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Zeni Reviews & Provider Details

Angel D.
AD
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Zeni?

They have some talented people. None of that matters due to the complete waste of time and money they turned out to be. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

Lack of any proactive outreach from account managers. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

Zeni was supposed to help us move from Freshbooks to Quickbooks, organize our books, take over accounts receivable, and provide CFO services. Only the CFO services were worthwhile. The rest was a nightmare. We started in October, by January they still did not have the Freshbooks transfer complete. Which is crazy, since being a digital agency, our books are relatively straightforward compared to other business that hold inventory. In February they attempted to charge us for Tax Services we were not using. After many delays we took a look at what we were getting and realized that none of the services we wanted to hand over were yet up an running. Even the CFO insights, the only thing worthwhile, were hamstrung by terrible inter-team communication at Zeni. Review collected by and hosted on G2.com.

Zeni Overview

What is Zeni?

Zeni is an AI-powered bookkeeping and financial management software backed by a dedicated finance team. It automates bookkeeping, bill pay, invoicing, and financial reporting—giving businesses real-time visibility and control over their financial health. Key Features & Benefits: - AI-Driven Bookkeeping: Automates categorization and reconciliation. - Real-Time Financial Dashboard: Instantly tracks cash flow, burn rate, and revenue. - Bill Pay & Invoicing Automation: Streamlines payments and tracking. - Dedicated Finance Team Support: Ensures accuracy and compliance. - Multi-Entity Accounting: Scales with growing businesses. By leveraging automation, Zeni helps businesses save up to 70 hours per month and improve financial accuracy, enabling teams to focus on growth.

Zeni Details
Provider Website
Discussions
Zeni Community
Languages Supported
English
Services Offered
Bookkeeping, AR/AP, CFO, Taxes, Banking Accounts, Business Credit Cards
Locations Serviced
United States
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Provider Description

Unlock real-time financial insights and a full-service finance team with Zeni's intelligent bookkeeping, accounting, and CFO services. Zeni is the only startup bookkeeping solution engineered to power high velocity decision making 🚀

How do you position yourself against your competitors?

Finance Concierge
All Zeni customers have access to a dedicated finance concierge where all questions and requests are directed, powered by our team of finance experts.

Daily Bookkeeping, Accounting, Tax and CFO Services
Zeni manages everything finance-related on behalf of its customers for a flat monthly fee. Three tiers of plans — Full-Service, Professional, or Enterprise — address the needs of startups of all sizes. Services include bill pay, invoicing, expense and receipt management, financial planning & analysis, payroll administration, monthly financial statements, yearly taxes, R&D credit, and more.

Real-Time Zeni Dashboard
The Zeni Dashboard gives startup founders real-time access to key financial insights including burn rate, runway, operating expenses, cash/card balance, revenue, cash in/cash out, monthly reports, and more. Unlimited users can be added to the Zeni Dashboard with varying access levels.


Seller Details
Seller
Zeni
Company Website
Year Founded
2019
HQ Location
Palo Alto, US
LinkedIn® Page
www.linkedin.com
332 employees on LinkedIn®
Description

Zeni is a financial technology company that offers AI-powered bookkeeping and accounting solutions tailored for startups and small businesses. Through its platform, Zeni provides services such as expense tracking, financial reporting, and tax preparation, enabling entrepreneurs to manage their finances more efficiently. The company aims to simplify financial management, allowing clients to focus on growing their businesses. For more information, visit their website at [zeni.ai](https://www.zeni.ai/).


Emilie P.
EP
Overview Provided by:

Recent Zeni Reviews

ST
Steven T.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great AI company"
The dashboard where I can see all my data
Robin D.
RD
Robin D.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great AI-enabled accounting services company"
Great statt and easy to understand month end reporting
Brad H.
BH
Brad H.Small-Business (50 or fewer emp.)
5.0 out of 5
"Easy to set up and great customer service."
Zeni seems really professional and their systems are purpose built. I like the very helpful people at Zeni.

Zeni Media

Official Interactive Demo

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62 out of 63 Total Reviews for Zeni

4.7 out of 5
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62 out of 63 Total Reviews for Zeni
4.7 out of 5
62 out of 63 Total Reviews for Zeni
4.7 out of 5

Overall Review Sentiment for ZeniQuestion

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G2 reviews are authentic and verified.
Darren F.
DF
CEO • Co-Founder
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

• A UI that makes sense (sorry, Quickbooks). Everything is clean, clear, and easy to use.

• The team is fast, proactive, and genuinely care about getting things right – and ensuring we fully understand where we are and where we're going.

• For the first time, we’re not getting surprise charges. They always provide an estimate upfront and wait for approval before moving forward. After nearly 20 years of running businesses, this level of transparency and care is a breath of fresh air. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

Honestly, nothing so far. But I'm fully transparent and will update this review if anything comes up. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

If you’re unsure, hop on a call with their team (ask for Lauren and Andrew). They know their stuff, they’re straight shooters, and they’ll always point you in the right direction. Whether that’s Zeni or something else. I never felt "pressured" or "sold to" through out the full buying process. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

Accounting used to be a constant source of stress. Chasing down numbers, second-guessing projections, and hoping we weren’t missing anything important. Our prior bookkeepers and tax advisors always seemed to be MIA. With Zeni, everything is organized, clear, and easy to stay on top of. We always know where we stand financially, which means fewer headaches and more time to focus on our customers. Review collected by and hosted on G2.com.

Verified User in Online Media
EO
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

uses QBO as foundation, everyone very helpful, fast, and accommodating, in my first week of transition! Looking forward to use of your card, bill pay, and account services. Dashboard much more thorough with deeper dives than I've used prior. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

haven't seen it yet. Still transitioning over. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

Absolutely worth taking a look. Zeni has been very accommodating to our specific situation in transferring to their platform, and amazingly fast to get up and running. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

though still a startup only at 1 yr, our revenue tracking needs became to much for our prior platform, and we were going to need to move off of QBO to stay. Found Zeni and have been amazed at the speed of takeover and transition. Still in the early days, but amazed so far. Zeni seems to have it together and can accommodate our more complex needs Review collected by and hosted on G2.com.

Jackson E.
JE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

The live dashboard. Its updated daily so i know where I am at financially at all times. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

Took a second to get fully onboarded but that was mostly my fault not getting the correct documents over. I honestly have no complaints Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

get zeni yesterday. Just realize you are losing so much time doing this by yourself. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

I am a small business. Tried running my books for a while. I was always behind, always making mistakes, making it so hard to figure out where i was at financially. Then I got Zeni. I have my own personal finance team working around the clock for me for 1/10th the price of bringing in my own bookkeeper/controller.

I love zeni and im never going back to doing my own books again. Review collected by and hosted on G2.com.

Response from Melissa Garcia of Zeni

We really appreciate your feedback! We're glad you've seen success with the time and cost savings Zeni's AI Bookkeeping solution offers.

Verified User in Computer Software
OC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

Saves us a lot of time reviewing our transactions. Pretty fast responsive time if we have questions or need suggestions. When they have questions on transactions, the spreadsheet they send me makes it easy for me to see what is outstanding and needs my responses. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

Sometimes there's a lot of questions on transactions - some being just needing my confirmation on whether or not a certain classification is ok. It's a downside that I need to go back and comb through to find service dates, receipts that somehow didn't make it into our shared software. But, I understand they don't have 100% insight into what we're using certain vendors or software for so Zeni needs the clarification. It's more of a slight downside. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

Zeni helps us with tax filings and bookkeeping - something I do not have time to dedicate to. There are hundreds of transactions each month to go through and review, classify, all which Zeni helps us do. Review collected by and hosted on G2.com.

Response from Melissa Garcia of Zeni

We're glad to hear that Zeni is saving you time and providing fast responses to your questions. We understand that the questions on transactions can be a bit overwhelming at times, but we appreciate your understanding as we strive to provide accurate and thorough bookkeeping services.

Brad H.
BH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

Zeni seems really professional and their systems are purpose built. I like the very helpful people at Zeni. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

We're new customers and so far it's all going really well. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

We looked at five different alternatives and Zeni came out on top for services, pricing, and ease of working. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

Zeni is our new bookkeeper and tax firm. They are making the startup very easy and holding our hands at every step. Review collected by and hosted on G2.com.

Verified User in Retail
PR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

I love that Zeni gives a financial picture in real time, and that my team is always available to answer questions and is even more knowledgable than the CPA and Controller I had before. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I don't dislike anything about Zeni so far, but the sales people were a bit pushy :/ Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

I highly recommend Zeni for any business, especially e-commerce, which comes with it's own set of challenges. If you are looking for a more afforable option than hiring a traditional CPA or in-house, plus real-time financial data, Zeni is the best option I found. Moreover, my assigned Controller is very experienced and is helping to fix issues with our balance sheet that were ignored by my previous team. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

I had an in-house Controller who was managing an outside CPA doing our books. The Controller left and I decided to replace the CPA with a less expensive and more automated option, Zeni. I looked at different software and I loved the AI plus personal support of Zeni the most. Also, I have an e-commerce business, which Zeni specializes in. Review collected by and hosted on G2.com.

AB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

No ball is ever dropped. They follow up until they get what they need from you. You have the benefits of having a real human looking over your books each month, but the efficiency and cost savings of having a software tool for accounting. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

Nothing comes to mind. Zeni is a great company to work with. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

The stress and time of closing our books each month and having updated financial reports. That side of my business is completely handled for me and I have reports anytime i need anything. Review collected by and hosted on G2.com.

Response from Melissa Garcia of Zeni

We are thrilled to hear that you are enjoying the personalized attention and efficiency of our services. Thank you for your kind words!

Robin D.
RD
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

Great statt and easy to understand month end reporting Review collected by and hosted on G2.com.

What do you dislike about Zeni?

Inability to download the list of missing receipts in a CSV/XLS format. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

It's a great, cost-effective way for small teams to manage your accounting, bookkeeping and financial processes. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

Bookkeeping, month end reconciliation, bill payments, etc. Review collected by and hosted on G2.com.

ST
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

The dashboard where I can see all my data Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I don’t like the amount of meetings at the onboarding phase Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

They help me with bookkeeping Review collected by and hosted on G2.com.

JP
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Zeni?

Zeni has a very personable staff and has formed a cohesive team within our ecosystem. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I am very happy with Zeni - really like the service and communication Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

Zeni has a slick dashboard to show you near realtime financial KPI's and has a solid team to perform all aspects of your accounting needs. They are expanding into other channels to help with online banking, credit cards, fractional cfo and payroll services. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

Zeni is providing an outsourced accounting function for our company, they also provide our accounts payable solution Review collected by and hosted on G2.com.