Zeni
Zeni provides AI-powered financial operations and business banking services, managing $1.3 billion in transactions monthly and offering a comprehensive dashboard for real-time financial insights.
Business Banking Services
Zeni provides an array of business banking services designed to meet the unique needs of businesses at any stage. The services include checking accounts with up to $2.5 million in FDIC insurance, charge cards for expense management, and high-yield interest accounts with up to 4.05% APY. There are no monthly fees for banking services, making it a cost-effective option for businesses. Additionally, Zeni offers bill payments and employee reimbursements with same-day ACH payouts, providing financial flexibility and efficiency.
AI-Powered Financial Operations Platform
Zeni leverages advanced AI technology in its financial operations platform to provide real-time financial insights and automated processes. The platform includes services like AI-powered invoice processing for bill payments, AI-powered expense processing for reimbursements, and automated accounts payable processes. This allows businesses to maintain accurate and up-to-date financial data, streamline operations, and reduce manual effort.
Fractional CFO and Financial Planning Services
Zeni offers fractional CFO services for businesses seeking financial strategy and planning without needing a full-time CFO. These services include financial planning and analysis (FP&A), tax services including federal, state, and local tax returns, R&D tax credit management, financial modeling and budgeting services, and fundraising support. Zeni also assists with due diligence and investor relations to help businesses prepare for board meetings and financial reporting.
Comprehensive Financial Dashboard
Zeni's comprehensive financial dashboard aggregates all financial data into a single interface, providing a holistic view of a business's financial health. Features include real-time financial insights, multi-level approval processes for bill payments, a finance KPI dashboard, and monthly business reviews of key performance indicators (KPIs). This tool is designed to help businesses make informed financial decisions and track their performance efficiently.
Financial Operations Management
Zeni provides an extensive range of financial operations management services. These include daily bookkeeping, payroll management, budgeting and tracking, board meeting finance presentations, and financial modeling. Additionally, Zeni offers a finance concierge service to assist with day-to-day financial tasks and ensure smooth financial operations. This comprehensive support aims to streamline financial management and enhance business productivity.