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Zeni

AI-powered bookkeeping platform with a dedicated team of financial experts

Paid·All audiences
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Key strengths

AI-automated bookkeeping with real-time financial dashboardsDedicated team of human financial experts for oversight and complianceAll-in-one platform: bookkeeping, bill pay, reimbursements, banking, credit cardsAI CFO Agent for financial strategy, forecasting, and insights on demandManages $20B+ in transactions annually across startups at all stages
Paid only
Palo Alto, USA
Founded 2019
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Technical Setup & Integration

Account Connection

  • Connect your existing business bank accounts, credit cards, and financial data sources through Zeni's onboarding flow.
  • Zeni's AI automatically ingests and categorizes transactions using machine learning, with human expert review ensuring GAAP accuracy.

AI Agents

  • AI Accountant Agent: Automates journal entries, account reconciliations, and accuracy checks. Runs continuously to keep books current.
  • AI CFO Agent (waitlist): Provides real-time financial strategy, forecasting, and insights on demand.

Payments & Workflows

  • AI Bill Pay: Upload invoices → AI auto-captures bill details → configure multi-level approvals → same-day ACH disbursement. No additional cost.
  • AI Reimbursements: Receipt upload → AI auto-capture → approval workflow → same-day ACH payout.
  • Treasury: Automated idle cash management integrated into the platform.

Banking Infrastructure

  • Business Checking with $3M FDIC insurance and up to 2.90% APY.
  • Business Credit Card and Debit Card with automated expense categorization synced to the bookkeeping layer.

Compliance

  • GAAP compliance is guaranteed through a combination of AI automation and ongoing review by Zeni's dedicated financial controller and bookkeeping manager team.