Changelog

Product updates

What's new in Zeni, with a short how-to for every release.

Latest release

New

Transactions

AI

Live for all customers

November 5, 2026

Create transactions in Zeni,

without switching to QuickBooks.

Add an expense, vendor credit, journal entry, transfer or check right from the Transactions page. It's coded, synced to QuickBooks Online and ready to reconcile the moment you save.

Read the update →Watch · 2 min

Create transactions in Zeni,

All updates

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Create transactions in Zeni,

AI Month-end Close

November 5, 2026

Create transactions in Zeni,

Add an expense, vendor credit, journal entry, transfer or check right from the Transactions page. It's coded, synced to QuickBooks Online and ready to reconcile the moment you save.

Accruals now reverse automatically

AI Month-end Close

November 4, 2026

Accruals now reverse automatically

Agent-JE now matches accruals to individual bill lines, reverses high-confidence matches automatically, and posts new accruals as drafts for review, so month-end close needs less manual work.

Accrual automation

Ask AI CFO your questions out loud,

November 2, 2026

Ask AI CFO your questions out loud,

Click the mic in AI CFO and speak your question. Your words appear as editable text in the composer, so asking detailed questions takes no longer than saying them.

Review every one-time accrual for the month

AI Month-end Close

November 2, 2026

Review every one-time accrual for the month

The Completed schedules download now includes a One-time Accruals sheet listing every accrual posted or reversed in the months you choose, with JE numbers and how each one was reversed.

See how every account was reconciled,

AI Month-end Close

October 30, 2026

See how every account was reconciled,

Every reconciled account now has a per-period reconciliation report in Zeni, with balances, the variance explained line by line, and a PDF you can send to an auditor.

Reconciliation report

See what every accrual posted and reversed,

AI Month-end Close

October 29, 2026

See what every accrual posted and reversed,

A one-time accrual's detail page now shows its accrual and reversal journal entries, plus the bill that cleared it, so you can trace an accrual from estimate to actual in one place.

Jump from any accrual

AI Month-end Close

October 19, 2026

Jump from any accrual

One-time accruals in JE Schedules now have an Open linked records icon, so you can open the accrual's journal entry, and its reversal, in one click.

Create a schedule by choosing

AI Month-end Close

October 12, 2026

Create a schedule by choosing

The New menu in JE Schedules is now organized by Accrual, Fixed Asset and Prepaid. Accrual opens a one-time accrual by default, and Match New is available from every tab.

Turn any AI CFO answer

October 11, 2026

Turn any AI CFO answer

Every completed AI CFO answer now has a Download icon. Save it as a PDF or Word document, or download the chart as an image, ready for board updates and investor emails.

Clear accruals against real bills

AI Month-end Close

September 30, 2026

Clear accruals against real bills

Actual Matching ties each bill, expense or check to the accruals it clears and posts the reversal from the same page, with the variance between accrued and actual in view.

Actual Matching

Route every bill to the right approver,

AI Accounts Payable

September 29, 2026

Route every bill to the right approver,

Approval rules now match on amount, vendor, department, class and account, run in the priority order you set, and can stop people from approving bills they created themselves.

See your finances by project,

AI Financial Reporting

September 15, 2026

See your finances by project,

Turn on Projects yourself in Company Settings, see project tags across dashboard drill-downs, run five new project-level reports, and ask AI CFO project-specific questions.

Put recurring finance analysis

September 8, 2026

Put recurring finance analysis

Describe recurring work in a sentence and AI CFO runs it daily, weekly or monthly. Each run arrives as its own conversation, so you can ask follow-up questions.

Discover what AI CFO can do

September 4, 2026

Discover what AI CFO can do

AI CFO now suggests its own capabilities when they're useful, such as offering a table as a spreadsheet, with one click to add the request to your message.

Feature discovery

Upload one statement for several accounts,

AI Month-end Close

September 4, 2026

Upload one statement for several accounts,

Upload a combined bank or credit card statement and Zeni detects each account, maps every transaction to the right one, and gives each its own opening and closing balance.

Save any AI CFO conversation

September 4, 2026

Save any AI CFO conversation

Say "create a skill for this" and AI CFO turns a conversation into a reusable command. Refine it in plain English, save it and run it any time.

Record one-time accruals

AI Month-end Close

September 3, 2026

Record one-time accruals

Record a one-time accrual from the dashboard with the vendor, service month and amount, and tick Reverse next month to have the reversal booked for you.

One-time accruals

Let the AI Accountant handle

AI Month-end Close

September 2, 2026

Let the AI Accountant handle

The redesigned JE Schedules shows how much the AI Accountant handles on its own: it creates and posts most prepaid and fixed-asset schedules, and holds lower-confidence ones as drafts for review.

Nothing in this area yet. Check back soon.

Want a tour of what's new on your own books?

Customers: book 30 minutes with your Zeni team. New to Zeni? See it in a live demo.

Book a walkthrough Schedule a Demo

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I. Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact [customerservice@thread.bank] with questions on the sweep program. Pass-through insurance coverage is subject to conditions.

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II. The interest rates and annual percentage yield on your account are accurate as of 12/11/2025 and are variable and subject to change based on the target range of the Federal Funds rate. APY will vary between .37%-2.90% depending on the balances held. Earn 0.37% APY on checking balances of less than $250,000, 1.18% APY on balances between $250,000 and $500,000, 2.00% APY on savings balances between $500,000 and $1,500,000, 2.83% APY on savings balances between $1,500,000 and $2,500,000 and 2.90% APY on savings balances of more than $2,500,000. There are no minimum balances or minimum deposits required to earn interest on your account.

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III. The Zeni Business Credit Card is currently available to eligible Zeni customers by invite only. The Zeni Business Credit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa credit cards are accepted.

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IV. Payment services are provided by Community Federal Savings Bank and Column National Association, to which Nium, Inc. acts as a service provider. Zeni Inc is not licensed, nor exempt to provide any payment services in the US.

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