Zeni Reviews & Provider Details

Zeni is an AI bookkeeping software backed by a dedicated finance team. With a comprehensive suite of financial tools and services, you can leverage automation to save 70 hours per month and increase the accuracy of your financial operations What Zeni Does: - AI Agents for Bookkeeping & Reconciliation - Instant Read on Cash Flow & Burn - Automated Bill Pay, Invoicing & Expense Controls - Dedicated Finance Team Oversight - Multi-Entity + Multi-Currency Accounting No waiting on month-end closes. No back-and-forth spreadsheets. Just always-up-to-date financials. The Impact: Teams reclaim time, eliminate manual errors, and run their business with real-time financial intelligence.

Provider Website

Seller

Zeni

Languages Supported

English

Services Offered

Bookkeeping, AR/AP, CFO, Taxes, Banking Accounts, Business Credit Cards

Locations Serviced

United States

Provider Description

Unlock real-time financial insights and a full-service finance team with Zeni's intelligent bookkeeping, accounting, and CFO services. Zeni is the only startup bookkeeping solution engineered to power high velocity decision making 🚀

Overview by

Emilie Pires

Pricing

Pricing provided by Zeni.

Full Service Plan

Starting at $549.00

View More Pricing Information

Official Downloads

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Zeni Case Study - R&D Tax Credit

Zeni Reviews (78)

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Mandy S.

11/13/2025

"Decent for Bill Pay, But Frustrating Slowness and Service"

1/5

What do you like best about Zeni?

I appreciate Zeni for its ability to help us keep more accountability with our bill pay and accounts payable. The service's cost-effectiveness was a significant factor in choosing it, which I found appealing. I also find their knowledge of correct financial practices helpful as they have been able to assist in organizing our QuickBooks more effectively. Moreover, I like the simplicity of their dashboard, which makes it user-friendly. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I am experiencing bugs and slowness with Zeni, which has made me consider leaving the partnership. Additionally, I am not satisfied with changes being made to my QuickBooks account without prior notice. There is also a lack of personal customer attention, which I find disappointing. I found the training on how to use the software and the access to help lacking. There was also not enough communication about expectations. Review collected by and hosted on G2.com.

Response from Ben Ashworth of Zeni

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Hi Mandy,

Thanks for taking the time to share your feedback. We’re glad to hear that Zeni’s Bill Pay and support have been helpful for your team.

We appreciate the candid feedback. We are taking this into serious consideration and working to ensure we improve both your platform and service experience with Zeni.

We would like to connect you with our CEO to ensure you feel fully supported moving forward and that this issue is resolved. We appreciate the opportunity to address these issues together, and we’re committed to making sure Zeni is a reliable, transparent, and efficient partner for your business.

— The Zeni Team

Leonardo G.

Associate

Small-Business (50 or fewer emp.)

11/13/2025

"Intuitive Budgeting with Clear Insights"

4.5/5

What do you like best about Zeni?

I really appreciate how Zeni provides excellent visibility and clarity into the company's budget and helps track the burn rate against the plan effectively. It is very beneficial that uploading the plan is straightforward, which allows us to easily monitor our progress versus the plan. The access controls are another aspect I like, as they enable multiple people to check progress asynchronously without causing any disruption. The intuitive nature of the platform makes it easy to grasp, and it encompasses everything needed for budgeting purposes, which is highly convenient. Additionally, their high yield savings account is an excellent value proposition that we have experimented with and found advantageous. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

Not much, we're pretty happy with it! We did have an issue where one company paid a bill through Zeni but there was a bug and we accidentally paid for the bill twice. Review collected by and hosted on G2.com.

Response from Madison Carsey of Zeni

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Hi Leonardo,

Thank you so much for the thoughtful feedback! We’re thrilled to hear that Zeni’s budgeting tools, burn tracking, access controls, and high-yield savings have been valuable for your team. We also appreciate you flagging the duplicate-payment bug — our team has resolved that issue, and feedback like yours helps us keep improving.

Thanks again for being a Zeni customer!

— The Zeni Team

Verified User in Computer Software

Small-Business (50 or fewer emp.)

12/17/2025

"Scam, Fraud, Deducted thousands of dollars from our bank 'by accident'"

0/5

What do you like best about Zeni?

Nothing. We have not received the service we've paid for, for more than 8 months. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

We engaged with Zeni in June to clean up our revenue and accounting. It's been EIGHT MONTHS, and we've paid Zeni over EIGHT THOUSAND dollars, and it's STILL NOT DONE.

Last month, they deducted 5 THOUSAND DOLLARS from our bank without our approval. It turned out to be an 'accident' - and then took over a week for them to return the money.

Every interaction with them, they give me the runaround. Our revenue is not done. I have received literally nothing of value after paying more than 8 thousand dollars over the last 8 months.

So now, I stopped payments, and I've demanded that they finish our revenue before I continue paying. And now they've paused services.

I will be reporting this fraudulent company to the FTC. This is a scam company dressed in fancy technology. These are fraudsters.

STAY FAR AWAY FROM THESE PEOPLE Review collected by and hosted on G2.com.

Leisha D.

11/18/2025

"Dependable Accounting with Stellar Support and Pricing"

5/5

What do you like best about Zeni?

I appreciate Zeni's pricing, which was significantly better than my previous vendor, providing much-needed financial relief to my struggling business. The AI integration in Zeni's software greatly enhances our accounting processes, improving both reporting and response time. I value the cleanliness and ease of use of the software, as it makes our operations more efficient. The staff at Zeni is fantastic, offering great responsiveness and expertise in the field, which encourages me to continue our partnership. Overall, Zeni's services have provided a dependable, efficient, and cost-effective solution for our accounting needs. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

no Review collected by and hosted on G2.com.

Craig C.

Chief Executive Officer

Small-Business (50 or fewer emp.)

7/8/2025

"Love Zeni and the service they provide!"

5/5

What do you like best about Zeni?

What I like best about Zeni.AI is that it provides real-time financial visibility, automates my bookkeeping, and centralizes all financial operations—from bill pay to tax support—into one streamlined platform. It combines the speed and accuracy of AI with the strategic insight of a dedicated finance team, giving me peace of mind and freeing up time to focus on growing the business. With Zeni, I always know where my finances stand, and I no longer have to worry about compliance, reporting delays, or managing multiple vendors. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

What I like least about Zeni.AI is that it’s primarily tailored for U.S.-based companies, which limits flexibility for international operations or compliance with global standards like GDPR. The platform can also be relatively expensive for very early-stage startups, and while the AI is powerful, there are occasional limitations in how it handles unique or complex transactions—sometimes requiring manual intervention or follow-up with the support team. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

If you’re considering using Zeni.AI, take full advantage of its real-time dashboard and automation features from day one—it’s a huge time-saver. Make sure to set up clear financial categories early to help the AI learn faster and reduce manual corrections. Regularly communicate with your assigned finance team; their insights can be incredibly valuable during fundraising or strategic planning. Also, use Zeni for more than just bookkeeping—tap into their forecasting, tax support, and fractional CFO services as your business grows. Finally, ensure your team is trained on how to upload receipts and tag expenses properly to keep everything clean and audit-ready. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

Key benefits that I see are the following:

1. Eliminates need for a large internal finance team

2. Automates routine workflows and compliance

3. Provide real-time insights into our cash position, runway, and expenses

4. Helps answer investor questions quickly with accurate, current data

5. Increased Financial Accuracy and Control. Helps reduce any errors.

6. Impressive, centralized platform

7. Peace of mind as it helps me with being in compliance, audits, taxes and reconciliations.

8. Great team of experts that comes with the service. Review collected by and hosted on G2.com.

Response from Madison Carsey of Zeni

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Hi Craig,

Thank you for sharing such a thoughtful review — we’re thrilled that Zeni’s real-time visibility, automation, and all-in-one platform have helped streamline your financial operations. We also appreciate your feedback on international support and early-stage pricing. Expanding global capabilities and enhancing edge-case AI handling are key areas we’re actively working on.

Thanks for trusting Zeni with your finance operations!

— The Zeni Team

frank c.

CEO

Mid-Market (51-1000 emp.)

5/20/2025

"Great finance partner - great for small and mid sized companies who are rapidly scaling"

5/5

What do you like best about Zeni?

Definitely feel like i get value for what they cost our business on a monthly basis.

Great dashboard and interface.

easy team to work with. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

use of offshore resources in southeast asia can sometimes create a small delay/lag in response times during the day but it has never been an issue in the three years i've used them at our company. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

If you don't know what you need, start small and expand your service set as your requirements change. You can do this on an as needed basis. They have an account manager that checks in on your usage/future needs on a quarterly basis (which is helpful)

we have approx. quintupled the services/resources we use on a monthly basis since we first engaged with them. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

They oversee our entire finance function (AR, AP, billing, closing month/year, taxes, etc)

What is great about zeni is their ability to add resources as our needs and complexity increases. Review collected by and hosted on G2.com.

Response from Madison Carsey of Zeni

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Hi Frank,

Thank you for the great feedback! We're glad Zeni’s value, dashboard, and team have been helpful for your business. We appreciate your note on response times and are always working to improve coverage. Thanks for being a customer these past three years!

— The Zeni Team

Val S.

Small-Business (50 or fewer emp.)

11/13/2025

"Outstanding Support with a Dedicated Team"

4.5/5

What do you like best about Zeni?

We really like that dedicated team and response time Review collected by and hosted on G2.com.

What do you dislike about Zeni?

While some of the team is close to our timezone, our accounting team (controller) closes their business day at noon our time. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

Really consider what you need and negotiate the packages for your needs. They are very flexible. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

forcasting and runway. The CFO services are wonderful in creating a reliable model for us. Also the accounting team is keeping up daily on transactions so at any point we have confidence in our numbers Review collected by and hosted on G2.com.

Response from Madison Carsey of Zeni

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Hi Val,

Thank you for the kind words about our team and response time — we really appreciate it! We also hear your feedback on timezone coverage and are actively working to improve this. Thanks for being a Zeni customer!

— The Zeni Team

Eric A.

Owner

Internet

Small-Business (50 or fewer emp.)

5/8/2025

"Zeni's talented team and smart AI help me grow the business and rest easy"

5/5

What do you like best about Zeni?

The ease of use and the fact that I have a team of talented people at Zeni. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I have no dislikes. It's not less expensive than my prior bookkeeper, but way more valuable because of the time it frees up, and the team of experts watching my books and reviewing them with me. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

Consider the amount of time you spend with finances versus running or growing your business. Personally, I have spent collective hours every month saving receipts, answering emails, uploading files, downloading statements, and all that busywork.

Zeni has eliminated so many steps through intelligent QuickBooks Plus connections and smart software and it leaves me with a clear, easy-to-understand dashboard that can help me see our financials and make decisions more quickly and intelligently.

Personally, I like numbers, but have a ton of things to do to drive my business forward, so hiring Zeni to take care of the books and provide expert guidance and advice was a no-brainer. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

Zeni is solving a huge problem for me: the chaos and complexity of managing my finances.

It’s like having a full, talented finance team—without the hassle of hiring and managing one. I get intelligent, frequent updates and a dashboard that gives me a crystal-clear overview of the metrics that matter most.

The best part? I can stay focused on my core strengths, knowing that both seasoned pros and AI are keeping my books in top shape. Honestly, I sleep easier at night because of Zeni. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

3/15/2024

"Comprehensive Technology and Service Stack"

5/5

What do you like best about Zeni?

I've also found the AI improvements to be incredibly beneficial with respect to classifying transactions. Review collected by and hosted on G2.com.

What do you dislike about Zeni?

I don't see anything that Zeni can improve upon at this time. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

We replaced Bill.com for Zeni and never looked back. If you have a lean team, but need to run it like a massive team, then Zeni is a great option! Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

Zeni is helping to eliminate an archaic accounting tech stack and filling it with great bookkeeping and fractional CFO services. Review collected by and hosted on G2.com.

Daniel L.

President and COO

Computer Software

Small-Business (50 or fewer emp.)

3/28/2025

"A welcome change for accounting for small companies! Zeni cares and delivers!"

5/5

What do you like best about Zeni?

Dashboard is quick, intuitive and keeps me out of QBO/QB Desktop, which I despise. I enjoy the clarity it brings and bi-directional updates it provides. I also get clear budgeting/forecasting tools so that I can begin planning further out than the narrow 3-month or 6-month standard. I can get more insight into the overall picture quickly and have help with concepts that are new for me (without a strong financial/accounting background). Review collected by and hosted on G2.com.

What do you dislike about Zeni?

Dashboard could be a little more flexible. I'm not yet able to use some of the additional built-in features and they take up space on the dashboard. Review collected by and hosted on G2.com.

Recommendations to others considering Zeni:

Do try it! If you want to save some money, consider working through their partnership with Mercury to get you started, as I did. They can be flexible, particularly if you have a tiny startup that is cash-strapped. Review collected by and hosted on G2.com.

What problems is Zeni solving and how is that benefiting you?

I had a lack in understanding of our business accounting and this led to clarity and helpful understanding of areas that need to be cleaned up, simplified and standardized. I do find their approach a helpful one for a busy startup leader and the quick turnaround time in getting on a Zoom call helps us to make progress in dealing with our finances and getting a sense of our P&L and cash burn and runway. Review collected by and hosted on G2.com.