Zeni
AI powered bookkeeping, CFO, tax and payroll service for startups, run by a dedicated finance team.
Best for Venture backed startups wanting outsourced finance
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What it does
Zeni provides an automated bookkeeping and finance management service backed by dedicated human financial professionals. You connect your bank accounts, cards, and invoices, and the platform delivers reconciled books, financial reports, vendor payments, and cash visibility. It is designed for United States entities ranging from pre revenue startups to growing enterprises.
Read more: 5 features and how people use themShow less
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AI Bookkeeping
Categorizes daily transactions, reconciles accounts, and updates balance sheets, cash flows, and profit and loss statements.
Use caseA founder connects their company accounts to review updated cash flow and burn rate metrics on a single dashboard without manually updating spreadsheets.
From zeni.ai · image from Zeni -
AI CFO
Answers financial inquiries about company books in real time and models business scenarios such as staffing changes.
Use caseA startup executive projects cash out dates and models new hire scenarios before deciding on quarterly hiring plans.
From zeni.ai · image from Zeni -
Bill Payments
Captures invoice details automatically, sets up multi level approvals, and completes domestic or global vendor payments via ACH.
Use caseA finance manager uploads a vendor invoice so the platform can auto capture payment details and route the bill for approval.
From zeni.ai -
Fractional CFO Services
Supplies strategic finance experts who deliver cash forecasts, departmental budgets, and board meeting support.
Use caseA growing startup prepares for an upcoming board meeting with custom departmental budgeting and a twelve month cash forecast.
From zeni.ai/pricing -
Startup Tax Filing
Prepares and files federal and state corporate income tax returns while managing claims for research and development credits.
Use caseA pre revenue technology business files corporate income returns and claims research tax credits without incurring late penalties.
From zeni.ai/pricing
Written from Zeni's own website, checked . Each feature links to the page it comes from; images are Zeni's own.
Every plan
| Plan | Monthly | Billed yearly | Per | What it includes |
|---|---|---|---|---|
| Starter (AI Bookkeeping) | $549 | $494 | per business, from | Pre revenue companies; dedicated finance team, bill pay, reimbursements |
| Growth (AI Bookkeeping) | $799 | $719 | per business, from | Revenue generating companies |
| Enterprise (AI Bookkeeping) | Not listed | Not listed | per business | contact sales |
| CFO Lite | $1,599 | Not listed | per business, from | $2,000 setup; budgeting, 12 mo cash forecast, monthly call |
| CFO Premium | $2,990 | Not listed | per business, from | $6,000 setup; bi weekly calls, up to 6 advisory hours |
| CFO Enterprise | $4,990 | Not listed | per business, from | $6,000 setup; board, fundraising, M&A support |
| Tax Starter | Not listed | $208.25 | per business, $2,499/yr | Pre revenue; federal + state income tax filing |
| Tax Growth | Not listed | $324.92 | per business, $3,899/yr | Revenue up to $500K |
| Tax Enterprise | Not listed | Not listed | per business | contact sales |
| Payroll Manager Service | Not listed | $199 | per business, from (annual contract) | Payroll management, multi state compliance |
From Zeni's own pricing page, checked . Prices are in US dollars per month; "billed yearly" is the monthly price when you pay for a year up front. A few figures (often the yearly price) are derived rather than printed on the page.
Before you pay
- Data retention
- Customers are responsible for retaining copies of all Customer Data and Results for compliance purposes.
What Zeni says
In addition, Customer is responsible for retaining copies of all Customer Data and the Results for any legal or other compliance purpose.
Source page - SOC 2
- Yes
What Zeni says
Zeni is now SOC 2 Type II compliant to ensure that we protect your sensitive data at all costs.
Source page - GDPR
- No
What Zeni says
No, Zeni is not currently GDPR compliant, but it will be soon. We are actively working towards full compliance to ensure the privacy and security of your data.
Source page - Support
- Email, phone
What Zeni says
Customers can email their dedicated <company>@zeni.ai email address with questions or requests, or request a call with our finance team at any point in time.
Source page
Only what Zeni's own pages state, with the quote behind each answer. Anything they don't publish is left out rather than guessed.
Zeni video tutorials
Independent creators on YouTube, not Zeni or us. The video loads from YouTube only when you press play.
Questions people ask about Zeni
How much does Zeni cost?
Paid plans start at $549 a month (Starter (AI Bookkeeping)). 10 plans are listed above, from Zeni's own pricing page.
Is Zeni free?
No. Zeni has no free plan.
How do I choose the right plan for my business?
Starter is suited for pre revenue companies, while Growth or Enterprise plans fit revenue generating companies, with pricing based on complexity, monthly expenses, and annual revenue. Source
What accounting software do you sync with?
QuickBooks Online Plus is required to sync with Zeni's Dashboard. Source
Which countries do you support?
Zeni services are currently available only to U.S.-based entities. Source
Is Zeni GDPR compliant?
No, Zeni is not currently GDPR compliant, though it is actively working toward full compliance. Source
Where this came from
Plans, prices and limits were copied from Zeni's own pages, then checked .
- zeni.ai/pricing
- zeni.ai/
- zeni.ai/legal/privacy-policy
- zeni.ai/security
- zeni.ai/faqs
- zeni.ai/legal/terms-of-service
- zeni.ai/legal/general-disclosure
How we collect prices and rank tools · Is something wrong? Correct this listing
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