Zeni
Palo Alto, California, United States
Plans and prices
Payroll Manager Service
Starting at $199 · Employee onboarding, termination and ongoing support · Payroll system management · Compliance across states and jurisdictions
Read 30 Sep 2026 · zeni.ai
Starter
Starting at $549; for pre-revenue companies; pricing based on bookkeeping complexity, monthly expenses, and annual revenue
Read 30 Sep 2026 · zeni.ai
Growth
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
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
Taxes for pre-revenue companies
Read 30 Sep 2026 · zeni.ai
CFO Premium
Everything in CFO Lite · Advanced revenue and COGS modeling · Departmental budgeting · Bi-weekly call
Read 30 Sep 2026 · zeni.ai
Tax Growth
Taxes for companies generating revenue up to $500K
Read 30 Sep 2026 · zeni.ai
Enterprise
Starting at $4,990+ · On-demand advisory and support · Leadership and board meeting participation · Capital strategy and fundraising support
Read 30 Sep 2026 · zeni.ai
Tax Enterprise
Taxes for companies generating revenue over $500K
Read 30 Sep 2026 · zeni.ai
On the record
- Accounting requirement
- QuickBooks Online Plus is required to sync with Zeni’s Dashboard, and Zeni says it can help migrate customers to QBO Plus.zeni.ai · read 30 Sep 2026
- Bookkeeping automation
- Its AI features include receipt and invoice capture, transaction and vendor categorization, journal entries, bank reconciliation, and predictive insights.zeni.ai · read 30 Sep 2026
- Compliance
- Zeni states that it is SOC 2 Type II compliant and that customer data is siloed in separate partitions.zeni.ai · read 30 Sep 2026
- Finance team
- Zeni offers dedicated financial experts, including Controllers, CFOs, and Tax Advisors, alongside its AI tools.zeni.ai · read 30 Sep 2026
- Financial reporting
- The bookkeeping platform provides real-time financial insights and automatically updated Profit and Loss, Balance Sheet, and Cash Flow reports.zeni.ai · read 30 Sep 2026
- GDPR
- Zeni’s FAQ says it is not currently GDPR compliant.zeni.ai · read 30 Sep 2026
- Geographic availability
- Zeni says its services are currently available only to U.S.-based entities.zeni.ai · read 30 Sep 2026
- Integrations
- The pricing page lists QBO Pro, Avalara, Plaid, Stripe, PayPal, and Square as API integrations.zeni.ai · read 30 Sep 2026
- Notable plan limit
- Each business or location in a multi-entity business needs its own Zeni subscription.zeni.ai · read 30 Sep 2026
- Product
- Zeni describes itself as AI bookkeeping and accounting software powered by an AI Accountant Agent and AI CFO Agent.zeni.ai · read 30 Sep 2026
- Security
- Zeni says customer data is encrypted at rest using 256-bit AES and network connections use 256-bit SSL/TLS encryption.zeni.ai · read 30 Sep 2026
- 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.zeni.ai · read 30 Sep 2026
- Who it serves
- Zeni identifies venture-backed startups, accounting firms, B2B service providers, ecommerce companies, and consulting firms among the businesses it serves.zeni.ai · read 30 Sep 2026
