Before
Tracking finances by project meant exporting to spreadsheets or switching to QuickBooks, and turning on Projects needed help from our team.
Now
Enable Projects with one click, see project context wherever you drill into an account, run project-level reports, and ask AI CFO about any project.
Project tracking across Zeni
Projects now reach from setup to dashboards, reports and AI CFO.
- Self-serve setup. Enable Projects with a single click from Company Settings › Accounting.
- Project context on the dashboard. Project details appear when you drill into an account from Cash Balance, Card Balance, Cash Position and Top Expenses on Home.
- A Project column. Every transaction row carries a Project column alongside Class, so you can see project tags without leaving the page.
- Five project-level reports. In Finance › Reports: Balance Sheet by Class/Project, Cash Flow Statement by Class/Project, OPEX by Project, Revenue by Project, and Net Burn / Net Income by Project.
- AI CFO understands projects. Ask it to explain a project's balance sheet, P&L or cash flow, list a project's expenses, or show which vendors and categories are tied to it, down to the transaction level.
How to use it
- Go to Company Settings › Accounting and enable Projects.
- Open Finance › Reports to run project-level reports.
- Ask AI CFO a question such as "What are the expenses for Project X?"
Why it matters
- No setup dependency. You can set up projects end to end yourself.
- Full visibility by project. From dashboards to reports to AI-powered answers.
- Faster project P&L. No exporting to spreadsheets or jumping to QuickBooks.
FAQ
How do I turn on Projects?
Click to enable it in Company Settings › Accounting. No support request is needed.
Which reports support projects?
Balance Sheet and Cash Flow Statement by Class/Project, OPEX by Project, Revenue by Project, and Net Burn / Net Income by Project.
Where to find it
Finance › Reports
Availability
Live for all customers
