AI Accounting Vendors

Zeni

Zeni sells bookkeeping, accounting, tax and fractional CFO services to startups and small businesses, delivered by AI agents together with a dedicated human finance team. Its dashboard runs on QuickBooks Online, and it also offers bill pay, reimbursements, cards and business checking through partner banks.

Last verified . Vendor site: zeni.ai

What the AI does

  • AI accountant agent that categorizes transactions, reconciles accounts and matches receipts
  • Flags uncertain transactions for a person to decide rather than guessing
  • AI CFO agent that produces forecasts and answers finance questions on demand
  • AI accounts payable workflow for incoming bills
  • Zeni MCP, which connects a company's books to outside AI assistants such as Claude and Codex

Summarized from zeni.ai.

Facts, checked against the source

Category
Bookkeeping, AP & invoices, Tax preparation, FP&ASource: zeni.ai
Built for
Small businessSource: zeni.ai
Ledger integrations
QuickBooks OnlineSource: zeni.ai
Pricing
From $549/month$549/month (AI Bookkeeping Starter, billed monthly; $494/month billed annually)Source: zeni.ai
Free plan
NoThe vendor's pricing shows no free plan.Source: zeni.ai
SOC 2
Type IISource: zeni.ai
Trains on customer data
UnconfirmedThe privacy policy (updated February 20, 2025) does not mention model training; it says Zeni processes customer data only as directed by its customers.
Human review
Human reviewEvery bookkeeping plan comes with a dedicated finance team (controller, bookkeeping manager and analyst) working alongside the AI, which sends uncertain transactions to people. The site does not describe the review step for each transaction.Source: zeni.ai
Company
Privately held. Founded 2019, based in Palo Alto, CASource: businesswire.com
Funding
$47.5M total raised, per the companyLast round: Series B, $34M, August 4, 2021. Investors named: Elevation Capital, Saama Capital, Think Investments, Neeraj Arora, Amit Singhal, Sierra Ventures, SVB Financial Group, Liquid 2 Ventures, Firebolt Ventures, Dragon Capital, Twin Ventures, Manish Chandra, Gokul Rajaram, Ed Lu, Nickhil Jakatdar, Kunal Shah, Anupam MittalSource: businesswire.com
  • Checked against the linked official source on the date shown.
  • Unconfirmed: we could not find an official statement.

Zeni pricing: plans, fees and trial terms

Funding rounds

Rounds announced by the company or its lead investor. Amounts in US dollars.
AnnouncedRoundAmountLed bySource
August 4, 2021Series B$34MElevation Capitalzeni.ai

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

  1. www.zeni.ai/
  2. www.zeni.ai/pricing
  3. www.zeni.ai/ai-bookkeeping
  4. www.zeni.ai/ai-accountant-agent
  5. www.zeni.ai/security
  6. zeni.trust.site/
  7. www.zeni.ai/legal/privacy-policy
  8. www.zeni.ai/about-us
  9. www.zeni.ai/blog/zeni-accounting-for-startups-series-b
  10. www.businesswire.com/news/home/20210804005691/en/Fintech-Zeni-Announces-34-Million-Series-B-In-Wake-of-550-Revenue-Growth
  11. www.businesswire.com/news/home/20210309005648/en/Zeni-Launches-AI-Powered-Finance-Concierge-for-Startups

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

Zeni questions

Does Zeni train AI on customer data?
We could not find a published Zeni policy that says whether customer data is used to train AI models. The privacy policy (updated February 20, 2025) does not mention model training; it says Zeni processes customer data only as directed by its customers.
Does Zeni have SOC 2?
Zeni states that it holds a SOC 2 Type II report.
Which accounting systems does Zeni integrate with?
Zeni documents integrations with QuickBooks Online.
How much does Zeni cost?
Zeni lists pricing starting at $549/month on its site, as of October 14, 2026.
What are alternatives to Zeni?
Other bookkeeping tools in this directory include Basis, Booke AI, Botkeeper, Copilot in Business Central and Dext.