Zeni Reviews & Provider Details

I like how Zeni automates many of our tasks, like reconciling transactions and categorizing bank transactions without any manual intervention. This has made our month-end close much quicker, taking just a day instead of weeks, and greatly improved our error detection process thanks to the system flagging mismatches. The real-time dashboard is also a fantastic feature because it keeps us updated on our financial position daily without needing to construct outdated spreadsheets. Thanks to Zeni, we can make informed decisions, like whether we have the runway to hire new staff, practically instantly. Review collected by and hosted on G2.com.

The AI sometimes categorizes one-time expenses incorrectly. A consulting fee might get sorted into contractor services when it should be professional fees. I catch these mismatches during review. It would be helpful to have a way to train the AI on corrections so it learns what we actually call things over time. Review collected by and hosted on G2.com.

I used Zeni for 2+ years for my small business bookkeeping, and I was initially excited because they provided a layer over QuickBooks Online that made it easier to view important financial information like Profit/Loss and Balance Sheet. Another valuable aspect was their service layer, where they completed and reconciled the books for me. The communication with the team was the most valuable part, with responsiveness and clarity being crucial for my needs. Additionally, they did grant me a reduced rate for a few months when my business wasn't performing well, which I appreciated as a long-term customer. Review collected by and hosted on G2.com.

Communicating with Zeni could be tricky since they're working with a lot of contractors overseas, making it hard to find an appropriate time sometimes. I often found myself waiting on responses to emails the next day, which can be a bit tedious when they're getting to know your business and require a lot of communication. Also, Zeni didn't really evolve with the AI times, so I ended up setting up my workflow which took about the same amount of time I spent communicating with Zeni. A recent experience with their contract terms left a bad taste in my mouth. They offered me a reduced rate because my business wasn’t performing well but snuck in a clause that automatically renewed my contract for a year if I didn't cancel at the end of a three-month extension. When I tried to cancel, they delayed the process, and when I blocked their auto-charge, they refused to finish the books for a month I had already paid for. It felt like they were not being upfront, especially for a long-term customer like me. Review collected by and hosted on G2.com.

I really like the dashboard and the reporting in Zeni. The ability to provision new users and share different parts of the product/reports is good. I also appreciate the reporting feature, the dashboard, and the ability to dig into the reports to see the background of expenses, which was very good. Review collected by and hosted on G2.com.

I'm extremely disappointed with Zeni. Their customer service is the worst I've ever had. I'd used Zeni at a previous company. We cancelled our contract with them there because we ended up getting nickeled and dimed for everything we asked for help with, and because of the state of the business, it didn't make sense for us to continue. I started a new company, and the scope of services we needed were more aligned with what Zeni offered. However at the outset, I shared my concerns from the previous time, and asked for a month-to-month contract so in case expectations didn't line up, we could part ways and I could find something better aligned to our needs. They told me it would be more expensive, which I understood, and we moved forward. Fast forward 6 months. Our business outgrew the initial needs, and when we asked for help with things I thought were covered in the contract, I came to find they weren't and we were again getting nickel and dimed. I began shopping for an alternative solution that offered what we needed in our price range, found one, and then requested to terminate the contract. At that point they notified me that it wasn't a month-to-month contract, but month-to-month billing on a 12 month contract. This is obviously not what the spirit of my initial conversations with them intended (billing wasn't my concern, I was fine with the monthly price, I was worried about mismatch of needs v. services). While trying to resolve the disagreement with their Client Success team, one of their Senior Managers said: "In the spirit of partnership, we would like to explore a more aligned path forward. Based on the feedback you've shared, we're open to matching the pricing and structure of the alternative solution you're considering, with the goal of ensuring continuity while better aligning with your evolving needs." I spent the next month trying to figure out what that would look like. I continually had to follow up with them for updates, before eventually they came back to me and said: "...your contract already includes meaningful value...incorporating these additional services while maintaining the level of quality and support expected would not be feasible with a [$xxx] price point. The scope your'e outlining extends beyond what that pricing tier is designed to support." So after understand what I was looking for, and offering to match the price and services, they recanted and said they wouldn't do it. This exchange is representative of what working with them has been like, and I'd maintain your distance unless you like working with companies that see you as nothing more than a revenue stream. Review collected by and hosted on G2.com.

I like that there is always a support person that is available to help. They send you reminders for everything. Review collected by and hosted on G2.com.

Just the transactions showing up immediately would be nice Review collected by and hosted on G2.com.

Their process discipline and reporting. Zeni is very strong at building clear workflows and actually following them. Their reporting has been especially valuable — it makes forecasting and understanding growth across different parts of the business much easier. In our industry, this level of financial visibility and structure is rare, and it’s been a big differentiator for us. Review collected by and hosted on G2.com.

Very little. They operate on hours that differ from ours since we’re PST, which can occasionally create small timing challenges, but it’s minor and hasn’t impacted outcomes or responsiveness in a meaningful way. Review collected by and hosted on G2.com.

Zeni has been a meaningful step up for us since transitioning from our previous provider. They’re highly detail-oriented and extremely organized—doing the heavy lifting to get our books in the right order while minimizing what they need from us, which gives us time back. Meetings are efficient because they show up prepared, and requests are clearly tracked and easy to complete. They’re also very responsive over Slack, and the dashboard plus monthly financial statements have been reliable. Review collected by and hosted on G2.com.

Nothing at the moment as we just began working with them in December 2025. Review collected by and hosted on G2.com.

I find Zeni easy to use, especially when transitioning to a new company. Their support is super attentive to our numbers, with a great team designated to help us through any questions. They consistently fix bugs in Zeni BillPay, so we never have issues with the app. I enjoy how I can approve bills through my permission levels, and my CFO takes care of higher bills which helps fix previous bill pay issues. Zeni has saved us a lot of time by entering bills for approval easily. Their expertise in bookkeeping, keeping our ledgers and books up to date, is very valuable. They are very knowledgeable in GAAP principles, which is impressive and helpful. Zeni also helps improve our use of QuickBooks by keeping our numbers up to date and addressing loose ends. I can always count on them to catch bookkeeping issues we might miss. Review collected by and hosted on G2.com.

If I could change anything about Zeni, it would be that I would hope that they would be available maybe past 12PM Pacific Standard Time. Sometimes it's really hard to get a hold of them anytime after twelve midday, because it seems like most of their teams are international, so they're out of the day. So it would be helpful if they had some people that were there up until maybe four or 5PM Pacific Standard Time where they could still answer all our questions, and we wouldn't have to wait the next day. Review collected by and hosted on G2.com.

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

While some of the team is close to our timezone, our accounting team (controller) closes their business day at noon our time. Just an adjustment in our workday. But they are very responsive to inquiries sent after their working hours. We get a response that next morning. Review collected by and hosted on G2.com.

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.

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.

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.

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.