Zeni
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes a starting price
- Local or remote?
- Not verified
- Software?
- QuickBooks Online, Bill.com, Expensify, Square, Stripe
Who they say they serve: startups, accounting firms, B2B service providers, ecommerce, consulting firms (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services; publishes a starting price.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Zeni | home page | |
| Website | https://www.zeni.ai/ | home page | |
| Office locality | Palo Alto, CA | home page | |
| Service area | United States (stated by the firm) | /pricing | |
| Phone | +15108586558 | home page | |
| Offers bookkeeping | Documented: Zeni: The #1 AI Bookkeeping Software | AI Accounting LIMITED TIME OFFER FOR SEPTEMBER. 50% OFF SETUP + MIGRATION.... | home page | |
| Monthly bookkeeping | Documented: Ongoing support We’ll handle weekly reviews, monthly closes, and quarterly financial insights | /professionals | 8 pts (max 8) |
| AP / AR | Documented: ...in real time. Join waitlist AI Bookkeeping Your books, automated and always accurate AI Accounts Payable Every payable, handled automatically AI Financial Reports Every statement... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: Payroll Our payroll specialists cover everything from employee onboarding, termination, and payroll system management. Payroll Manager Service Starting at $199 /Monthly | /pricing | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...payable, handled automatically AI Financial Reports Every statement, always current AI Month-End Close Close Your Books Faster AI Bill Pay The smartest and fastest way to pay your... | home page | 6 pts (max 6) |
| Industries served (documented) | startups, accounting firms, B2B service providers, ecommerce, consulting firms | /about-us | 5 pts (max 5) |
| Software supported | QuickBooks Online, Bill.com, Expensify, Square, Stripe | home page | 5 pts (max 5) |
| Pricing approach published | Publishes a starting price: "Starter Starting at $549 /Monthly - Basic AI Bookkeeping For Pre-Revenue Companies + Dedicated Finance Team" | /pricing | 6 pts (max 6) |
| What is included / excluded | Documented: ...basis, so all of the time spent servicing your business - human, or otherwise - is included in the flat monthly subscription fee. What qualifications do the Zeni Finance Experts... | /pricing | 5 pts (max 5) |
| Onboarding described | Documented: What does the Zeni onboarding process entail? Start to finish, the Zeni onboarding process takes about 30 minutes to complete via a Zoom video call | /about-us | 4 pts (max 4) |
| Reporting cadence stated | Documented: We’ll handle weekly reviews, monthly closes, and quarterly financial insights | /professionals | 4 pts (max 4) |
| Named contact / team | Swapnil Shinde, CEO & Co-founder | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: ...decisions and receive personalized budgeting recommendations, all thanks to our dedicated team of financial advisors and AI Bookkeeping. Get demo Series B Let Zeni take care of... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 25, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy policy | /legal/privacy-policy | 2 pts (max 2) |
Checked and not found
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Zeni' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched Xero's advisor directory for 'Zeni' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Zeni' in Palo Alto, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 23 evidenced items come from Zeni's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.