Worry-free bookkeeping, accounting, and taxes with Zeni.ai
August 02, 2021

Worry-free bookkeeping, accounting, and taxes with Zeni.ai

Trey Davis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zeni

We use Zeni for our financial and accounting services. Myself and the CEO primarily uses Zeni. Zeni solves the problem of keeping our books up to date, managing our finances, and providing us overviews of our accounts and spending. The main advantage of using Zeni is that they use machine learning to automatically categorize your transactions every day, so your books are ready every 24 hours. With our previous provider, we wouldn't receive our reconciled books until the 15th of the following, month and most of the time they were late. I like being able to go into Zeni to see exactly where my financials are and not have to question if everything being up-to-date.

Pros

  • Automatic bookkeeping- Zeni reconciles your books every day so that your financials are up-to-date.
  • CPA oversight- Zeni's software and CPA team caught several issues when we first onboarded and then help us reconcile those issues.
  • Filing taxes- Zeni offers tax filing services that have been great.
  • R&D tax credit- Zeni calculates your R&D tax credit at a fraction of the cost of other services.

Cons

  • None- I have no areas of improvement for Zeni.
  • Zeni has made it very easy to get ready for financial presentations in board meetings.
  • Zeni has saved us hours of time by providing clear financial updates.
We used Bench.co before switching to Zeni- our books were often not available when promised, we had issues with duplicate transactions, and we had serious communication issues when trying to file our taxes. Zeni corrected our books and got our taxes filed quickly and seamlessly.

Do you think Zeni delivers good value for the price?

Yes

Are you happy with Zeni's feature set?

Yes

Did Zeni live up to sales and marketing promises?

Yes

Did implementation of Zeni go as expected?

Yes

Would you buy Zeni again?

Yes

Zeni is really simple and straightforward to use. I've never had any issues locating the information that I needed.
The Zeni team has always been quick to respond and get on a call if needed.
Zeni is well suited for any organization that needs accounting work. They have been great for us since we are in the SaaS space and they adjusted our accounts to reflect SaaS needs and metrics. So far I think Zeni would be a fit for any size of company. I think it would be great to start out with Zeni so that you have them in place as you grow.

Zeni Feature Ratings

10.0
Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
10
Electronic tax filing
10
Self-service portal
10
Global Financial Support
Not Rated
Primary and Secondary Ledgers
10
Intercompany Accounting
10
Localizations
Not Rated
Journals and Reconciliations
10
Enterprise Accounting
10
Configurable Accounting
10
Centralized Rules Framework
Not Rated
Standardized Processes
10
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
10.0
Dashboards
10
Standard reports
10
Custom reports
Not Rated
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10

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