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Leisha D.

11/18/2025

"Dependable Accounting with Stellar Support and Pricing"

5/5

What do you like best about Zeni?

I appreciate Zeni's pricing, which was significantly better than my previous vendor, providing much-needed financial relief to my struggling business. The AI integration in Zeni's software greatly enhances our accounting processes, improving both reporting and response time. I value the cleanliness and ease of use of the software, as it makes our operations more efficient. The staff at Zeni is fantastic, offering great responsiveness and expertise in the field, which encourages me to continue our partnership. Overall, Zeni's services have provided a dependable, efficient, and cost-effective solution for our accounting needs. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

no Review collected by and hosted on G2.com.

Craig C.

Chief Executive Officer

Small-Business (50 or fewer emp.)

7/8/2025

"Love Zeni and the service they provide!"

5/5

What do you like best about Zeni?

What I like best about Zeni.AI is that it provides real-time financial visibility, automates my bookkeeping, and centralizes all financial operations—from bill pay to tax support—into one streamlined platform. It combines the speed and accuracy of AI with the strategic insight of a dedicated finance team, giving me peace of mind and freeing up time to focus on growing the business. With Zeni, I always know where my finances stand, and I no longer have to worry about compliance, reporting delays, or managing multiple vendors. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

What I like least about Zeni.AI is that it’s primarily tailored for U.S.-based companies, which limits flexibility for international operations or compliance with global standards like GDPR. The platform can also be relatively expensive for very early-stage startups, and while the AI is powerful, there are occasional limitations in how it handles unique or complex transactions—sometimes requiring manual intervention or follow-up with the support team. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

If you’re considering using Zeni.AI, take full advantage of its real-time dashboard and automation features from day one—it’s a huge time-saver. Make sure to set up clear financial categories early to help the AI learn faster and reduce manual corrections. Regularly communicate with your assigned finance team; their insights can be incredibly valuable during fundraising or strategic planning. Also, use Zeni for more than just bookkeeping—tap into their forecasting, tax support, and fractional CFO services as your business grows. Finally, ensure your team is trained on how to upload receipts and tag expenses properly to keep everything clean and audit-ready. Review collected by and hosted on G2.com.

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

Key benefits that I see are the following:

1. Eliminates need for a large internal finance team

2. Automates routine workflows and compliance

3. Provide real-time insights into our cash position, runway, and expenses

4. Helps answer investor questions quickly with accurate, current data

5. Increased Financial Accuracy and Control. Helps reduce any errors.

6. Impressive, centralized platform

7. Peace of mind as it helps me with being in compliance, audits, taxes and reconciliations.

8. Great team of experts that comes with the service. Review collected by and hosted on G2.com.

Response from Madison Carsey of Zeni

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Hi Craig,

Thank you for sharing such a thoughtful review — we’re thrilled that Zeni’s real-time visibility, automation, and all-in-one platform have helped streamline your financial operations. We also appreciate your feedback on international support and early-stage pricing. Expanding global capabilities and enhancing edge-case AI handling are key areas we’re actively working on.

Thanks for trusting Zeni with your finance operations!

— The Zeni Team

frank c.

CEO

Mid-Market (51-1000 emp.)

5/20/2025

"Great finance partner - great for small and mid sized companies who are rapidly scaling"

5/5

What do you like best about Zeni?

Definitely feel like i get value for what they cost our business on a monthly basis.

Great dashboard and interface.

easy team to work with. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

use of offshore resources in southeast asia can sometimes create a small delay/lag in response times during the day but it has never been an issue in the three years i've used them at our company. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

If you don't know what you need, start small and expand your service set as your requirements change. You can do this on an as needed basis. They have an account manager that checks in on your usage/future needs on a quarterly basis (which is helpful)

we have approx. quintupled the services/resources we use on a monthly basis since we first engaged with them. Review collected by and hosted on G2.com.

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

They oversee our entire finance function (AR, AP, billing, closing month/year, taxes, etc)

What is great about zeni is their ability to add resources as our needs and complexity increases. Review collected by and hosted on G2.com.

Response from Madison Carsey of Zeni

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Hi Frank,

Thank you for the great feedback! We're glad Zeni’s value, dashboard, and team have been helpful for your business. We appreciate your note on response times and are always working to improve coverage. Thanks for being a customer these past three years!

— The Zeni Team

Verified User in Computer Software

Small-Business (50 or fewer emp.)

1/12/2026

"Effortless Bookkeeping and Insightful Dashboard"

4/5

What do you like best about Zeni?

The dashboard provides a wealth of information, and they handle all the heavy lifting, making it simple to create monthly management reports. Bookkeeping is seamless as well. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I haven't experienced any drawbacks so far; their bookkeeping service has been effective. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

Zeni manages routine bookkeeping tasks efficiently, and you are assigned a controller who meets with you regularly to assist with interpretation and oversight. The availability of up-to-date financial dashboards displaying cash flow, burn rate, and KPIs is extremely useful, as is the option to generate reports whenever needed. Review collected by and hosted on G2.com.

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

Bookkeeping and tax services Review collected by and hosted on G2.com.

Eric A.

Owner

Internet

Small-Business (50 or fewer emp.)

5/8/2025

"Zeni's talented team and smart AI help me grow the business and rest easy"

5/5

What do you like best about Zeni?

The ease of use and the fact that I have a team of talented people at Zeni. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I have no dislikes. It's not less expensive than my prior bookkeeper, but way more valuable because of the time it frees up, and the team of experts watching my books and reviewing them with me. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

Consider the amount of time you spend with finances versus running or growing your business. Personally, I have spent collective hours every month saving receipts, answering emails, uploading files, downloading statements, and all that busywork.

Zeni has eliminated so many steps through intelligent QuickBooks Plus connections and smart software and it leaves me with a clear, easy-to-understand dashboard that can help me see our financials and make decisions more quickly and intelligently.

Personally, I like numbers, but have a ton of things to do to drive my business forward, so hiring Zeni to take care of the books and provide expert guidance and advice was a no-brainer. Review collected by and hosted on G2.com.

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

Zeni is solving a huge problem for me: the chaos and complexity of managing my finances.

It’s like having a full, talented finance team—without the hassle of hiring and managing one. I get intelligent, frequent updates and a dashboard that gives me a crystal-clear overview of the metrics that matter most.

The best part? I can stay focused on my core strengths, knowing that both seasoned pros and AI are keeping my books in top shape. Honestly, I sleep easier at night because of Zeni. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

3/15/2024

"Comprehensive Technology and Service Stack"

5/5

What do you like best about Zeni?

I've also found the AI improvements to be incredibly beneficial with respect to classifying transactions. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I don't see anything that Zeni can improve upon at this time. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

We replaced Bill.com for Zeni and never looked back. If you have a lean team, but need to run it like a massive team, then Zeni is a great option! Review collected by and hosted on G2.com.

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

Zeni is helping to eliminate an archaic accounting tech stack and filling it with great bookkeeping and fractional CFO services. Review collected by and hosted on G2.com.

Daniel L.

President and COO

Computer Software

Small-Business (50 or fewer emp.)

3/28/2025

"A welcome change for accounting for small companies! Zeni cares and delivers!"

5/5

What do you like best about Zeni?

Dashboard is quick, intuitive and keeps me out of QBO/QB Desktop, which I despise. I enjoy the clarity it brings and bi-directional updates it provides. I also get clear budgeting/forecasting tools so that I can begin planning further out than the narrow 3-month or 6-month standard. I can get more insight into the overall picture quickly and have help with concepts that are new for me (without a strong financial/accounting background). Review collected by and hosted on G2.com.

What do you dislike about Zeni?

Dashboard could be a little more flexible. I'm not yet able to use some of the additional built-in features and they take up space on the dashboard. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

Do try it! If you want to save some money, consider working through their partnership with Mercury to get you started, as I did. They can be flexible, particularly if you have a tiny startup that is cash-strapped. Review collected by and hosted on G2.com.

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

I had a lack in understanding of our business accounting and this led to clarity and helpful understanding of areas that need to be cleaned up, simplified and standardized. I do find their approach a helpful one for a busy startup leader and the quick turnaround time in getting on a Zoom call helps us to make progress in dealing with our finances and getting a sense of our P&L and cash burn and runway. Review collected by and hosted on G2.com.

jennifer f.

Small-Business (50 or fewer emp.)

5/14/2025

"Zeni for the Win!!!"

5/5

What do you like best about Zeni?

What i love the most about Zeni, is there ability to have someone available to help us with our account, such as Khatizia. We love her. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I don't really think i have anything that i dislike. Perhaps that some of the useful help is not available 25/8 Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

I would reccomend others to not only consider their bill pay feature, but also their account management services. It is a great investment! Review collected by and hosted on G2.com.

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

Zeni has helped our small buisness thrive!! from streamlining our expenses to our bills, it has proven to be worth all our money. The best part about it, is that we have simplified our processes and the outcome has been great! We no longer have to worry about accepting and processing duplicate bills. Review collected by and hosted on G2.com.

Verified User in Retail

Small-Business (50 or fewer emp.)

11/4/2024

"Love my Assigned Controller and Team"

4.5/5

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 knowledgeable than the CPA and Controller I had before. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

The only problems I have are some glitches with the Bill Pay (which I won't use because of the glitches) and with the reporting. Overall, the best part about Zeni is my assigned team. 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 affordable 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. Margaret, our Controller, is excellent and meets with us weekly. Review collected by and hosted on G2.com.

Darren F.

CEO • Co-Founder

Marketing and Advertising

Small-Business (50 or fewer emp.)

1/31/2025

"Finally, an accounting team that actually cares"

5/5

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.