Software for bookkeepers.
More clients, same hours.
Built by the bookkeepers who use it every day.
Zeni's own team of 250+ accountants, bookkeepers and controllers uses this platform daily to close the books for 1,000+ customers. It's how our firm doubled revenue with no added headcount costs.¹
Zeni sets up the platform for your practice and connects each client's QuickBooks Online file and bank feeds. Our team manages the AI agents, and you keep the clients.
Connect your clients. Review instead of re-key.
The AI does the first pass. You approve what it can't decide.
Connect each client
Link each client's QuickBooks Online file and bank feeds. Zeni handles setup with you.
Coded and matched
The AI Accountant codes transactions and chases missing receipts.
Review and close
Clear the review queue, approve schedules and check the reconciliations.
Send the books
Deliver each client's books and answer their questions with the AI CFO.
An AI Accountant for the books.
An AI CFO for the answers.
The AI Accountant does the data entry. You do the review.
Transactions coded for you
High-confidence transactions are categorized automatically; the rest wait in a review queue.
Receipts chased for you
Missing receipts are flagged, and clients forward them by email to be matched.
Reconciliations prepared
Bank statements are parsed and compared to the books, with missing items flagged.
Every client in one login
Switch between client companies with role-based access for your team.
How can bookkeepers use AI?
Bookkeepers use AI to automate transaction categorization, receipt matching and bank reconciliation, the repetitive work that eats most of the month. The bookkeeper's job shifts from data entry to review: checking the AI's work, fixing exceptions and keeping clients' books accurate.
Every AI call comes with its reasoning.
Each suggestion shows why it was made and how confident the AI is. Low-confidence items go to your review queue, and nothing changes in a closed period, so the books stay the way you closed them.
AI CFO · answers from live booksAnswer client questions in seconds.
Ask the AI CFO a client's question about cash or spending and get the answer from their live books, with a chart and the math shown,² so your time goes to the books, not the inbox.
Every client's month, prepared for you.
Thought process on every AI callCoded, with the reasoning attached.
Every transaction gets a category, class and vendor, plus the reasoning and confidence.
Explore transactions →
Prepaid schedule drafted, waiting on your approvalVendor cleanup suggested.
When a vendor looks wrong, the AI proposes the fix with one click to accept.
Explore month-end close →
Receipt matched to its charge, on the recordReceipts matched.
Missing receipts are flagged, and forwarded receipts are matched to their transactions.
Explore receipts →
AI CFO explains the spike: up 167% from SeptemberChanges explained.
Month-over-month variances by vendor and category, so you can spot a miscoding fast.
Explore month-end close →
Found 3 statement transactions missing from the booksReconciliations prepared.
Statements are parsed and compared to the books, with missing transactions flagged.
Explore reconciliation →
Every close task has an owner, a due date and time trackedTrack every client's close.
A Confidence Score per client shows how close each month is to done.
Explore month-end close →More of the practice's work, in one place.
Transaction splits
Split transactions across categories without leaving Zeni.
Task management
Give every close task an owner and a due date across your team.
Explore month-end close →
Commenting
Ask a client for a receipt or memo right on the transaction and keep the answer on the record.
Explore commenting →What clients ask. What the AI CFO answers.
Built for bookkeepers and bookkeeping practices.
Your team, plus an AI Accountant and AI CFOBookkeeping practice owners
Practice owners who want to take on more clients without hiring more staff.
- More clients per bookkeeper
- One login for every client
- Review queues instead of data entry
Bookkeepers on a team
Bookkeepers who'd rather review and fix exceptions than key in transactions.
- Transactions coded before you start
- Receipts matched automatically
- Reconciliations prepared for review
Take on more clients. Not more hours.
Talk to our firm team and see the AI Accountant on books like your clients'.
Software for bookkeepers FAQs.
- Zeni internal figures, October 2026, and customer results from Zeni's published case studies.
- AI CFO is in beta and can make mistakes; check anything important against the books.
