How Zoar Finance
Achieved
10X
Data Accuracy
with MakersHub
How Zoar Finance
Achieved
10X
Data Accuracy
with MakersHub
Overview
Zoar Finance is a boutique accounting firm co-owned by Matt Croce and Deirdre Otto. What started in Pittsburgh in late 2021 has quickly grown into a nationwide firm with over 100 clients and a nine-person team. Their roster spans industries—from coffee shops and law firms to nonprofits—with a service model tailored to meet each client’s specific needs.
As a modern accounting partner, Zoar operates as an extension of their clients’ teams, offering flexible, tech-forward services that go beyond what traditional firms provide.
Top Challenges
A few of Zoar’s clients were exploring new solutions to streamline their accounts payable (AP) processes. While platforms like BILL and Hubdoc were already in place, they weren’t built to handle complex approval logic, detailed invoice coding, or automation at scale. That left Zoar’s team relying on manual processes—spending hours managing bills, applying GL codes, and routing approvals manually.
We were spending a lot of time manually processing bills, coding by hand, and managing complex approval chains. That work added up fast—and it just wasn’t scalable.
Deirdre Otto
The Solution
To solve this, Zoar introduced MakersHub to a select group of clients. The platform’s customizable workflows and AI-driven automation made it easy to support unique client needs without requiring a full system overhaul.
With MakersHub, Zoar’s team can:
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Train the platform to recognize vendor-specific invoices and automatically code them to the correct GL accounts.
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Route bills to the appropriate approvers based on vendor, amount, or entity—reducing time spent on manual follow-up.
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Eliminate tedious, manual data entry by automatically extracting and coding invoice details.
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Improve job costing accuracy tenfold, giving clients with multiple locations or grant-funded programs full confidence in spend allocation.
The accuracy of the AI has blown us away. It’s learning as it goes, and the impact has been immediate.
Deirdre Otto
Although MakersHub is currently being used by a limited set of clients, Zoar views it as part of their long-term growth strategy—especially for clients with multi-location operations, high invoice volume, or nonprofit funding requirements.
The Results
5-10
10X
One of our nonprofit clients is especially thrilled. We’re able to give them stronger audit readiness, tighter controls, and peace of mind around every dollar spent.
Deirdre Otto
Partner and COO, Zoar Finance.