About us

Changing the future of finance, one startup at a time

Zeni eliminates slow, fragmented financial processes and brings all of your financial operations under one roof.

Our Story

Built for fast-growing startups

Swapnil and Snehal Shinde created Zeni to bring real-time insights to startup founders by streamlining all business financial operations into a single platform.

After starting and selling their first two businesses, Swapnil and Snehal experienced firsthand the blind spots that came from lack of financial clarity, slow month-end bookkeeping, and manual error-prone processes.

No matter what they tried, they were always weeks behind in course-correcting any issues that surfaced from monthly reports. They knew that founders focused on their businesses daily, and their financial operations deserved the same attention.

Thus Zeni was born – the only complete Financial Operations Platform to transform how you run your business and power high-velocity decision-making. We do this using a seamless blend of artificial intelligence and human finance experts to perform daily bookkeeping and manage every financial need of a startup.

Now startup founders have real-time access to key financial insights for the first time ever!

Welcome to the future of finance.
Core Values

Reimagining financial values

We believe that all founders and startup leaders should have absolute confidence and peace of mind in their decisions. These are the values that guide this belief. 

Excellence

We produce high-quality, accurate work so that you can deliver excellence back into yours. We ensure not only our AI is accurate but that a dedicated finance expert is always in the game.

Guidance

Expect deep insights and uncomplicated finance education. Whether making budget decisions or showing your board quarterly numbers, you’ll feel supported and confident speaking to your financial health.

Integrity

We build real relationships centered around trust and honesty. No matter what the scenario or state of your finances, you’ll always get sincere and reliable feedback and direction.

Harmony

Life should be balanced. That starts with bringing all the pieces of your financial operations into a single place. Cut out the noise and run your business with less stress.

EXECUTIVE TEAM

The faces behind Zeni

Swapnil Shinde

CEO & Co-Founder

Snehal Shinde

CPO & Co-Founder

Arman Zand

Chief Financial Officer

Megan Prince

VP of Sales

Mangesh Garud

VP of India Operations

Sunil Chandurkar

VP of Engineering

Ben Ashworth

VP of Marketing

Scott Whitehead

VP of Strategy & Partnerships

FAQs

How do I create a budget for my company?

To create a budget for your company, begin by gathering financial data and setting clear financial goals. Then, project your revenue and expenses, create a budget template, monitor regularly, and make adjustments as needed.

How do you create a budget for beginners?

For beginners, start by collecting historical financial data, setting clear financial goals, and using software to create a simple budget template. Consult with experienced financial experts to ensure you’re not missing any important data.

What is included in a company budget?

A company budget typically includes revenue projections, expense categories, capital expenditures, and, if necessary, debt servicing. It also often includes a cash flow projection.

What is the best way to create a budget?

To create a budget, start by estimating your initial and ongoing expenses, including rent, salaries, equipment, and marketing costs. Next, project your revenue based on realistic sales forecasts and pricing strategies. Finally, continually monitor your budget, adjust it as necessary, and be prepared to adapt to changing circumstances as your startup evolves.

Budgeting
Does Zeni support international payments?

Yes. Zeni can assist in administering international payments by leveraging the appropriate tools from your finance stack, or suggesting new tools best suited for your needs.

We don't use Quickbooks Online. Can we still use Zeni?

Yes, we will work with you to migrate your data from your current accounting software over to Quickbooks Online.

How can I access Zeni?

Zeni customers can access Zeni via email or the mobile web and online Zeni Dashboard. Each customer is assigned a unique email alias to communicate directly with its dedicated Zeni finance team, where questions and requests can be exchanged. Additionally, all Zeni customers have access to their Zeni Dashboard on desktop and mobile web, where they can access real-time financial insights and data.

What does the Zeni onboarding process entail?

Start to finish, the Zeni onboarding process takes about 30 minutes to complete via a Zoom video call. We'll request you share your screen, and then walk you through the various points of read-only account access required to get Zeni up and running (e.g. banks, credit cards, Quickbooks Online, payroll provider, payment processor, etc.).

Once we have access to your accounts and make any recommended updates to your chart of accounts, your Zeni Dashboard will be activated — typically within one week of joining Zeni. Your Zeni Finance Concierge email is set-up prior to onboarding and ready for use immediately.


What are the hours of Zeni's Finance Concierge? How quickly should I expect a response?

The Zeni Finance Concierge is fully-staffed Monday through Friday, 9:00 am to 6:00 pm PST. We aim to complete requests within two hours, or will otherwise respond with an anticipated timeline for completion.

Working with Zeni
Will Zeni help with board meeting prep and presentations?

Yes! This is included as part of our CFO Plan. Learn more about our plans and pricing here.

What is included in Zeni's CFO Plan?

Zeni offers a full suite of CFO Services as part of our CFO Plan, which includes the following key activities. As with all Zeni plans, the Zeni CFO plan is available for a flat monthly fee based on monthly expenses. Visit our pricing page for more details.

  • Financial Planning & Analysis (FP&A), including scenario modeling
  • Budgeting and tracking (compare actuals vs planned)
  • Monthly business review of KPIs (eg: ARR, CAC, LTV, Net Retention, EBITDA)
  • Board meeting finance presentations (remote)
  • Coordination with 409A provider
  • Board deck guidance
  • Due diligence and fundraising preparation
CFO Services
Is sales tax liability included in Zeni Tax services?

Zeni does not handle sales tax, but we can refer or recommend a partner who can help.

Does Zeni help with the R&D Tax Credit?

Yes, Zeni Tax Plan customers are eligible to request their R&D tax credit. Zeni will charge a 20% fee on R&D Tax Credits reported on the tax return.

Are annual taxes included in my Zeni subscription fee?

No. Zeni offers tax services for a flat annual fee starting at $2499/year. The Zeni Tax plan includes federal, state, and local tax returns, R&D Tax Credit, and support of ongoing tax and compliance needs throughout the year.

What are the 2023 tax deadlines?

Pertinent tax-related filing deadlines for U.S.-based companies in 2023 (2022 tax year) are summarized below:

  • W-2 and 1099-NEC: January 31 (IRS and recipient)
  • 1099-MISC: January 31 (recipient), February 28 (IRS copy)
  • File 940/Form 941, Form 1095-B: February 28 (payroll provider/insurance carrier should provide)
  • DE Franchise Tax: March 1
  • Federal and State Corporate Tax: April 18 (if R&D payroll tax credit form is filed, the credit is received in the subsequent quarter)
  • Federal Quarterly Estimated Payment (2023 income taxes): April 18
  • DE Franchise Tax Estimated Payment (40%, if applicable): June 1
  • Federal Quarterly Estimated Payment (2023 income taxes): June 15
  • DE Franchise Tax Estimated Payment (20%, if applicable): September 1
  • Federal Quarterly Estimated Payment (2023 income taxes): September 15
  • DE Franchise Tax Estimated Payment (20%, if applicable): December 1
  • Federal Quarterly Estimated Payment (2023 income taxes): December 15
Taxes
How much time do you devote to my account?

We spend as much time as needed to get the job done. We do not charge clients on an hourly basis, so all of the time spent servicing your business — human, or otherwise — is included in the flat monthly subscription fee.

What qualifications do the Zeni Finance Experts have?

The Zeni Finance Team is made up of Accountants, Chartered Accountants (CA) Certified Public Accountants (CPA), Tax Advisors and Chief Financial Officers (CFO) with a collective 100+ years of experience. Beyond their respective degrees and years of experience, each Zeni Finance Expert has completed certifications for the core accounting and financial services used at Zeni (Quickbooks Online, Bill.com, Expensify, etc.).

Who is entering the transaction level data into Quickbooks?

Zeni is a full-service platform, where everything is managed by our in-house team of certified accounting experts. Entries into Quickbooks are made by a blend of human financial experts in collaboration with our AI-powered technology platform to deliver 100% accurate books.

What is the Zeni Finance Concierge?

Rather than having to juggle different contacts for different requests, the Zeni Finance Concierge serves as a single point of contact to reach your dedicated team of Zeni Finance Experts (bookkeepers, CA/CPAs, CFOs, Tax Advisors). Customers can email their dedicated <company>@zeni.ai email address with questions or requests, or request a call with our finance team at any point in time.

Chat support via the Zeni Dashboard and Slack coming soon.

Does Zeni handle transaction categorizations and receipt management?

Yes! We review, update, and fix every transaction categorization on a daily basis, and ensure receipts are properly attached within your accounting software. Zeni also manages all receipts for you in a central Google Drive location.

Finance Concierge
Does Zeni use Cash Basis or Accrual Basis Accounting?

Zeni defaults to using accrual basis accounting, but can work with companies who require cash basis accounting.

Is support available to all Zeni customers?

Yes! All customers have access to their dedicated Zeni Finance Concierge 24/7 and can schedule Zoom calls with our team of finance experts as necessary for no additional fee.

Does Zeni provide HR and payroll assistance?

Zeni currently offers a payroll manager service to administer all aspects of payroll for your company. We do not have formal HR services beyond this.

Does Zeni offer flexible subscription payment options?

Yes. We offer flexible subscription payment options, including monthly and annual (upfront) payment terms. All Zeni subscriptions auto-renew at the end of one-year period unless cancelled prior to renewal.

Does Zeni handle bill pay & invoicing on behalf of my company?

Yes, bill pay and invoicing services are available to customers using Zeni's Full Service and/or Professional Plans. Learn more about our plans and pricing here.

Pricing
Does Zeni help manage payroll?

With our Payroll Manager add-on, Zeni will manage several administrative tasks related to maintaining a compliant and up-to-date payroll system for your business, including:

  • Employee onboarding and termination. Coordinate full-time and contract hires on and off of your payroll system, including DnB registration.
  • Maintain compliance across all states and jurisdictions. Register business as an employer in new states and jurisdictions, respond to state and local agency's requests for information and report contractors per state requirements.
  • Day-to-day payroll system management. Advise and coordinate the setup of new payroll software (as needed); submit payroll, respond to employee inquiries, workers' compensation audit management, and more.

Pricing for Zeni's Payroll Manager Service is based on the number of full-time U.S.-based employees and contractors of your company.

Payroll Manager Service
What types of companies does Zeni work with?

We specialize in working with early- to growth-stage technology startups based in the United States across virtually every vertical — SaaS, B2B, e-commerce, education, healthcare, gaming, B2C, and more.

Is the Zeni Dashboard available to all customers?

We specialize in working with early- to growth-stage technology startups based in the United States across virtually every vertical — SaaS, B2B, e-commerce, education, healthcare, gaming, B2C, and more.

What does the Zeni onboarding process entail?

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What are the hours of Zeni's Finance Concierge? How quickly should I expect a response?

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What integrations does Zeni support?

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What types of companies does Zeni work with?

We specialize in working with early- to growth-stage technology startups based in the United States across virtually every vertical — SaaS, B2B, e-commerce, education, healthcare, gaming, B2C, and more.

Is the Zeni Dashboard available to all customers?

Is the Zeni Dashboard available to all customers?

What does the Zeni onboarding process entail?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

What are the hours of Zeni's Finance Concierge? How quickly should I expect a response?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

What integrations does Zeni support?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

What types of companies does Zeni work with?

We specialize in working with early- to growth-stage technology startups based in the United States across virtually every vertical — SaaS, B2B, e-commerce, education, healthcare, gaming, B2C, and more.

Is the Zeni Dashboard available to all customers?

Is the Zeni Dashboard available to all customers?

What does the Zeni onboarding process entail?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

What are the hours of Zeni's Finance Concierge? How quickly should I expect a response?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

What integrations does Zeni support?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Discover Zeni for yourself

We know every startup is different, which is why our experts get to know you and your business first. We connect you directly with a Zeni Financial Expert for a personalized 30-minute discovery call so we can make sure we’re meeting your specialized needs.