Zeni

Zeni's AI-Powered Financial Operations Platform

Zeni leverages advanced AI technologies to provide a comprehensive financial operations platform tailored for businesses of all sizes. The platform offers real-time financial insights, facilitating better decision-making through a single dashboard. Key features include AI-powered invoice and expense processing, which streamline bill payments and reimbursements. Additionally, Zeni’s platform supports automated accounts payable processes and multi-level approval workflows, ensuring accuracy and efficiency in financial operations. By integrating AI, Zeni helps businesses manage their finances more effectively, reducing manual workloads and minimizing errors.

Zeni's Business Banking Services

Zeni provides a range of business banking services designed to meet the needs of modern enterprises. These services include checking accounts with up to $2.5 million in FDIC insurance, high-yield interest rates up to 4.05% APY, and no monthly fees. The company also offers charge cards for effective expense management and same-day ACH payouts for reimbursements. Zeni’s banking solutions are integrated with its financial platform, providing seamless financial management and real-time updates that businesses can rely on for accurate and timely financial data.

Zeni's Tax and Compliance Services

Zeni offers comprehensive tax services, including federal, state, and local tax returns, as well as R&D tax credit management. Their expertise extends to managing annual tax returns for startups and providing financial planning and analysis (FP&A) services. Zeni’s team assists businesses in maximizing their tax benefits and ensuring compliance with all regulatory requirements. Additionally, Zeni provides due diligence and fundraising preparation, helping businesses navigate complex financial landscapes and secure necessary funding.

Zeni's Financial Planning and Analysis

Zeni delivers robust financial planning and analysis (FP&A) services that support businesses in developing and executing effective financial strategies. These services include budgeting and tracking, monthly business reviews of key performance indicators (KPIs), and detailed financial modeling. Zeni also offers board meeting finance presentations, ensuring that stakeholders have clear and actionable insights into the company’s financial health. The FP&A services are designed to provide businesses with the tools and knowledge needed to achieve their financial goals and sustain growth.

Zeni's Fractional CFO Services

Zeni provides fractional CFO services, offering businesses access to high-level financial expertise without the full-time cost. These services include financial strategy and planning, fundraising support, investor relations, and board meeting preparation. Zeni’s fractional CFOs help businesses develop long-term financial strategies, manage investor communications, and prepare for key financial events. This service is particularly beneficial for startups and growing businesses that require experienced financial leadership but may not have the budget for a full-time CFO.