How can we build our own QBO month-end close review tool instead of relying on Zenit?

One firm built a custom QBO month-close review tool after running into issues with Zenit, particularly around unreconciled bank accounts — Zenit required manually opting in each new bank account a client added, and the firm got into trouble when accounts weren't reconciled as a result. Their custom tool instead scans all bank accounts, credit cards, and any account with 'clearing,' 'loan,' 'mortgage,' or 'escrow' in the name, and flags unreconciled transactions automatically. It also flags: transactions posted to a parent general ledger, entries without a class, expenses without vendor names, AP/AR items over 30 days old, new entities and how they were coded (for client-lead approval), GL posting consistency versus historical patterns (e.g., an expense normally coded to office expense now showing in supplies), undeposited funds, duplicate vendor names, and any equity transactions. Workflow-wise, bookkeepers are gated to only their own clients and must mark each section reviewed; if a section isn't clean, they must add a comment explaining why it's okay to proceed. A manager or client lead then does a second review before the QuickBooks file is finalized. The tool replicates much of what Zenit did but adds firm-specific tweaks and fixes gaps the firm found in Zenit's account opt-in process.