Changed since our last check
- Setup or onboarding fee: now Yes. It was Partly when we checked on .
- When the month is closed: now Yes. It was Partly when we checked on .
- Platforms: now Partly. It was Yes when we checked on .
- Several businesses: now Yes. It was Partly when we checked on .
- Contract and cancelling: now Yes. It was Partly when we checked on .
What it costs
A month of books at 100 transactions
Quote only
Checked against the maker's own pages, 31 October 2026.
What we checked on Zeni
Promotion and regular price
none — the pricing page presents regular monthly prices and an annual-billing savings percentage.
Save 10%
zeni.ai/pricingChecked
Ledger included
Zeni requires a separate QuickBooks Online Plus subscription to synchronize its dashboard.
QuickBooks Online Plus. Please note that this software is required to sync with Zeni’s Dashboard.
zeni.ai/faqsChecked
What the price is based on
Zeni presents flat monthly starting prices, while actual placement also considers complexity, expenses, and revenue.
Pricing based on bookkeeping complexity, monthly expenses, and annual revenue
zeni.ai/pricingChecked
Past your plan’s limits
No transaction, account or spending allowance is published, and the vendor says its time is not metered; but because the plan you are placed on is set by expenses and revenue, growth moves you to a dearer plan rather than triggering an overage.
We do not charge clients on an hourly basis, so all of the time spent servicing your business — human, or otherwise — is included in the flat monthly…
zeni.ai/pricingChecked
Setup or onboarding fee
Zeni charges a $2,000 setup fee for CFO Lite and $6,000 for CFO Premium and Enterprise.Was Partly before our last check.
CFO Lite Starting at $1,599 +$2,000 setup fee /Monthly
zeni.ai/pricingChecked
Catching up past months
Cleanup of the books is named as part of what the AI Accountant does, and past data is migrated during onboarding, but no price or scope for catching up months you are behind on is published.
Fully automated categorization, reconciliations, and cleanup. Everything handled automatically, so your books stay clean
Notice before a price rise
Zeni promises at least forty-five days written notice before a renewal-term price change.
Zeni may change the pricing applicable to each Renewal Term upon at least forty-five (45) days written notice
What the AI does
Zeni automates transaction categorization, reconciliation, receipt matching, audit checks, and continuous monthly closing.
Categorize transactions, reconcile accounts, run audit checks, and close your books every month with Zeni's AI Accountant.
zeni.ai/ai-accountant-agentChecked
What the AI costs
included — AI Bookkeeping is the paid service described on Starter and Growth plans.
On the page: AI Bookkeeping plan cards
zeni.ai/pricingChecked
Categorizes transactions
The AI categorizes transactions and learns from corrections to prevent the same error recurring.
every correction you make teaches it your business's specific patterns, so the same mistake doesn't happen twice.
zeni.ai/ai-accountant-agentChecked
Reconciles your accounts
Zeni compares connected bank accounts against cleared balances and flags differences for correction.
Connect a bank account and Zeni compares it to your cleared balance, flags what's off
Reads receipts and bills
Users can forward or upload receipts, and Zeni matches them to the related transaction.
Forward receipts to receipts@zeni.ai or upload directly, and it's matched for you.
Pays your bills
Zeni reads bills, routes them through approvals, schedules payments, and tracks payment status.
Your AI Accountant reads every bill, drafts it, and tracks it through approvals, scheduling, and payment automatically.
zeni.ai/ai-accountant-agentChecked
Sends invoices
The terms list invoicing among the finance functions bundled into the platform, and the AI Accountant tracks what customers owe you alongside what you owe; matching incoming customer payments to invoices is not described.
Accounts receivable is tracked alongside AP, so what's owed to you and what you owe are part of the same real-time picture.
zeni.ai/ai-accountant-agentChecked
Accrual books and reports
A profit and loss statement, balance sheet and cash flow statement are produced and refreshed automatically, and the vendor says balances are checked against GAAP; it never uses the word accrual.
Real-time insights: Profit and Loss, Balance Sheet, and Cash Flow updated automatically
People check the books
Zeni describes automated close work as reviewed and approved by a human accountant.
AI month-end close uses artificial intelligence to automate the repetitive work of closing the books each month ... while a human accountant reviews…
Your own bookkeeper
Every bookkeeping subscription includes a dedicated team of bookkeeping and accounting experts.
Every bookkeeping software subscription we offer includes the services of a dedicated team of bookkeeping and accounting experts.
When the month is closed
Zeni says its AI closes books every month, but does not name a calendar-day deadline.Was Partly before our last check.
On the page: AI Accountant hero
zeni.ai/ai-accountant-agentChecked
Accuracy the vendor claims
Zeni claims fully accurate books through an in-house expert and AI workflow, without methodology.
Entries into Quickbooks are made by a blend of human financial experts in collaboration with our AI-powered technology platform to deliver 100%…
zeni.ai/faqsChecked
QuickBooks Online
Zeni currently works on QuickBooks Online Plus
Zeni's dashboard currently runs on top of QuickBooks Online Plus.
zeni.ai/ai-accountant-agentChecked
Xero
the vendor does not document Xero, Desktop, or NetSuite support.
On the page: AI Accountant FAQ, accounting platform
zeni.ai/ai-accountant-agentChecked
NetSuite
the vendor does not document Xero, Desktop, or NetSuite support.
On the page: AI Accountant FAQ, accounting platform
zeni.ai/ai-accountant-agentChecked
Bank and card feeds
The service can automatically bring data from a bank account into its bookkeeping service.
The Zeni Services enable Customers to automatically transfer data from third-party websites and services, like your bank account
Stripe
Zeni identifies integrations for Stripe, PayPal, Square, Avalara, and QuickBooks Online Plus.
QBO Pro, Avalara, Plaid, Stripe, PayPal, Square
zeni.ai/pricingChecked
PayPal
Zeni identifies integrations for Stripe, PayPal, Square, Avalara, and QuickBooks Online Plus.
On the page: Zeni comparison, API Integrations row
zeni.ai/pricingChecked
Square
Zeni identifies integrations for Stripe, PayPal, Square, Avalara, and QuickBooks Online Plus.
On the page: Zeni comparison, API Integrations row
zeni.ai/pricingChecked
Payroll
integration: The separately priced Payroll Manager Service manages a payroll system, but the page does not identify its provider.
On the page: Payroll pricing card, Payroll Manager Service
zeni.ai/pricingChecked
Moves your history in
Zeni says it migrates existing accounting data to QuickBooks Online Plus during onboarding.
If your books aren't already on QBO Plus, Zeni migrates your existing data as part of onboarding.
zeni.ai/ai-accountant-agentChecked
Platforms
web — Zeni describes web-based software and a mobile app, but does not name desktop or mobile systems.Was Yes before our last check.
web-based software services
Getting your books out
Customers may export customer data and results during service and for thirty days afterward.
During the Term of this Agreement and for thirty (30) days after expiration of your subscription, you may export your Customer Data and Results
Files your tax return
Zeni offers federal and state income-tax filing through its separately priced Tax service.
Federal Income Tax filing - State Income Tax filing
Calculates sales tax
Zeni sells sales-tax reporting as an add-on, but does not say it calculates invoice tax by state.
Sales tax reporting is one of our add-on services at Zeni.
zeni.ai/faqsChecked
Files sales tax
Zeni offers sales-tax reporting as a paid add-on and says it can handle recurring reporting.
we can take care of the monthly, quarterly or annual reporting.
zeni.ai/faqsChecked
Other currencies
Zeni states that its service supports 160 currencies, including for international vendor payments.
Zeni supports 160 currencies.
zeni.ai/faqsChecked
Profit by project or job
Class and dimension tags are assigned automatically by the AI Accountant and corrected as it learns your patterns, which gives class-level reporting; profit by project or job is not described separately.
Your AI Accountant assigns class and dimension tags automatically
zeni.ai/ai-accountant-agentChecked
SOC 2 report
Zeni states it is SOC 2 Type II compliant and directs customers to request its report.
Zeni is now SOC 2 Type II compliant ... You can request our latest report here.
zeni.ai/securityChecked
Your data trains AI
The terms grant Zeni a license to use your books and the results drawn from them to develop and improve its services, with no opt-out offered; they never say whether that includes training AI models.
you hereby grant Zeni a non-exclusive, royalty-free, fully paid-up, sublicensable (through one or more tiers of sublicensees), and transferable…
Several businesses
Multiple businesses or locations are supported, with each requiring a separate subscription level.Was Partly before our last check.
Zeni supports multi-entity businesses. Each business or location would need its own Zeni subscription
zeni.ai/faqsChecked
Free trial or free plan
The published AI Bookkeeping choices are paid Starter, Growth, and custom Enterprise plans, not a free self-use plan.
At Zeni, we have three different plans for our AI Bookkeeping: Starter, Growth, and Enterprise.
zeni.ai/faqsChecked
Sign up without a sales call
Buying requires contacting Zeni and an accepted written order form, rather than independent checkout.
A Customer can subscribe to the Zeni Services by contacting Zeni and entering an Order form
Contract and cancelling
The service is a one-year agreement, with automatic renewals unless timely notice is supplied.Was Partly before our last check.
The Zeni Service is a one year Agreement.
Support
Customers can email their dedicated address or request a call; concierge staff work weekdays 9 AM–6 PM Pacific.
Customers can email their dedicated <company>@zeni.ai email address with questions or requests, or request a call with our finance team at any point…
zeni.ai/faqsChecked
Zeni alternatives
All 9 alternatives6 more alternatives
5 of the 9 publish a price.
- StampliOn quoteProcure-to-pay workspace for invoices, vendors, payments and card spend, with AI coding and routing.
- PilotNo list priceA bookkeeping and tax service for startups that pairs software-driven dashboards with human financial advisors.
- Booke AINo list priceAn AI bookkeeper that works inside QuickBooks Online and Xero to categorize transactions and match documents.
- SimpleAIFrom $79 a monthAI agents that extract, classify and reconcile accounting documents, then publish them into Xero or QuickBooks.
Sources and changes
Last changed
Sources on zeni.ai9
What changed on this page4
- Bookkeeping features, free plan
- Bookkeeping features, free plan, terms
- Bookkeeping features
- Bookkeeping features, free plan, prices, terms
Is this yours?
Make it yours for free, then check who reads this page, marked as verified. You confirm it with an email at zeni.ai.
Report an error if a fact is wrong.