Getting Started

New to Zeni? Start here. Learn how to set up your account, connect your banks, invite your team, and navigate your dashboard.

A guide to the Zeni dashboard — the home screen, left navigation, summary cards, and Settings.

A breakdown of Zeni's default user roles — what each role can access and how to change a user's role.

How to add team members to your Zeni account, assign roles, resend invites, and remove users.

How to link your bank accounts and credit cards to Zeni for automatic transaction import and bookkeeping.

A complete overview of the Zeni platform — what's included, how onboarding works, and what to do first.