Trial balance mapping
Map messy Excel accounts to Schedule III lines with visible AI suggestions and reviewer control.
Zana turns trial balances, Excel workbooks, PDFs, notes, and ledgers into Schedule III statements CA teams can review, explain, and export.
Accounts
128
+18 mapped
Mapped
114
+9 approved
Review flags
06
2 resolved
Unmapped
03
-4 this pass
Review completion
89%· +12% this week
Mapping confidence
89.0%
Trusted by teams preparing financial statements
Map messy Excel accounts to Schedule III lines with visible AI suggestions and reviewer control.
Surface exceptions the moment they need judgement and keep the question beside the source.
Generate balance sheet, P&L, notes, cash flow, and ratios in one review workspace.
Trace every mapped line back to the workbook tab, ledger, PDF, note, or schedule that supports it.
Ask Zana a question the way you'd ask a teammate. It resolves the mapping, keeps the source beside the answer, and prepares statements your reviewer can trace back to the raw account.
Ask Zana
Resolved workflow · source_mapping
80+
Mapping checks
PER ENGAGEMENT
11
Required ratios
SCHEDULE III
1
Review trail
SOURCE TO EXPORT
100%
Source visible
AT REVIEW TIME
“Zana lets the preparer, reviewer, and partner look at the same mapping decision without chasing tabs across five files.”
CA FIRM REVIEW TEAM / SCHEDULE III CLOSE
Bring one engagement, upload the source pack, and see what Zana can prepare for Schedule III review.