Close financial statements with source traceability.
Zana turns trial balances, Excel workbooks, PDFs, notes, and ledgers into Schedule III statements CA teams can review, explain, and export.
Active engagement
Sample Entity FY 2024-25
Assets
24.8 Cr
Flags
06
Features
Built to work the way CA review actually happens.
Not another spreadsheet to reconcile. Zana keeps source files, mappings, statements, and review flags in one workspace.
Contact UsSource traceability stays visible
Every mapped line can point back to the trial balance row, schedule, workbook tab, PDF, or note that supported it.
AI handles the messy mapping work
Rule checks and AI suggestions classify accounts while exceptions stay explicit for preparer and reviewer sign-off.
Schedule III output is always in view
Balance sheet, P&L, notes to accounts, cash flow, and ratios sit in one review workspace instead of scattered files.
Review controls are built in
Version history, validation flags, unmapped items, and export readiness make the close easier to defend.
How it works
From client files to review-ready statements.
Upload the source pack
Bring in trial balances, Excel schedules, PDFs, notes, and ledgers from the client file.
Review mappings and flags
Approve confident mappings, resolve exceptions, and keep the source evidence beside the decision.
Export review-ready statements
Generate Schedule III financials with notes, ratios, cash flow, and an audit-friendly trail.
Review impact
Prepared for the questions reviewers actually ask.
Control point
Each exported number can carry a path back to the evidence used to prepare it.
“Zana lets the preparer, reviewer, and partner look at the same mapping decision without chasing tabs across five files.”
80+
mapping checks
11
required ratios
1
review trail
FAQs
Got questions? We've got answers.
Still have questions? Contact us and we'll help you map Zana to your firm workflow.
Contact Us01Can Zana work with messy Excel trial balances?
Yes. Zana is designed around CA firm source packs, so uploads can include trial balances, Excel schedules, notes, PDFs, and supporting ledgers.
02Does AI make changes without review?
No. AI suggestions are visible as suggestions. Reviewers can approve, override, or trace them back to the source data before export.
03What gets generated after review?
Zana prepares Schedule III balance sheet and P&L views, notes to accounts, cash flow, financial ratios, validation flags, and export-ready files.
04Is it built for Indian CA firms?
Yes. The workflow focuses on Indian Companies Act, Schedule III preparation, firm review controls, and source traceability under filing pressure.
05Can multiple people review the same engagement?
The product supports firm-style roles and review flow patterns, so preparers and reviewers can work from the same engagement context.
Start a pilot
Bring one engagement. See what Zana can prepare.
Share your firm context and we'll help you evaluate a Schedule III workflow that keeps review, traceability, and exports in one place.