AI accounting and bookkeeping for marketing agencies
Agency accounting.
Know which clients make money.
Battle-tested on 1,000+ companies' books.
Zeni is an accounting firm too. More than 250 of our own accountants, bookkeepers and controllers use this platform every day to close the books for 1,000+ customers, with more than $20 billion in finances processed.¹
Zeni connects your banks, cards and payroll, and our team manages the AI agents and reviews the work. With other AI accounting tools, keeping the agents working is your job.
Results by client
Tag revenue and costs to a class or project and see revenue, OPEX and net income for each client.
Freelancers, paid and tracked
Freelancer bills go through Bill Pay with approvals, and the Vendors view covers vendor spend and 1099 filing.
Pass-through costs, coded
Media buys and other client pass-through costs coded with the AI's reasoning attached.
Cash you can plan around
A 13-week cash forecast from the AI CFO, built from your live books.
An AI Accountant for the books.
An AI CFO for the answers.
The AI Accountant keeps the books current. The AI CFO tells you which clients make money.
Connect your accounts. Get closed books.
Zeni's AI and finance team handle the bookkeeping. You do the work clients pay for.
Connect your accounts
Banks, cards and payroll. Your Zeni team sets up a class or project for each client.
Books stay current
The AI Accountant codes and reconciles transactions as they land.
Zeni closes the books
Zeni's finance team reviews the AI's work and closes the month.
Know which clients make money
Ask the AI CFO for net income by client and a 13-week cash forecast.
What is marketing agency accounting?
Marketing agency accounting is bookkeeping and financial reporting for creative, digital and marketing agencies. It usually means tracking revenue and costs by client, paying freelancers and filing their 1099s, separating pass-through media costs from agency revenue, and managing cash between client payments.
Every entry comes with its reasoning.
Each AI suggestion arrives with its reasoning and confidence. Bills wait for approval before they're paid, schedules wait for sign-off, and nothing changes in a closed period.
AI CFO · answers from live booksKnow which clients make money.
Zeni's AI CFO answers questions on revenue, costs and net income by client from your live books, shows how every number was calculated, and builds a 13-week cash forecast.²
Your agency's month-end close, client by client.
Thought process on every AI callCoded, with the reasoning attached.
Every client payment, freelancer bill and media buy gets a category, class and vendor, plus the reasoning behind it.
Explore transactions →
Prepaid schedule drafted, waiting on your approvalSchedules waiting for sign-off.
Annual software and prepaid contracts become prepaid schedules that post only after approval.
Explore month-end close →
Receipt matched to its charge, on the recordReceipts matched.
Missing receipts are flagged and matched automatically when they're forwarded or uploaded.
Explore receipts →
AI CFO explains the spike: up 167% from SeptemberFlux before you ask.
Month-over-month variances by vendor, category and class, with an AI summary of what changed.
Explore month-end close →
Found 3 statement transactions missing from the booksReconciled to the statement.
Bank and card accounts are reconciled to statements, with missing transactions flagged and entries suggested.
Explore reconciliation →
Every close task has an owner, a due date and time trackedClose tasks with owners.
Assign owners, priorities and due dates to every close task, so you see who owns what while the month is open.
Explore month-end close →Run more of your agency's finance work in one place.
Bill pay
Pay freelancers and vendors with multi-level approvals and invoices read automatically.
Class and project reporting
Report by class or project, including revenue and net income by client.
Explore financial reporting →
Commenting
Comment on any transaction, @mention a teammate and keep the answer on the record.
Explore commenting →What agency owners ask. What the AI CFO answers.
Built for the people who run the agency.
Your team, plus an AI Accountant and AI CFOAgency founders and owners
Owners who want to know which clients make money without doing the books.
- Net income by client
- Cash forecast for the next 13 weeks
- Books closed every month
Operations and finance leads
The people who pay freelancers and own the close, and want the bookkeeping done first.
- Freelancer bills approved before they're paid
- 1099s tracked all year
- Reconciliations drafted for review
Do the work. Keep the books right.
See the AI Accountant and AI CFO on an agency's books.
Agency accounting and AI bookkeeping FAQs.
- Zeni internal figures, October 2026.
- AI CFO is in beta and can make mistakes; check anything important against the books.
See how Zeni's AI bookkeeping and accounting software works for other teams like yours.
