkeeping Accounts Payable Invoicing & AR AI Reporting Cash Flow Forecast Demand Planner Inventory & COGS CFO Portal Client Portal Practice Management AI Workflows Integrations Pricing

Solutions

For small business For accountants

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