What It Does
Zeni is an AI-powered financial platform that automates bookkeeping, expense management, billing, and financial strategy for businesses.
By combining AI with expert financial advisors, it gives small and growing businesses real-time insights, actionable recommendations, and complete control over their finances-all in one platform.
Key Features
- AI Bookkeeping: Auto-categorizes transactions, reconciles accounts, and ensures accuracy with expert oversight.
- AI CFO & Accountant Agents: Provide financial strategy, forecasting, and expert accounting support on demand.
- AI Expense & Bill Management: Automatically process receipts, invoices, and bills with fast approval workflows.
- AI Business Banking: High-yield checking, business debit and credit cards with real-time AI tracking and cashback rewards.
- Fractional CFO & Tax Services: Expert guidance for budgeting, tax planning, and GAAP-compliant reporting.
- Scenario Planning & Financial Insights: Monitor portfolio health, forecast cash flow, and get AI-driven recommendations.
- Security & Compliance: Bank-level security, FDIC-insured accounts, and strict compliance standards.
Who Is Zeni For?
- Small Businesses & Startups: Streamline bookkeeping, payroll, and cash management to save time and reduce errors.
- Growing Companies: Access fractional CFO services and real-time financial insights to scale efficiently.
- Cost-Conscious Businesses: Reduce financial overhead with AI automation and lower operational costs.
- Finance Teams Seeking Automation: Automate repetitive accounting tasks while keeping expert oversight.
- Founders & Entrepreneurs: Focus on growth while Zeni handles daily financial operations.
Final Thoughts
Zeni transforms business finance by combining AI efficiency with human expertise. From automated bookkeeping and expense management to AI CFO guidance and business banking, it provides a complete financial ecosystem for modern businesses.
Sign up for a demo and see how Zeni can save you time, reduce errors, and give you the insights to grow smarter.
