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Zeni

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About

Zeni is an AI-powered bookkeeping and accounting platform designed for startups. It offers real-time financial insights, automated processes, and a dedicated finance team. The platform integrates with QuickBooks Online Plus and automates tasks like receipt analysis, reconciliation, transaction optimization, vendor verification, invoice processing, and expense reporting. Zeni also provides services such as bill pay, reimbursements, business checking accounts, business credit cards, fractional CFO, and tax services. The platform serves businesses of various sizes and stages, from pre-revenue to Series C+, providing customized solutions for each stage. Zeni's AI helps identify patterns in financial data, enabling faster decision-making. A dedicated finance concierge provides personalized support.

Platform
Web
Keywords
aiautomationfinanceaccountingbookkeeping
Task
financial management

Features

customizable workflows

vendor verification

ai-driven receipt analysis

reconciliation

auto-reading receipts

auto-reading invoices

transaction optimizations

same-day ach payments for reimbursements and bill payments

FAQs

How do I choose the right plan for my business?

At Zeni, we have three different plans for our AI Bookkeeping: Starter, Growth, and Enterprise. For pre-revenue companies, you are likely to fit in the Starter Plan. For revenue-generating companies, you are likely to fit in the Growth Plan Or Enterprise Plan. *Pricing is based on bookkeeping complexity, monthly expenses, and annual revenue.

What accounting software do you sync with?

QuickBooks Online Plus. Please note that this software is required to sync with Zeni’s Dashboard.

We don't use Quickbooks Online Plus. Can we still use Zeni?

You must use Quickbooks Online (QBO) Plus. If you do not currently utilize this software, we will work with you to migrate your data from your current accounting software over to QBO Plus.

Which countries do you support?

Currently, our services are available only to U.S.-based entities. We're committed to expanding globally and hope to serve businesses outside the U.S. in the future.

I have multiple businesses or one business with multiple locations. Will this cost extra?

Zeni supports multi-entity businesses. Each business or location would need its own Zeni subscription at whatever level is right for that business.

How does Zeni use AI?

Zeni’s powerful AI automates audits of large datasets in seconds and provides accurate, timely financial reporting. It helps you identify patterns in financial data for deep insights missed by humans, and enhances compliance with regulatory standards. Key areas our AI automates bookkeeping: 1. Automated Data Posting 2. Transaction & Vendor Categorization 3. Automated Journal Entries 4. Bank & Account Reconciliation 5. Predictive Insights

How does Zeni Bill Pay automate the bill payment process?

Zeni Bill Pay uses AI I to auto-fill invoice information, store vendor details, and classify accounting entries, significantly reducing manual data entry and errors.

Is there a cost to use Zeni Bill Pay?

Zeni Bill Pay is available at no extra cost to your existing subscription, including $0 ACH fees.

Can Zeni Bill Pay handle international payments?

Yes, it supports payments to both domestic and international vendors efficiently.

How does the approval process work in Zeni Bill Pay?

You can set up a multi-level approval process tailored to your company's needs, automating approvals based on specific parameters and invoice due dates.

How does Zeni process reimbursements?

Zeni utilizes AI to automate the reimbursement process, reducing manual data entry and minimizing errors, with the ability to issue same-day ACH payouts.

How many currencies does Zeni support?

Zeni supports 160 currencies.

How many reports can a user submit?

There is no limit to the number of reports a user can submit.

How does the approval process work in Zeni Reimbursements?

You can set up a multi-level approval process tailored to your company's needs, automating approvals based on specific parameters and invoice due dates.

Is Zeni GDPR compliant?

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.

Pricing Plans

Starter
USD549.00 / Monthly

AI Bookkeeping

AI Bill Payments

AI Reimbursements

AI Business Checking Accounts

Dedicated Finance Team

Growth
USD799.00 / Monthly

AI Bookkeeping

AI Bill Payments

AI Reimbursements

AI Business Checking Accounts

Dedicated Finance Team

Enterprise
Unknown Price

AI Bookkeeping

AI Bill Payments

AI Reimbursements

AI Business Checking Accounts

Dedicated Finance Team

CFO Starter
USD1500.00 / Monthly

Annual Budgeting

Budget vs. Actual Analysis

12 Month Cash Flow Forecast

CFO Growth
USD2900.00 / Monthly

Everything in CFO Lite, plus: * Financial Model & Dynamic Scenarios * Monthly Model Update * Executive Summary * 6 Hours of Advisory and Support * KPIs Tracking

CFO Enterprise
Unknown Price

Everything in CFO Growth, plus: * Budgeting and Financial Modeling * Management Reporting Package * Detailed Cash Flow Projections * Metric Benchmarketing * Quarterly Board Meeting Prep * Fundraising Support * Ad-hoc Strategic Projects

Tax Starter
USD2499.00 / Annually

Tax Concierge

Federal Income Tax Filing

State Corporate Income Tax Filing

Tax Growth
USD3899.00 / Annually

Tax Concierge

Federal Income Tax Filing

State Corporate Income Tax Filing

Tax Enterprise
Unknown Price

Tax Concierge

Federal Income Tax Filing

State Corporate Income Tax Filing

Payroll Manager Service
USD199.00 / Monthly

Employee Onboarding, Termination & Ongoing Support

Payroll System Management

Compliance Across All States And Jurisdictions*

Job Opportunities

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Zeni

Business Development Representative

Zeni is an AI-powered bookkeeping platform that automates financial tasks and provides real-time insights, backed by a team of finance experts.

salesonsiteLehi, USfull-time

Benefits:

  • Medical, dental & vision insurance coverage

  • 401K

  • Flexible PTO

  • Team offsite events

  • Education/CPE reimbursement

Experience Requirements:

  • 1-2+ years of sales experience

  • History of meeting & exceeding goals

Other Requirements:

  • Ability to work daily from our office located in Lehi UT

  • Excellent communication skills

  • Self-motivated to achieve success in a remote position.

  • Highly organized self-starter who can multitask and adapt to rapid change

  • Entrepreneurial spirit

Responsibilities:

  • Conduct a high volume of outbound contacts (70/day)

  • Generate new outbound leads and follow up with leads in pipeline

  • Research accounts, identify key targets and generate interest through outreach (email campaigns, LinkedIn, discovery calls, etc.)

  • Work to meet defined metric goals

  • Provide support to your accounts when needed

Show more details

Sr. Finance Associate (Pune/Mohali)

Zeni is an AI-powered bookkeeping platform that automates financial tasks and provides real-time insights, backed by a team of finance experts.

Benefits:

  • Work in a beautiful office space in the heart of Pune or Mohali

  • Meals and snacks are on us!

  • Relocation expenses will be taken care by us if you are moving to Pune

Education Requirements:

  • Bachelor's Degree in Accounting or Finance

Experience Requirements:

  • 3-5 years of applicable experience

  • 2+ years of direct experience working in high-tech startup

Other Requirements:

  • CPA/MBA/MCOM, Accounting or Finance concentration preferred

  • Strong knowledge and application of US GAAP required in the areas of SAAS accounting, revenue recognition, consolidations, and convertible debt

  • Ability to interpret and apply PCC pronouncements and guidelines

  • Experience completing and/or preparing records for due diligence and/or external audits

Responsibilities:

  • Fast learner and ability to pick accounting concepts and pronouncements

  • Ensure investor reporting requirements and debt covenants are reporting accurately and timely

  • Prepare partner/affiliate, sales, and vendor contracts for proper application of accounting pronouncements

  • Manage multiple clients at varying stages (pre-revenue, post-revenue)

Show more details

Financial Controller

Zeni is an AI-powered bookkeeping platform that automates financial tasks and provides real-time insights, backed by a team of finance experts.

Benefits:

  • Medical, dental and vision with a generous company contribution strategy

  • 401(k)

  • Work from home flexibility one day per week

  • Employee stock options

  • Flexible PTO policy

Education Requirements:

  • Undergraduate or Master’s degree in Accounting or Finance

Experience Requirements:

  • 7-10 years of experience in an accounting, accounting outsource provider or CPA firm

  • Strong experience managing teams of 5+ accounting professionals

Other Requirements:

  • Managing a diverse customer portfolio outside of SaaS-based, e-commerce, inventory and other tech start-ups

  • Strong knowledge and application of GAAP, ASC 606 revenue recognition, consolidations, and equity compensation and other areas of accounting for SaaS companies

  • Experience in coaching management at various stages of development

  • Strong oral and written communication skills and comfortable working with teams in client-facing role

Responsibilities:

  • Work directly with founders and executives to understand their business and financial model

  • Manage a portfolio of customers who operate outside of SaaS and tech, taking ownership of customer revenue growth and profitability

  • Manage a team of two remote resources, driving the team to own daily and monthly close processes, reconciliations and classifications

  • Utilize Zeni’s platform and technology to drive automation of customer processes and integration of financial applications

Show more details

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