👋 What is Zamino?
Zamino is the AI layer that sits on top of your business data. You connect the tools you already use — QuickBooks, Xero, Plaid, Clover, Google Drive, your ERP — and then you ask questions about your business in plain English.
You get answers the way a careful analyst would give them: a chart, a table, or a number, with the source rows attached so you can always check the math.
The four things you'll actually use
Open the app and you'll see four things in the sidebar — that's the whole product, in order of how often you'll touch them:
- 💬 Chat — ask anything about your data, get a grounded answer in seconds.
- 📊 Dashboards — saved views you and your team check on a regular cadence.
- 🔁 Routines — scheduled checks that only ping you when something moves.
- 🔌 Connectors — where you wire up QuickBooks, Plaid, Clover and friends.
A sensible first week
- Day 1 — Connect one source
Don't try to wire everything at once. Start with your accounting tool (QuickBooks or Xero) — it gives Zamino the most to work with. Then ask three real questions in Chat.
- Day 2–3 — Save what's useful
Two of those answers will be ones you'll want again next week. Build a small dashboard around them. Share it with one teammate.
- Day 4–7 — Replace one manual check
Pick one thing you do every Monday morning by hand — a refund-rate scan, a margin tally, a sales-by-region check — and make a Routine for it. Now Mondays are a little quieter.
That's the whole onboarding. Most teams feel the ROI before they've invited a second person.
Where to go next
- 📖 Your first 5 minutes with Zamino — a screenshot-by-screenshot walkthrough.
- 🔌 Connecting your first data source — pick a source and go.
- 💬 How to phrase a good question — what makes Zamino answer well.