Zeni
zeni.ai
Spec sheet
- Product
- Zeni describes itself as AI bookkeeping and accounting software powered by an AI Accountant Agent and AI CFO Agent.Read 30 Sep 2026 · zeni.ai
- Integrations
- The pricing page lists QBO Pro, Avalara, Plaid, Stripe, PayPal, and Square as API integrations.Read 30 Sep 2026 · zeni.ai
- Security
- Zeni says customer data is encrypted at rest using 256-bit AES and network connections use 256-bit SSL/TLS encryption.Read 30 Sep 2026 · zeni.ai
- Compliance
- Zeni states that it is SOC 2 Type II compliant and that customer data is siloed in separate partitions.Read 30 Sep 2026 · zeni.ai
- Support
- Zeni’s Finance Concierge is staffed Monday through Friday, 9:00 am to 6:00 pm PST, and aims to complete requests within two hours.Read 30 Sep 2026 · zeni.ai
- Headquarters
- Palo Alto, California, United StatesRead 28 Sep 2026 · zeni.ai
- Founded
- 2019Read 28 Sep 2026 · zeni.ai
- Accounting requirement
- QuickBooks Online Plus is required to sync with Zeni’s Dashboard, and Zeni says it can help migrate customers to QBO Plus.Read 30 Sep 2026 · zeni.ai
- Bookkeeping automation
- Its AI features include receipt and invoice capture, transaction and vendor categorization, journal entries, bank reconciliation, and predictive insights.Read 30 Sep 2026 · zeni.ai
- Finance team
- Zeni offers dedicated financial experts, including Controllers, CFOs, and Tax Advisors, alongside its AI tools.Read 30 Sep 2026 · zeni.ai
- Financial reporting
- The bookkeeping platform provides real-time financial insights and automatically updated Profit and Loss, Balance Sheet, and Cash Flow reports.Read 30 Sep 2026 · zeni.ai
- GDPR
- Zeni’s FAQ says it is not currently GDPR compliant.Read 30 Sep 2026 · zeni.ai
- Geographic availability
- Zeni says its services are currently available only to U.S.-based entities.Read 30 Sep 2026 · zeni.ai
- Notable plan limit
- Each business or location in a multi-entity business needs its own Zeni subscription.Read 30 Sep 2026 · zeni.ai
- Who it serves
- Zeni identifies venture-backed startups, accounting firms, B2B service providers, ecommerce companies, and consulting firms among the businesses it serves.Read 30 Sep 2026 · zeni.ai
Plans and prices
Payroll Manager Service $199 a month Annual Contract Starting at $199 · Employee onboarding, termination and ongoing support · Payroll system management · Compliance across states and jurisdictions Read 30 Sep 2026 · zeni.ai
Starter $494 a month Billed Annually Starting at $549; for pre-revenue companies; pricing based on bookkeeping complexity, monthly expenses, and annual revenue Read 30 Sep 2026 · zeni.ai
Growth $719 a month Billed Annually Starting at $799; for revenue-generating companies; pricing based on bookkeeping complexity, monthly expenses, and annual revenue Read 30 Sep 2026 · zeni.ai
CFO Lite $1,599 a month + $2,000 setup fee Basic budgeting and forecasting · Budget vs. actuals analysis · 12-month cash flow forecast · Monthly 1-hour strategic call and update Read 30 Sep 2026 · zeni.ai
Tax Starter $2,499 a year /Annually Taxes for pre-revenue companies Read 30 Sep 2026 · zeni.ai
CFO Premium $2,990 a month + $6,000 setup fee Everything in CFO Lite · Advanced revenue and COGS modeling · Departmental budgeting · Bi-weekly call · Up to 6 hours of advisory and support Read 30 Sep 2026 · zeni.ai
Tax Growth $3,899 a year /Annually Taxes for companies generating revenue up to $500K Read 30 Sep 2026 · zeni.ai
Enterprise $4,990 a month + $6,000 setup fee Starting at $4,990+ · On-demand advisory and support · Leadership and board meeting participation · Capital strategy and fundraising support · M&A support · Financial tech stack advisory · Annual strategic financial planning Read 30 Sep 2026 · zeni.ai
Tax Enterprise Priced on request Custom Pricing Taxes for companies generating revenue over $500K Read 30 Sep 2026 · zeni.ai
Where Specifiction places it
- AI Accounting Software#26 of 327.0