AI-powered bookkeeping packages with dedicated expert support

"Best finance decision we've ever made"
Nate Call
CEO, Quality Manager

AI Bookkeeping

Update your books daily, access real-time insights, and receive a dedicated finance team — all on a single AI platform.

Starter
Starting at 
$549
$
494
/Monthly*
(Billed Annually)

Basic AI Bookkeeping For Pre-Revenue Companies + Dedicated Finance Team

Get a demo
Growth
Starting at 
$799
$
719
/Monthly*
(Billed Annually)

Advanced AI Bookkeeping For Revenue Companies + Dedicated Finance Team

Get a demo
Enterprise
Custom Pricing*

Custom AI Bookkeeping For Complex Companies + Dedicated Finance Team

Get a demo

*Pricing based on bookkeeping complexity, monthly expenses, and annual revenue

All Plans Include
AI Bookkeeping
Gain real-time financial visibility and actionable insights with software that gets smarter over time.
AI Bill Payments
Automate bill processing, streamline approval workflows, and make ACH vendor payments for free.
AI Reimbursements
Auto-capture receipts, simplify approvals, and make same-day ACH reimbursements for $0.
AI Business Checking Accounts
Earn 3.34% APY on your cash reserves and insure them with $3M of FDIC coverage.
With A Dedicated Finance Team

With the day-to-day bookkeeping tasks automated by AI, your team of experts is free to focus on financial analysis, business strategy, and personalized guidance.

Controller
Bookkeeping Manager
Bookkeeping Analyst

Fractional CFO

With our Fractional CFOs, you can expect guidance on financial modeling and budgeting, fundraising, board meeting prep, and day-to-day operations.

CFO Starter
Starting at 
$1500
$
1350
+$2,000 setup fee
/Monthly
(Annual Contract)
  • Annual Budgeting
  • Budget vs. Actual Analysis
  • 12 Month Cash Flow Forecast
CFO Growth
Starting at 
$2900
$
2,610
+$6,000 setup fee
/Monthly
(Annual Contract)
Everything in CFO Lite, plus:
  • Financial Model & Dynamic Scenarios
  • Monthly Model Update
  • Executive Summary
  • 6 Hours of Advisory and Support
  • KPIs Tracking
CFO Enterprise
Custom Pricing
Everything in CFO Growth, plus:
  • Budgeting and Financial Modeling
  • Management Reporting Package
  • Detailed Cash Flow Projections
  • Metric Benchmarketing
  • Quarterly Board Meeting Prep
  • Fundraising Support
  • Ad-hoc Strategic Projects

Taxes

Our dedicated team of tax advisors handle everything from regular filings to avoiding penalties and snagging your business maximum credits.

Tax Starter
$2,499
/Annually

Taxes for
Pre-Revenue Companies

Tax Growth
$3,899
/Annually

Taxes for companies
generating revenue up to $500K

Tax Enterprise
Custom Pricing

Taxes for companies
generating revenue over $500K

Get a demo
All Plans Include
Tax Concierge
Federal Income Tax Filing
State Corporate Income Tax Filing

Tax Add-Ons

R&D Tax Credit
20% Fee of the R&D Tax Credits received
Delaware Franchise Tax Filing
+$250
Foreign Subsidiary Reporting
+$1,500 per form 5471
Foreign Shareholder & Foreign Intercompany Transaction Reporting
+$1,000 per form 5472
FBAR
+$450
ISO Exercise Reporting
+$500 per block of 10 form 3921
Tax Election
+$250 per form 8832
Amending Prior Tax Return Work
+$250/hour
Tax Consultancy
+$250/hour
Additional State Corporate 
Income Tax Filings
+$750 per additional state
Foreign Disregarded Entity Reporting
+$1,000 per form 8858
Application For Change In Accounting Method
+$750 per form 3115

Payroll

Our payroll specialists cover everything from employee onboarding, termination, and payroll system management.

Payroll Manager Service
Starting at 
$199
/Monthly
(Annual Contract)
Get a demo
  • Employee Onboarding, Termination & Ongoing Support
  • Payroll System Management
  • Compliance Across All States And Jurisdictions*

Payroll Add-ons

State Registration
$250p/state
W-2, 1099
$100p/block of 10
Set Up Service
$550
Account Closure
$250p/state
International Contractor Payroll
$250p/10 employees & contractor
Benefits Admin Assistance
$250
Additional Calls With Payroll Manager
$150p/hour
Payroll Consultation
$250p/hour

Zeni vs your current bookkeeping solution

AI-powered
Automated receipt analysis, reconciliation, transaction optimizations, and vendor verification
All-In-One Platform
Dashboard, Bill Pay, Reimbursements, Vendor Management, Business Checking Accounts
Dedicated Finance Team
Financial experts tailored to your unique business needs
Daily Bookkeeping
Fast month-end close
Real-Time Financial Insights
Custom dashboard insights including your burn rate, cash flow, OpEx, AP/AR insights, etc.
Custom Financial Reports
P&L Statement, Balance Sheet, and Cash Flow Statement
Personalized Onboarding
Dedicated team of onboarding specialists
API Integrations
QBO Pro, Avalara, Plaid, Stripe, PayPal, Square
Other Bookkeeping Software
Other Bookkeeping Software + Bookkeeper

FAQs

How does the AI work?

Zeni leverages AI in ways that go beyond basic automation. Unlike legacy systems, our financial management platform studies your activities using machine learning, allowing it to understand complex patterns and record transactions more accurately over time.

In addition, Zeni uses AI to automate tasks like receipt capture, KPI tracking, and GAAP compliance audits, saving you time and reducing the rate of bookkeeping errors.

However, no machine can replace the human touch. Whenever you have bookkeeping needs that an AI bookkeeping solution can’t solve, your dedicated team of finance experts is ready to step in and provide whatever support you need.

What accounting software do you sync with?

Zeni syncs exclusively with QuickBooks Online (QBO) Plus. Unlike desktop versions of QuickBooks, QBO Plus is accessible through the cloud, allowing you to manage your financial records from anywhere.

In addition to basic bookkeeping features like categorizing expense activities, generating invoices, and creating financial statements, QBO Plus includes advanced tools designed to support your business needs as it grows in size and complexity.

For example, some of those include:

  • Budgeting and cash flow planning
  • Time tracking and project management
  • Multi-currency support and custom financial reports
  • Inventory management and documentation
  • Project profitability and job costing
What if I don't have QuickBooks Online Plus?

If you don’t have QBO Plus, don’t worry. When you sign up for Zeni, we’ll help you migrate all of your financial information over to the software, no matter what tool you were previously using to record your monthly transactions.

During this process, we can also provide catch-up bookkeeping services to get your financial records back in order and facilitate a smoother migration.

However, these processes take some time, especially if you’ve fallen months or years behind on your financial maintenance. When you sign up, we’ll provide a realistic timeline based on the complexity of your books.

How much time is dedicated to my account?

Your Zeni bookkeeping team dedicates as much time to your account as they need to get the job done right. As a result, their hours may fluctuate along with your business’s transaction volume, ramping up during busy periods and slowing down in quieter times.

However, this never affects your bookkeeping services pricing. Our monthly bookkeeping packages include all of the support you need, no matter how much time it takes. 

When you partner with Zeni, you get a bookkeeper who can grow with you, whether you’re a small business owner or a startup founder looking to scale.

Your AI powered bookkeeping and accounting platform

Close your books daily, access real-time insights, and get personalized support from experts — all on a single platform.

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