What is Zeni?
Zeni is an AI-powered finance platform for startups and growing businesses. It combines bookkeeping, bill pay, reimbursements, business banking, and spend management in one dashboard — with AI handling the categorization, reconciliation, and reporting that typically requires a full finance team.
Your dedicated Zeni finance team works alongside the platform to review your books, answer questions, and keep everything accurate.
What’s included
Depending on your plan, Zeni includes:
- AI bookkeeping — automated transaction categorization and monthly close
- Bill Pay — upload invoices, route approvals, and pay vendors via ACH
- Reimbursements — employee expense submissions, approvals, and ACH payouts
- Business Checking — high-yield checking with AI-powered transaction sync
- Cards — business credit cards with real-time categorization
- Treasury — automated cash management and yield optimization
- Reports — real-time financial reporting including P&L, burn, and runway
How onboarding works
- Submit your application — Zeni reviews your business details and account requirements.
- Connect your accounts — Link your existing bank accounts, credit cards, and any accounting software.
- Invite your team — Add team members and assign roles so the right people have the right access.
- Review your dashboard — Your Zeni finance team sets up your books. You’ll see transactions start populating within a few days.
- Enable additional products — Turn on Bill Pay, Reimbursements, or Checking from your dashboard as needed.
What to do first
Once you have access, start here:
- Invite your team — Add any colleagues who need dashboard access
- Connect your bank accounts — Link all accounts you want Zeni to track
- Review your chart of accounts — Confirm categories match your business
Note: Your Zeni onboarding specialist will guide you through setup. If you have questions at any point, reach out via the chat in your dashboard or email your dedicated finance team.
