Zaimo.ai Launches External Supporter Plan
In a move to streamline client management for financial professionals, Zaimo Inc., based in Shibuya, Tokyo, has announced its latest initiative: the External Supporter Plan. This innovative solution allows accountants, tax advisors, and financial consultants to join their clients' Zaimo.ai workspaces as external supporters. This setup aims to enhance efficiency in management and oversight tasks, reflecting Zaimo's mission of "Empowering Management for Everyone".
Overview of the New Plan
The External Supporter Plan enables various financial professionals to collaborate directly within a client's Zaimo.ai workspace. By participating in this unique arrangement, these external supporters can now assist clients more effectively without the complexity of managing individual Excel business plans for each one. Furthermore, switching between different client workspaces can be done effortlessly with just one click. This feature provides seamless real-time access to crucial business data, making project management much more straightforward.
With the ability to create business plans using semi-standardized formats, this new plan not only increases efficiency but also ensures a consistent level of service quality across all projects.
The goal is clear: to elevate the quality and efficiency standards for all financial and management support professionals involved. Zaimo.ai actively contributes to achieving this objective by harnessing cutting-edge AI technology and user-centric design.
Background of the Initiative
Currently, the landscape of business planning and budgeting assistance relies heavily on Excel and spreadsheets. Despite their widespread use, this method comes with a host of inefficiencies:
- - Inefficient Tailoring: Every client might require a slightly different format or methodology for their business plans. This variation leads to unnecessary time spent on customizing solutions for each case.
- - Quality Inconsistency: Service quality produced by various professionals can vary significantly, resulting in an uneven client experience.
- - Excel-related Challenges: The reliance on Excel can lead to a greater risk of errors. Moreover, if one consultant is responsible for making changes, it creates a bottleneck that could hinder responsiveness and adaptability.
Zaimo.ai is dedicated to addressing these issues, substantially enhancing the quality and productivity of business planning and management support efforts.
Details of the Plan
For those interested in utilizing this new offering from Zaimo.ai, inquiries can be initiated directly through their website. Additionally, Zaimo will showcase the External Supporter Plan at the IVS2025 conference being held in Kyoto, with an opportunity for attendees to see the platform in action and engage in direct discussions.
Event Details
- - Event: IVS 2025
- - Exhibition Date: July 4, 2025
- - Location: Miyakomesse, 3F Startup Market, Kyoto City
- - Official Site: IVS 2025
About Zaimo Inc.
Zaimo aims to make management capabilities accessible for everyone. They strive to refresh management platforms to be AI-native, enabling business owners to focus on what matters most. Their offerings include not just the Zaimo.ai AI management agent that simplifies Excel business plan creation and management but also comprehensive services ranging from Excel project execution to VC finance advisory and BPO (Business Process Outsourcing) services for management tasks.
For more information regarding pricing and services of Zaimo.ai, you can visit their service site.
CEO Profile: Taku Koshijo holds a Master’s degree from the Graduate School of Science and Technology at Keio University. After working in equity research at Barclays Securities, he joined Roland Berger for consulting and later worked in startup investments at STRIVE Venture Capital. He founded Zaimo Inc. in 2023.
About the Management Community