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Zeni

Zeni

Verified
AI-Native

AI Bookkeeping & AI Accounting. Done Right.

SOC 2 Type II
Global
Multi-agent
Human-in-loop
Last updated: Oct 20, 2026
Paid
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Quick Answer

AI

Zeni is an AI accounting platform for startups and growing companies. It automates daily financial tasks and offers real-time insights, integrating with QuickBooks Online Plus. Best for pre-revenue to Series C+ companies seeking automated bookkeeping and growth decisions. Paid plans available.

About ZeniAI

Zeni is an AI-powered bookkeeping and accounting platform that provides an AI Accountant and AI CFO, backed by finance experts. It automates daily financial tasks like categorizing transactions, reconciling accounts, and matching receipts, while offering real-time financial insights and forecasting. Zeni integrates with QuickBooks Online Plus and offers various pricing plans for startups at different stages.

AI-extracted from public sources. May contain errors. Methodology · Report an error
What Makes Zeni UniqueAI

Zeni combines AI automation for daily bookkeeping and accounting tasks with dedicated human finance experts (Accountants, CPAs, CFOs) to ensure accuracy and provide strategic advice. It also offers an AI CFO agent for real-time financial questions and what-if scenarios.

Decision Intelligence

Best For

AI
Pre-revenue companies laying financial foundations
Seed-stage companies establishing unit economics
Series A companies making smart growth decisions
Series B companies focusing on growth with automated bookkeeping
Series C+ companies streamlining scaling with automated bookkeeping
Pricing Overview

Type

Paid

Starting Price

$199/mo

Billing Cycle

Monthly

Free Trial

No

Credit Card

Not Required

Free Plan

No

Dimension Scores

· 4.4 avg

How good it is, across universal quality axes

Ease of Use6/10
Customization2/10
Support6/10
Integration4/10
Compliance & Data Protection3/10
Performance5/10
Planning Quality5/10
AI-analyzed from product data·High confidenceHow we score

Task Scores

· 7.5 avg

What it can do, per category it works in · showing 10 of 10 tasks scoring 5+

Transaction Processing9/10
Reconciliation9/10
Cash Flow Analysis9/10
Financial Reporting8/10
Expense Management8/10
Budget Forecasting8/10
Tax Compliance6/10
Invoice Automation6/10
Audit Support6/10
Regulatory Compliance6/10

Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →

Capabilities
Automation
Data Analysis
Forecasting
Categories
Finance Accounting
Hr Recruiting
LimitationsAI
  • -Requires QuickBooks Online Plus for syncing
  • -Services are currently available only to U.S.-based entities
  • -Zeni is not currently GDPR compliant
Integrations & Connections
6 connections
QO
QuickBooks Online PlusNative

Required accounting software for syncing with Zeni's Dashboard

AV
AvalaraAPI

API integration for tax compliance

PL
PlaidAPI

API integration for connecting bank accounts

ST
StripeAPI

API integration for payment processing

PA
PayPalAPI

API integration for payment processing

SQ
SquareAPI

API integration for payment processing

Auto-updated

Fit Score

Complexity

Intermediate

Company Size

Small
Medium
Enterprise

Team Size

Small Team
Large Team

Skill Level

Intermediate
Expert
Features
AI Bookkeeping with auto-categorization
AI Accountant for month-end close automation
AI CFO for financial forecasting and insights
AI Bill Payments with multi-level approvals and same-day ACH
AI Reimbursements with auto-capture and same-day ACH
Dedicated finance team (Controller, Bookkeeping Manager, Analyst)
Real-time financial insights and custom dashboards
GAAP compliance guaranteed
Technical Capabilities
SDK Available (unknown)
MCP Compatible (unknown)
Multi-Agent
Human-in-Loop
Team Features
Webhook Support (unknown)
Has Demo
Function Calling (unknown)
Sandbox Mode (unknown)
Audit Logs
No Signup
Works Offline (unknown)
Requires Host App (unknown)
Framework
MCP Server

Deployment

Cloud
A2A Protocol:
MCP
HITL mode:
Review
Compliance, Privacy & Trust
GDPR: No info available
SOC 2: Stated by vendor
Type II
HIPAA: No info available
Trains on user data: Unknown
PII handling: Allowed
Data deletion: Upon Request
Human review:
Always
Tech Specs
Response time (est.):
Moderate

The Model(s) Behind It

Model details — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

Powered By

Base Models

Model Weight Availability
Closed API (no weights)
Training Data Provenance
Not disclosed
Relevant to EU AI Act Art. 53 / Annex XI (GPAI)
Pricing Plans
Starter
$494/month
  • Basic AI Bookkeeping
  • Dedicated Finance Team
  • AI Bookkeeping
  • AI Bill Payments
  • AI Reimbursements
  • AI Business Checking Accounts
  • Growth
    $719/month
  • Advanced AI Bookkeeping
  • Dedicated Finance Team
  • AI Bookkeeping
  • AI Bill Payments
  • AI Reimbursements
  • AI Business Checking Accounts
  • Enterprise
    Custom
  • Custom AI Bookkeeping
  • Dedicated Finance Team
  • AI Bookkeeping
  • AI Bill Payments
  • AI Reimbursements
  • AI Business Checking Accounts
  • CFO Lite
    $1599/month
  • Annual Budgeting
  • Budget vs. Actual Analysis
  • 12 Month Cash Flow Forecast
  • +$2,000 setup fee
  • CFO Premium
    $2990/month
  • Financial Model & Dynamic Scenarios
  • Monthly Model Update
  • Executive Summary
  • 6 Hours of Advisory and Support
  • KPIs Tracking
  • +$6,000 setup fee
  • CFO Enterprise
    $4990/month
  • Budgeting and Financial Modeling
  • Management Reporting Package
  • Detailed Cash Flow Projections
  • Metric Benchmarking
  • Quarterly Board Meeting Prep
  • Fundraising Support
  • Tax Starter
    $2499/year
  • Taxes for Pre-Revenue Companies
  • Tax Concierge
  • Federal Income Tax Filing
  • State Corporate Income Tax Filing
  • Tax Growth
    $3899/year
  • Taxes for companies generating revenue up to $500K
  • Tax Concierge
  • Federal Income Tax Filing
  • State Corporate Income Tax Filing
  • Tax Enterprise
    Custom
  • Taxes for companies generating revenue over $500K
  • Tax Concierge
  • Federal Income Tax Filing
  • State Corporate Income Tax Filing
  • Payroll Manager Service
    $199/month
  • Employee Onboarding, Termination & Ongoing Support
  • Payroll System Management
  • Compliance Across All States And Jurisdictions
  • Pricing verified from the vendor pricing page.

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    User Reviews

    No reviews yet. Be the first to review!

    Who It's For
    3 roles
    1 industries
    Financial and Investment AnalystsAccountants and AuditorsPersonal Financial AdvisorsOther Financial Investment Activities
    Platform, Content & Languages
    4 content types
    1 languages
    TextDocumentSpreadsheetEnglish+8 more

    Output Languages

    English

    Content Types

    Text
    Document
    Spreadsheet
    Data Visualization

    Accepts

    Text
    Image
    Document
    API

    Produces

    Text
    Document
    Spreadsheet
    Languages: English

    Frequently Asked Questions

    Trust Score

    75/100

    Very Good

    Based on 10 data signals

    Confidence: High

    Reflects publicly available data, not an independent audit

    Compliance & Verified38/38
    VerifiedYes
    SOC 2 reportYes
    SOC 2 Type IIYes
    Human ReviewYes
    Human-in-the-loopYes
    HITL TypeYes
    Operational25/25
    Data ResidencyUS
    Reliability0/10

    No published data

    Market Proof10/10
    Notable CustomersTeambridge, Matic, Wander Maps
    Company17/17
    Company ListedYes
    FundingSeries B
    Health—

    Not yet checked

    AI-Assisted Data

    Some details are AI-generated estimates — verify with the vendor.

    AI-generated estimate: Best For, Description, Limitations, Quick Answer, Tagline, What Makes Unique

    How we source data

    AI Governance & Regulatory Disclosures

    Legally-sensitive fields — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

    EU AI Act Risk Tier
    Unclassified

    Switching & Migration

    Migration Difficulty
    Moderate Effort
    Support:
    Email
    Phone
    Support Ticket
    Standard
    Quick Stats
    PlanningBasic
    Base ModelCodex
    PlatformsWeb
    LaunchedMar 2021
    Setup TimeHours
    VerifiedOct 2026
    Company & Links

    Company Name

    Zeni Inc.

    Founded

    2019

    Based in

    United States

    Funding

    Series B