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.

Yes! All Zeni customers have full access to the Zeni Dashboard as part of their monthly subscription fee.

Yes. Zeni applies GAAP to our client's accounting transactions in accordance with the stage of the company.

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.

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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.

Zeni is designed to integrate with your entire finance stack, featuring out-of-the-box integrations with the banks and tools used widely by startups and small businesses.

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• ‍Banks & Credit Cards: All major U.S. banks and credit card providers via PLAID integration‍
• Accounting/Bookkeeping: Quickbooks Online*‍
• Payroll/HR: Gusto, Trinet, JustWorks, Rippling, ADP, Zenefits, and other leading providers‍
• Bill Pay & Invoicing: Bill.com, SVB Bill Pay, Melio, Quickbooks, Plooto, and other leading providers‍
• Revenues: Stripe, Square, PayPal, and other leading providers‍
• E-commerce: Shopify and other leading providers‍
• Tax: Alavara, Taxify, and other leading providers‍
• Expenses & Employee Reimbursements: Expensify, Divvy, and other leading providers

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*At this time, Zeni's only accounting software integration is Quickbooks Online.

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

Zeni currently service companies headquartered in the United States. For companies with foreign subsidiaries, Zeni consolidates monthly financial reporting for an additional fee.

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.

Zeni offers advanced, bank-grade protection of all of our customers' data and information. All network connections use military-grade 256-bit SSL/TLS encryption and ECDHE_RSA Key Exchange Algorithm. For more info please visit our Security page here.

Every customer is onboarded to Zeni as a unique tenant, with data securely siloed in separate data partitions in the cloud and never shared with anyone else. We encrypt your data over the wire before its even stored in the database so ensure it is ultra-secure at all times.

All Zeni employees are full-time and have signed a non-disclosure agreement at the onset of their employment with Zeni. None of our bookkeeping and accounting work is outsourced, and we do not hire consultants or part-time workers.

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.

Zeni customers' books are closed and delivered within one week of month end. Each customer receives a CFO Insights Report via email which summarizes all your key financial metrics (burn, runway, cash in the bank, operating expenses, cost of sales, revenues, etc.), with your formal monthly P&L Statement, Balance Sheet and Cash Flow Statement attached.

The Zeni Finance team is split between the U.S. and India. When you work with Zeni, you are typically assigned a finance team that looks like this:

• U.S.: Finance Head (Controller / Director of Finance)
• U.S.: Temp CFO
• U.S.: Tax Advisor
• U.S.: Payroll Manager
• India: Accounting Lead
• India: Bookkeeper
  

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.

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.

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.).

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.

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.

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.

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.

Pertinent tax-related filing deadlines for U.S.-based companies in 2021 are summarized below:

• W-2 and 1099-NEC: February 1 (IRS and recipient)
• 1099-MISC: Feb 1 (recipient), March 31 (IRS copy)
• File 940/Form 941, Form 1095-B: February 1 (payroll provider/insurance carrier should provide)
• DE Franchise Tax: March 1
• Federal and State Corporate Tax: April 15 (if R&D payroll tax credit form is filed, the credit is received in the subsequent quarter)
• Federal Quarterly Estimated Payment (2021 income taxes): April 15
• DE Franchise Tax Estimated Payment (40%, if applicable): June 1
• Federal Quarterly Estimated Payment (2021 income taxes): June 15
• DE Franchise Tax Estimated Payment (20%, if applicable): September 1
• Federal Quarterly Estimated Payment (2021 income taxes): September 15
• DE Franchise Tax Estimated Payment (20%, if applicable): December 1
• Federal Quarterly Estimated Payment (2021 income taxes): December 15

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

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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

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

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.

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.

Zeni offers three tiers of plans — Full Service, Professional Plan, and Enterprise Plan — for a flat monthly subscription fee. Fees are determined by your company's monthly expenses, and pricing automatically scales up or down based on the average of your past two months' expenses. No hourly billing, no surprises. Visit our pricing page for more details.

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.

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

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.

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.