February 2026
The agent is the easy part
Everybody wants to talk about the agent, but the agent is the easy part. We follow one dental insurance check from the evening before to the chair.
Financial services · Woodland Hills, California
Lazar & Company
Accounting
[CPA]
Payroll at Lazar & Company starts in an inbox. Marzy turns each client’s hours into a draft, and a person at the firm decides.
Live
[08.2026]
Payroll automation
Marzy reads the time sheets and builds a payroll draft the firm can review. It flags unusual entries with the reason attached and leaves the decision to a person.
See how MarzyOS works
How a pay run moves
Every business sends its hours a different way, and someone has to turn them into something a person can approve.
Five parts carry a pay run from the client’s runbook to the exported workbook.
Client runbooks
Each client has its own rules.
A client’s roster, payroll schedule and preparation instructions live together in its runbook. The instructions tell the agent how to read whatever arrives for that business. The workflow checks against the known roster and raises a question wherever the instructions need a decision.
Email intake
The email becomes the starting point.
The agent reads incoming payroll emails, attached timecards and stated figures into a pay line for each worker and pay date, with the client’s instructions as context. The source document stays linked to the prepared line, so later material fills in the same period instead of starting a second version of the work.
Pay line review
Review the work, not the attachments.
Each pay line holds regular hours, overtime, time off, bonuses, commissions and stated amounts, next to the original source. Correct a punch or a figure, and the calculations that depend on it go back through review, with the client’s own wording still beside the numbers.
Questions and corrections
A question beats a guess.
Missing punches and unclear instructions become questions attached to the worker’s pay line. Your team confirms, answers, or reopens each one as the facts arrive. Drafting the follow-up and approving the payroll stay separate, deliberate steps for a person.
Approval and export
The handoff waits for a person.
Your team can approve a single worker or a whole pay date once it has no open questions left. An approved line locks against edits until someone reopens the period on purpose. The export is a workbook with one row per active worker, ready for the next step in your process.
The desk
Every run comes back to a person the same way.
The desk shows what’s ready for review, the thread that did the work and the record it changed, side by side. This is the desk for financial operations.
Look inside MarzyOSIn build
[CPA]
Client onboarding and relations
A new client’s engagement, roster, pay schedule and instructions will go into the runbook once, and every pay date will read from it. Marzy will draft questions for the client beside the record they came from, and a person will send them.
Get in touchIn build
[CPA]
Ontology
We’re building one model of the firm, with clients, engagements, pay runs, timecards, questions and approvals as linked records. The payroll desk, the runbook and every report will read the same rows.
Read about the ontologyWoodland Hills, California
Lazar and Company, CPAs has practiced tax, accounting and wealth management for more than thirty years. It works from Warner Center, the business district at the west end of the San Fernando Valley.
Payroll came first because it never stops arriving: every pay date, from every client, in a different shape.
Warner Center, 2023
The valley from Woodland Hills
Near Mulholland Drive, 1975
