CoSupport AI
What is Zeni?
Zeni revolutionizes financial operations by combining artificial intelligence with human expertise to deliver comprehensive bookkeeping and financial management solutions. The platform features AI-driven receipt analysis, automated reconciliation, and real-time financial insights through a unified dashboard.
With services spanning from daily bookkeeping to fractional CFO support, Zeni provides businesses with automated bill payments, reimbursements, business checking accounts, and credit card management. Each client receives support from a dedicated finance team, including controllers, accountants, and financial experts who leverage AI technology to deliver strategic financial guidance.
Features
- AI Bookkeeping: Automated receipt analysis, reconciliation, and transaction optimization
- Dedicated Finance Team: Access to controllers, accountants, and financial experts
- Real-Time Dashboard: Custom insights for burn rate, cash flow, and financial metrics
- Automated Bill Pay: AI-powered invoice processing with same-day ACH
- Business Banking: High-yield checking accounts with up to 3.73% APY
- Expense Management: Automated reimbursements and receipt processing
- Multi-Entity Support: Management of multiple business locations
- Custom Financial Reports: P&L statements, balance sheets, and cash flow analysis
Use Cases
- Pre-revenue startup financial management
- Growth-stage company bookkeeping
- Multi-entity business accounting
- International vendor payments
- Employee expense management
- Board meeting preparation
- Tax planning and compliance
- Financial modeling and forecasting
FAQs
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What types of businesses does Zeni work with?
Zeni specializes in working with early- to growth-stage technology startups based in the United States across various verticals including SaaS, B2B, e-commerce, education, healthcare, gaming, and B2C. -
What integrations does Zeni support?
Zeni integrates with QuickBooks Online Plus, Avalara, Plaid, Stripe, PayPal, and Square. -
How long does the onboarding process take?
The Zeni onboarding process takes approximately 30 minutes to complete via a Zoom video call, with dashboard activation typically occurring within one week of joining. -
What qualifications do Zeni's finance experts have?
The Zeni Finance Team consists of Accountants, Chartered Accountants (CA), Certified Public Accountants (CPA), Tax Advisors, and Chief Financial Officers (CFO) with over 100 years of collective experience.
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