AI professional services accounting
Professional services accounting.
Every project accounted for.
Know which clients and projects make money.
You bill clients, pay contractors and pass through expenses, and the margin lives in the details. Zeni's AI tags spend by client and project as it lands, and our finance team closes the books. The same platform closes the books for 1,000+ customers.¹
Zeni sets everything up for your firm and connects your banks, cards, payroll and billing tools. Our team manages the AI agents and reviews the work. With other accounting software, keeping the agents working is your job. With Zeni, it's ours.
Costs tagged by client and project
Every bill, card charge and reimbursement can carry a class and project, so you see what each engagement really costs.
Billable expenses, flagged
Mark bill line items as billable to a project, so pass-through costs get invoiced instead of absorbed.
Project profitability reports
Run your P&L by class or project to see margin by client, practice area or office, from closed books.
A CFO for partner meetings
Ask the AI CFO which clients drove last quarter's margin or how a new hire changes cash runway.
An AI Accountant for the books.
An AI CFO for the answers.
The AI Accountant keeps your firm's books current all month. The AI CFO turns them into answers.
Connect your firm. Get closed books.
Zeni's AI and finance team handle the bookkeeping in between. You review the numbers and ask the questions.
Connect your stack: link banks, cards, payroll and billing tools, so every client payment and contractor bill lands in the books.
The AI Accountant works the month: it codes spend to the right client and project, matches receipts and reconciles accounts.
Your Zeni team closes and reports: we close the month, review accruals and deliver financials you can run the firm on.
Close work drafted by AI
What is professional services accounting?
Professional services accounting is bookkeeping and reporting for firms that sell expertise: consultants, agencies, architects, law and design firms. It tracks revenue and costs by client and project, separates billable from non-billable spend, and shows margin by engagement. Zeni's AI Accountant codes activity as it lands, and your Zeni team closes the books each month.
Every number comes with its reasoning.
Each AI suggestion arrives with its reasoning and confidence, so you and your Zeni team can see why a contractor bill or software charge landed on a project. Approval rules route bills to the right partner, and nothing changes in a closed period. Change history on every entry keeps reviews simple.
AI CFO · answers from live booksA CFO between partner meetings.
Zeni's AI CFO answers questions on margin, cash and spend by client or project from your live books, shows how every number was calculated, and builds a 13-week cash forecast,² so partner meetings start from numbers you trust.
Your firm's month-end close, in one workspace.
Thought process on every AI callCoded, with the reasoning attached.
Every client payment, contractor bill and software charge gets a category, class and vendor, plus an explanation of how the AI decided.
Explore transactions →
Prepaid schedule drafted, waiting on your approvalSchedules that post themselves.
Prepaid software, fixed asset and accrual schedules are built and maintained automatically, and every entry waits for approval before it posts.
Explore month-end close →
Receipt matched to its charge, on the recordNever chase a receipt again.
Zeni flags every travel or card charge missing a receipt, gives your team one place to upload or email them, and matches each receipt to its charge.
Explore receipts →
AI CFO explains the spike: up 167% from SeptemberCatch the swing before your partners do.
Month-over-month variances by vendor and department, with a drill-down into contractor and travel trends and an AI CFO summary of what changed.
Explore month-end close →
Found 3 statement transactions missing from the booksMatched to the bank, to the penny.
Zeni compares each statement to the cleared balance, finds transactions missing from the books, and suggests the entries to create.
Explore reconciliation →
Every close task has an owner, a due date and time trackedSee who owns every close task.
Every close task has an owner, a priority and a due date, so your operations lead can see where the month stands before partner meetings.
Explore month-end close →Run more of your firm's finance work in one place.
Invoicing
Invoice clients, track payments and follow up on past-due invoices automatically, with AR aging on your dashboard.
Task management
Give every close task an owner, a priority and a due date, so your operations lead sees who owns what.
Explore month-end close →
Commenting
Ask a partner about a receipt or a client charge right on the transaction, @mention them, and keep the answer on the record.
Explore commenting →What firm leaders ask. What the AI CFO answers.
Built for the people who run the firm.
Your team, plus an AI Accountant and AI CFOFounders and managing partners
Leaders of consulting firms, agencies and practices who want clear numbers without hiring a full finance team.
- Know cash, revenue and margin any day of the month
- See which clients and projects are profitable
- Tax-ready books at year-end
Operations and finance leads
The people who keep the firm running and need a fast close and reports they don't rebuild.
- Costs tagged by client and project
- Bill approvals routed to the right partner
- Flux analysis that explains every change
Serve your clients. Keep the books right.
See the AI Accountant and AI CFO on a professional services firm's books.
Professional services accounting 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.
See how Zeni's AI bookkeeping and accounting software works for other teams like yours.
