Zive's agents run the repetitive workflows of fund operations: preparing calls, reconciling wires, drafting statements, running closes. Everything they produce is validated against your rules, then handed to your team for one decision instead of hours of assembly.
Amounts calculated per commitment and terms, notices generated and delivered, custodian LOIs pre-filled, wires tracked and reconciled as they land.
Bank activity, ledger entries, and investor records tied continuously. Breaks surface as they happen, with the context attached.
Journal preparation, allocations, and financial statements assembled from books that never went stale. Days of preparation become hours of review.
Capital statements and LP reports generated on schedule, checked against the ledger, published to the portal.
Invoices captured, coded, and allocated across entities per your policies, with approvals routed to the right person automatically.
Distribution waterfalls and income allocations computed from the terms structured into your ledger, with every step traceable.
Zive is organized around a small set of working surfaces, each with its own queue and its own approvals, with role-based views for the CFO, VP of Finance, and controllers.
Firm-wide state, close risk, and everything waiting on a decision, briefed daily instead of assembled on request.
Agents prepare calls, closes, reconciliations, and reports here, with exceptions and evidence gaps surfaced for review.
Nothing reaches an LP, an auditor, or the ledger without passing through here. One reviewed release, full context.
Every transaction traces from source document to posted entry. Your audit support already exists before anyone asks.
Every automated workflow passes through validation before anything posts, publishes, or moves. That gate is why the automation can run continuously without anyone losing sleep.
An agent assembles the workflow from live ledger data.
BlueCheck runs it against your fund terms, books, and policies.
Your team makes one reviewed decision with full context.
It ships with complete transaction lineage, time-stamped.
Automation doesn't remove your team from the loop. It moves them to the part of the loop that actually needs judgment.
Bring a live workflow to the demo: a call, a close, a reporting cycle. See what your team's week looks like when they're approving instead of assembling.