Zap AI Analyst · Build

Build a P&L, questions first

The situation

No report open. You start from scratch.

What you need in Zap

Your ERP general ledger in Zap Data Hub, with accounts grouped. For a budget comparison, the budget too.

What you say

Build me a monthly P&L.

What you get

Zap AI asks before it builds: which periods, actual or budget or variance, whether costs show as positives or negatives, which cost basis, whether to consolidate. Then it builds.

Zap AI Analyst
You

“Build me a monthly P&L.”

What you get

Zap AI asks before it builds: which periods, actual or budget or variance, whether costs show as positives or negatives, which cost basis, whether to consolidate. Then it builds.

What to notice

One of its questions, for example "Should intercompany be eliminated?"

Why it matters

The Analyst asks what a good analyst would ask, periods, budget, signs, consolidation, before building. That's expertise, not hesitation, and it's why the P&L comes out right.

See it on your data.

Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data.