Tell your agent what you need in a message or voice note. It can work in Candis for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Candis agent, follow up on our discussion and make the updates.
Candis agent
Done. It’s all in Candis.
Automate Workflows with Candis
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Candis.
Your agent, your control
Choose what your agent can access and how it can act in Candis. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Candis AI Agent Do?
Find financial records
Search Candis for supported invoices, bills, expenses, customers, vendors, and accounts.
Create finance records
Create supported invoices, bills, expenses, payments, or accounting tasks in Candis.
Update accounting data
Change supported amounts, categories, statuses, due dates, and record details in Candis.
Flag finance work that needs attention
Check Candis for overdue, unreconciled, rejected, or exceptional records.
Summarize financial activity
Bring supported balances, transactions, cash activity, and open items from Candis into the chat.
Monitor recurring finance work
Run regular checks and coordinate close, payment, or reconciliation work in Candis.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
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