Foreword
This whitepaper focuses on consulting firms of all sizes and specialties. Zeni supports the full spectrum, including:
- Strategy and management consultancies
- Marketing and creative agencies
- IT, engineering, and product firms
- Fractional CFOs and executive service providers
- Solo consultants scaling through contractor networks
The challenge
Consulting is a business built on trust, speed, and delivering results. But behind the scenes, most firms are stuck wrangling invoices, chasing approvals, and hoping their financial data is accurate.
You’re probably juggling:
For many firms, that adds up to 70+ hours per month lost to the back office. That’s time better spent closing clients or working on the latest campaign.
The solution
Zeni replaces messy, manual processes with AI-powered automation, so your firm can stop reacting to financial chaos and start running like the pros you are.
Here’s how it works:
- Billing & reconciliation, handled - Zeni pulls from your time-tracking and expense tools to auto-generate clean invoices. Reconciliation happens daily. No more forgotten billables or client disputes.
- Smart cost tagging - Was that Figma charge for a client project or internal ops? Zeni knows. Every expense gets automatically tagged so you can separate reimbursables from overhead and keep margins crystal clear.
- Approval flows that don’t block progress - From freelancer invoices to software subscriptions, Zeni automates routing, approvals, and ACH payments—so no one’s waiting, guessing, or chasing emails.
- Forecasting built for agencies & firms - Zeni shows you profitability by project, scope creep across clients, and the right time to hire. Make financial calls before they become problems.
The people behind the platform
With Zeni, you’re not flying solo. Your firm gets a dedicated finance team backed by AI:
- Controllers ensure your books are clean and client-ready, every month
- Fractional CFOs help you plan pricing, hiring, and growth strategies
- Tax advisors help maximize deductions across software, travel, and contractors—without you lifting a finger
The impact
Zeni frees up your time and sharpens your financial decision-making.
What that means:
The result
No more missed billables. No more chasing down receipts. Just fast, accurate books, and a lot more time for your clients.
