Zaptiva
Zaptiva is a Costa Mesa-based automation platform provider that delivers a low-code, AI-powered Agentic Bridge extending legacy ERP systems (QuickBooks, Sage, NetSuite) through bi-directional sync, autonomous AI agents, and 100+ prebuilt connectors for SMB, mid-market, and enterprise customers.
- Company typePrivate
- Founded-
- HeadquartersCosta Mesa, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Zaptiva does
Zaptiva is a Delaware-incorporated automation platform company headquartered in Costa Mesa, California, that provides a low-code, AI-powered workflow automation platform designed to extend and modernize legacy ERP and financial systems rather than replace them. The company's core technology is built around an 'Agentic Bridge' architecture — a universal API connector engine coupled with an intelligent orchestration layer that wraps around existing QuickBooks Online, Sage (100/300/Intacct), NetSuite, and QuickBase instances, enabling bi-directional data sync, pre-ledger data validation, complex logic automation, and autonomous AI agent execution across ERP, CRM, WMS, and other operational systems. The platform combines visual drag-and-drop workflow builders, 100+ prebuilt connectors, an AI-enhanced ETL engine, and a 'Sovereign Intelligence Stack' that allows customers to deploy AI agents within their own environment without exposing proprietary workflows to public models.
Zaptiva serves a hybrid customer base spanning SMB and mid-market businesses alongside large enterprises, with segment-specific offerings for Finance & Accounting, Operations and Supply Chain, Sales/CRM, HR, EDI and trading-partner compliance, and Shipping and Logistics functions. The company holds formal Intuit Development Partner and Sage Development Partner relationships, plus QuickBase Professional Services capabilities, with security certifications including SOC 2 Type II, SOC 3, ISO 27001, GDPR, and CCPA. Its product portfolio includes the core Zaptiva Automate engine, AI Enhanced ETL, Agentic AI Automation and Development Services, an AI Native Business Transformation framework, and service modules for QuickBooks Online Automation, ERP Modernization, EDI Supply Chain Automation, and Shipping and Logistics Automation, plus a Connectors and Integration Marketplace.
The company operates a hybrid go-to-market motion combining tiered subscription pricing (Ignite at $75/month plus Grow, Pro, and Enterprise tiers) with enterprise field sales, a self-serve platform at app.zaptiva.com, and a partner ecosystem of resellers, systems integrators, CPA firms, managed service providers, and industry specialists. Revenue streams include recurring subscriptions, add-on services, and professional services for custom development. The Terms of Service were effective March 2024, indicating a relatively recent market entrant. No funding rounds, headcount, or revenue figures are publicly disclosed.
Zaptiva firmographics
Firmographics- Name
- Zaptiva
- Legal name
- Zaptiva, Inc.
- Website
- https://zaptiva.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Zaptiva is a Costa Mesa-based automation platform provider that delivers a low-code, AI-powered Agentic Bridge extending legacy ERP systems (QuickBooks, Sage, NetSuite) through bi-directional sync, autonomous AI agents, and 100+ prebuilt connectors for SMB, mid-market, and enterprise customers.
- Ownership category
- akta.pro rank
Zaptiva industry classification
Industry- Product category
- Workflow Automation & ERP Integration Software
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
- akta.pro secondary industries
- Workflow Automation & No-Code Collaboration (BPAMAMAK), Integration Monitoring, Observability & AIOps for Integration (HDAEAIAH), Intelligent Document Processing (IDP) & OCR Automation (HDAEAHAC)
Keywords
Where Zaptiva is headquartered
LocationHeadquarters
- HQ city
- Costa Mesa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Zaptiva business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Plans: Tiered subscription model (Ignite, Grow, Pro, Enterprise) with recurring monthly/annual billing. Starting price at $75/month for Ignite tier. Each tier adds capabilities: enhanced integration, API enablement, governance, scale, and high availability.
- Add-On Services: Optional add-ons including custom development, industry-specific packs, dedicated engineering support, and advanced AI decisioning modules, priced transparently with predictable economics.
- Professional Services: Custom development services including custom ERP integrations, internal tools, dashboards, data migration, API endpoints, workflow automation, and legacy system extensions delivered by dedicated engineering team.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Ignite - Entry tier for teams needing advanced system integration and workflow automation |
| Subscription | Monthly | Grow - Mid-tier for teams needing automation and built-in API enablement |
| Subscription | Monthly | Pro - Enterprise tier with governance, scale, and high-availability architecture |
| Subscription | Monthly | Enterprise - Advanced connectivity and messaging architecture for large-scale environments |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Zaptiva product offering
Product offeringCore offering
Zaptiva provides a low-code, AI-powered workflow automation and integration platform that connects QuickBooks Online, Sage, NetSuite, QuickBase, and other ERP/CRM/WMS systems via an "Agentic Bridge." It offers bi-directional data sync with validation, complex logic automation (commissions, inventory allocations, revenue recognition), AI-driven ETL, autonomous agents, EDI supply chain automation, and dedicated custom development services for finance and operations teams at growing mid-market and enterprise businesses.
Product overview
Zaptiva is a low-code, AI-powered automation platform offered as a unified core system (Zaptiva Automate) with composable service modules. The core platform provides workflow automation (Zaptiva Automate), intelligent data integration (AI Enhanced ETL), and agentic AI capabilities (Agentic AI Automation Services and Agentic AI Development Services). Service-specific modules include QuickBooks Online Automation, ERP Modernization, EDI Supply Chain Automation, Custom Automation Workflow Development (with specialized sub-services for QuickBase, Sage, and Intuit), Sage Intacct Development Partner, Intuit QuickBooks Development Partner, QuickBase Professional Automation Services, and Shipping & Logistics Automation. The Connectors & Integration Marketplace provides prebuilt connectors across ERP, CRM, HR, eCommerce, analytics, and collaboration categories. Pricing tiers (Ignite, Grow, Pro, Enterprise) are designed around economic value validation, with the platform positioned as budget-neutral or budget-negative automation.
Differentiator
Problem solved
Functional benefit
Products and services
- Zaptiva Automate Low-code, AI-enabled workflow automation engine for enterprise scale and SMB speed; connects legacy ERP, cloud apps, databases, file shares, and APIs via prebuilt connectors, visual flow canvas, AI-assisted decisions, and real-time orchestration.
- AI Enhanced ETL Intelligent data integration platform that turns ETL into a real-time, self-learning system by extracting from structured and unstructured sources, performing smart transformation with automatic field mapping and deduplication, and enabling adaptive loading with downstream workflow triggers.
- Agentic AI Automation Services Autonomous AI agent orchestration that enables self-driving enterprise operations, executing complex business processes across ERP, CRM, and WMS systems with logic-based decisions replacing linear scripts.
- Agentic AI Development Services Custom development of autonomous AI agents that interpret data, make decisions, and execute actions across business systems; includes Autonomous Workflow Agents, Decision-Making Agents, Integration Agents, and AI-Enhanced Data Processing agents.
- AI Native Business Transformation Framework for AI Native Rewrite enabling Sovereign AI architecture; builds a private intelligence layer, transforms human-centric to function-centric workflows, and enables scaling without headcount through compute-based growth.
- QuickBooks Online Automation
Quantifiable outcome
- Process time dropped to under 1 day with zero manual data entry errors (CBG case study)
- +4 more outcomes
Companies that use Zaptiva
Customer profileNamed customers1 record
Segments12 records
Ideal customer profiles3 records
Zaptiva technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration35 records
AI capability16 records
Feature29 records
Zaptiva partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and supporting.
- Sage (Sage Intacct)coreZaptiva is a specialized Sage Development Partner bridging the gap between legacy XML-RPC integrations and the new Agentic AI frontier. The partnership enables customers to build a composable finance stack with deep integration to Sage Intacct's General Ledger, leveraging OAuth 2.0 authentication and Model Context Protocol (MCP) for certified AI extensions inside Sage Copilot. Supports Sage 100, 300, and Intacct.
- Intuit (QuickBooks, Intuit Enterprise Suite)coreZaptiva is an expert Intuit Development Partner transforming QuickBooks Online and Intuit Enterprise Suite (IES) into the financial engine of the Agentic Enterprise. The partnership navigates Intuit's Core vs. CorePlus API architecture for cost-efficient integrations, handles the Intuit App Partner Program requirements, and builds to Security/Technical/Marketing review standards for Gold/Platinum tier apps.
- Technology & ISV PartnerssupportingPartners who enhance their product with universal API connectivity, embedded automation, and add-on workflows for customers. Part of broader partner ecosystem including consulting firms, industry specialists, MSPs, and ERP/CRM/accounting resellers.
- Consulting & Advisory FirmssupportingConsulting and advisory firms expand their value with automation, analytics, AI, and operational transformation without hiring more developers. Gain access to low-code platform, templates, blueprints, and AI-enhanced workflows to modernize customer operations.
- Managed Service Providers (MSPs)supportingMSPs offer automation-as-a-service to clients, delivering integrations, reporting, AI workflows, monitoring, and operational intelligence. Part of partner program with predictable, partner-friendly pricing.
- ERP, CRM, and Accounting ResellerssupportingResellers turn system implementation into continuous automation revenue. Zaptiva makes every ERP or CRM project bigger, stickier, and more profitable through add-on automation services.
- Industry SpecialistssupportingIndustry specialists (construction, manufacturing, cannabis, retail, logistics, distribution) bring ready-made automation into specific verticals. Accelerate time-to-value with prebuilt solutions for specific industries.
- Prebuilt Connector Partners (Salesforce, HubSpot, NetSuite, Shopify, etc.)coreHundreds of prebuilt connectors for systems including ERP (Sage, NetSuite, QuickBooks, Acumatica, Dynamics), CRM (Salesforce, HubSpot, Zoho), Finance & Payroll (ADP, Bill.com, Expensify), E-Commerce (Shopify, ShipStation, SPS Commerce), Analytics & BI (Power BI, Tableau, Looker, Snowflake), Collaboration (Slack, Teams, Outlook, Google Workspace).
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Zaptiva competitors and assessment
Company assessmentDirect peers
- Zapier: Zapier is the dominant SMB workflow automation platform with 8,500+ integrations, serving a similar non-technical user base with visual workflow builders. Zaptiva explicitly positions itself against Zapier's SMB focus, targeting finance/mid-market use cases that Zapier is not purpose-built for.
- Boomi: Boomi is a major iPaaS player offering low-code integration, API management, and data management. Zaptiva's blog directly compares against Boomi, indicating direct competitive overlap in enterprise integration and automation.
- Celigo: Celigo is an iPaaS specialist with deep ERP integration focus (NetSuite, QuickBooks, Salesforce), offering pre-built integration flows for order-to-cash, procure-to-pay, and similar finance workflows that overlap directly with Zaptiva's core value proposition.
- Make (formerly Integromat): Make is a visual no-code automation platform competing with Zaptiva Automate for SMB and mid-market customers building multi-step workflows across SaaS apps. Similar visual builder approach and pricing tiering.
- Workato: Workato is an enterprise-focused iPaaS and automation platform combining low-code workflows with deep ERP/CRM integrations. It directly competes with Zaptiva Automate in the mid-market/enterprise automation category, including agentic AI features.
- Jitterbit: Jitterbit is an iPaaS provider focused on API integration, EDI, and low-code automation for mid-market and enterprise customers. Its EDI and ERP integration capabilities directly overlap with Zaptiva's EDI Supply Chain and ERP Modernization modules.
- Tray.io: Tray.io is a general-purpose iPaaS platform with low-code visual building, strong API integration capabilities, and enterprise governance. It competes with Zaptiva Automate in the API-led enterprise integration category, including recent agentic AI capabilities.
Broad incumbents
- MuleSoft: MuleSoft is the enterprise iPaaS incumbent owned by Salesforce, offering API-led connectivity across hybrid environments. It overlaps with Zaptiva's enterprise integration ambitions but is far broader and more expensive, positioning Zaptiva as a lighter, mid-market alternative.
- Microsoft Power Automate: Microsoft Power Automate is part of the broader Microsoft Power Platform offering workflow automation, RPA, and integration across the Microsoft ecosystem (Dynamics, Teams, Outlook). It competes with Zaptiva's enterprise motion and is bundled into existing Microsoft enterprise agreements.
Emerging players
- Merge: Merge is a unified API platform that consolidates integrations across HR, CRM, ATS, and accounting systems, allowing customers to build one integration instead of many. It overlaps with Zaptiva's Universal API Connector and Integration Marketplace thesis at the developer/integration layer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Zaptiva social profiles
Digital presenceZaptiva compliance and trust
Trust signalCompliance6 records
Zaptiva financial estimates
Financial estimateRevenue estimate
Valuation estimate
Zaptiva leadership team
Management profileNumber of profiles
Zaptiva funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Zaptiva M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Zaptiva
What does Zaptiva do?
Zaptiva provides a low-code, AI-powered workflow automation and integration platform that connects QuickBooks Online, Sage, NetSuite, QuickBase, and other ERP/CRM/WMS systems via an "Agentic Bridge." It offers bi-directional data sync with validation, complex logic automation (commissions, inventory allocations, revenue recognition), AI-driven ETL, autonomous agents, EDI supply chain automation, and dedicated custom development services for finance and operations teams at growing mid-market and enterprise businesses.
Is Zaptiva a public or private company?
Zaptiva is a private company. It is classified as unknown and is currently operating.
When was Zaptiva founded?
Zaptiva was founded in -1. It employs 1 to 10 people.
Where is Zaptiva based?
Zaptiva is headquartered in Costa Mesa, United States, in the North America region.
How does Zaptiva make money?
Three revenue lines are on record. Subscription Plans are the primary driver. The others are add-On Services and professional Services.
Who are Zaptiva's main competitors?
Direct peers on record are Zapier, Boomi, Celigo, Make (formerly Integromat), Workato, Jitterbit and Tray.io. Broad incumbents are MuleSoft and Microsoft Power Automate. Merge is listed as an emerging player.
Does Zaptiva have an API?
Yes. Zaptiva provides a Developer SDK and open API for extending the platform. The API supports event-based, scheduled, and change-only triggers for integrations. The Universal API Connector enables connection to any REST, SOAP, GraphQL, or RPC endpoint with automatic security, pagination, throttling, retries, schema discovery, and error management. Zaptiva also supports Model Context Protocol (MCP) for AI agent integrations, specifically mentioned for Sage Copilot and autonomous agent deployments. Developer documentation is at www.zaptiva.com/platform.
What industry is Zaptiva in?
Zaptiva's product category is Workflow Automation & ERP Integration Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites, with a secondary code of BPAMAMAK, Workflow Automation & No-Code Collaboration. Its NAICS code is 54151 and its SIC code is 7372.