Say hello to your dream (Bookkeeping) team
Meet the AI Agents
Built to handle your transactions, reconciliations, and reports flawlessly.
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- Answers questions in real-time
- Oversees financial reporting, variance analysis, ensuring accuracy and compliance
- Records daily transactions, tracks expenses, merges duplicate vendors
- Expect cleaner books, faster closes, fewer mistakes
- Handles your general ledger, reconciliations, flux analysis, and financial statements
- Expect accurate reporting, smart reconciliations, and audit readiness
How we work with you
From day one to every decision after, we bring the right team to guide your finances and keep you on track.
Controller
Meet your Controller
Align on systems and set up your bookkeeping for success
Sync your QuickBooks
Connect your accounts so we can start managing your financial data
Access your Zeni Dashboard
Track transactions, categorize expenses, and monitor your books in real time
Ongoing support
We’ll handle weekly reviews, monthly closes, and quarterly financial insights
Fractional CFO
Meet your Fractional CFO
Align on goals and tailor support to your business
Review your financials
Understand runway, margins, and where to focus
Build your plan
Map out your next moves—from cleanup to forecasting
Ongoing support
We’ll guide you through investor prep, burn planning, and strategic decisions
Tax Advisor
Meet your Tax Advisor
Align on your business structure, filings, and long-term tax strategy
Review your tax profile
Understand your obligations, deadlines, and opportunities
Prepare and file
We handle compliance, filings, and proactive planning so you stay ahead
Ongoing support
We’ll handle quarterly estimates to annual filings and tax-saving strategies
Trusted by startups, enterprises, and everyone in between
What makes Zeni’s finance team different
With Zeni, you're getting more than a bookkeeper—you're getting a full-stack finance team backed by AI.
Your dedicated experts (CFOs, Controllers, and Tax Advisors) focus on what really matters: optimizing margins, planning for growth, and delivering proactive financial guidance. Meanwhile, our AI handles the rest:
Recording transactions and tracking expenses
Reconciling accounts and managing your ledger
Preparing financials and tax filings—automatically
Meet the team
Your trusted team for everything from daily operations to long-term planning.
Have a question for our finance team?
Our team’s here to talk through your numbers, your goals, and everything in between.
