What is Zarna?
Zarna is a comprehensive financial technology platform designed specifically for private equity and investment firms. It combines CRM functionality, document processing, AI-powered analysis, and workflow automation to streamline deal sourcing, due diligence, and portfolio management.Core Features
Intelligent CRM
Manage companies, contacts, deals, and interactions with AI-powered insights and automation.
Document Processing
Extract, analyze, and process financial documents with OCR and AI-powered extraction.
AI Reports
Generate comprehensive reports with real-time streaming and AI analysis.
Company Sourcing
AI-powered company discovery and sourcing with advanced search capabilities.
Email Automation
Automated email handling with Gmail/Outlook integration and AI-powered responses.
Zarna AI Chatbot
Natural language interface to your CRM data. Ask questions and get instant insights with our intelligent multi-agent AI chatbot.
Quick Start
Get up and running with Zarna in minutes.Quickstart Guide
Set up both frontend and backend, and start using Zarna.
Platform Architecture
Zarna is built on a modern, scalable architecture:Frontend
React 19 + Vite + TailwindCSS with shadcn/ui components
Backend
FastAPI + Python with 25+ API routers and AI services
Database
Supabase PostgreSQL with real-time subscriptions
Integrations
Gmail, Outlook, Drive, SharePoint, Egnyte, Basecamp, and more
Key Technologies
Frontend Stack
- React 19 - Latest React with Server Components support
- Vite 6.2 - Lightning-fast build tool and dev server
- TailwindCSS 4 - Utility-first CSS framework
- shadcn/ui - High-quality, accessible component library
- TypeScript - Type-safe development
Backend Stack
- FastAPI - Modern, high-performance Python API framework
- Docling - Advanced document processing
- AutoGen - Multi-agent AI orchestration
- Anthropic Claude - AI-powered analysis and generation
- Supabase - PostgreSQL database with real-time features
Explore the Documentation
Frontend Guide
Learn about components, theming, and UI patterns
Backend Guide
Understand services, routers, and API architecture
API Reference
Complete API documentation for all endpoints
Integrations
Set up external service connections
Architecture
Deep dive into system design and data flow
Development
Local development setup and workflow
Need Help?
Contact Support
Have questions? Reach out to our team for assistance.