AI Agents: The Future of Bookkeeping Starts Here.

Say hello to your dream (Bookkeeping) team

Your business is unique. And so is your Zeni team. Whether it’s a Controller, CFO, Tax Advisor, or all three, you’ll get the right experts for your needs.

Meet the AI Agents

Built to handle your transactions, reconciliations, and reports flawlessly.

.avif) .avif)

AI Controller

  • Answers questions in real-time
  • Oversees financial reporting, variance analysis, ensuring accuracy and compliance

AI Bookkeeper

  • Records daily transactions, tracks expenses, merges duplicate vendors
  • Expect cleaner books, faster closes, fewer mistakes

AI Accountant

  • Handles your general ledger, reconciliations, flux analysis, and financial statements
  • Expect accurate reporting, smart reconciliations, and audit readiness

How we work with you

From day one to every decision after, we bring the right team to guide your finances and keep you on track.

Controller

Meet your Controller

  • Align on systems and set up your bookkeeping for success
  • Sync your QuickBooks
  • Access your Zeni Dashboard
  • Ongoing support

Fractional CFO

Meet your Fractional CFO

  • Align on goals and tailor support to your business
  • Review your financials
  • Build your plan
  • Ongoing support

Tax Advisor

Meet your Tax Advisor

  • Align on your business structure, filings, and long-term tax strategy
  • Review your tax profile
  • Prepare and file
  • Ongoing support

Trusted by startups, enterprises, and everyone in between

Case studies

  1. Teambridge
    How an all-in-one financial platform saved TeamBridge 53 hours per month
    CEO & Co-Founder: Arjun Vora

    Read more

  2. Matic
    How real-time OpEx reports helped Matic make decisions 10x faster
    Operations at Matic: Shafaq Presswala

    Read more

  3. Wander Maps
    How Wander Maps was able to collect $60,000 in R&D tax credit using Zeni
    Co-Founder & CEO: AJ Brau

    Read more

  4. Campfire
    Campfire raised $1.25 million with the help of Zeni’s real-time accounting and investor reporting
    CEO at Campfire: Steve Arntz

    Read more

What makes Zeni’s finance team different

With Zeni, you’re getting more than a bookkeeper—you're getting a full-stack finance team backed by AI.

Your dedicated experts (CFOs, Controllers, and Tax Advisors) focus on what really matters: optimizing margins, planning for growth, and delivering proactive financial guidance. Meanwhile, our AI handles the rest:

  • Recording transactions and tracking expenses
  • Reconciling accounts and managing your ledger
  • Preparing financials and tax filings—automatically

Meet the team

Your trusted team for everything from daily operations to long-term planning.

Team Members

  • Mike Ko
    Tax Advisor
    LinkedIn
    Proficient in: Business Strategy, Team Leadership, Financial Analysis, Financial Forecast
    Ask about: Fundraising, Investor Reporting, Financial Strategy

  • Jacob Patterson
    Head of CFO Services
    LinkedIn
    Proficient in: Business Partnership, Financial Strategy, Analytical Support, Forecasting/Budgeting
    Ask about: Cashflow Forecasting, Fundraising Support, Board & Investor Reporting

  • Karen Sanchez
    Controller
    LinkedIn
    Proficient in: International Accounting, Consolidations, SEC Reporting
    Ask about: Growing From Initial Startup To Series E

  • Wouter Osinga
    Controller
    LinkedIn
    Proficient in: SaaS, Inventory, Crypto
    Ask about: Automating Accounting Processes For E-commerce

  • Alexander Cugini
    Controller
    LinkedIn
    Proficient in: SaaS Accounting, Software Applications, Budgeting, Forecasting
    Ask about: Explaining Financials To Investors, Reducing Burn, Starting Accounting From Scratch

  • Yan Gao
    Controller
    LinkedIn
    Proficient in: Revenue Recognition, Inventory & Job Costing, Budget & Forecasting
    Ask about: Managing Working Capital & Reducing The Burn Rate, Improving Gross Margin

  • Kishor Jagare
    Associate Director - FinOps
    LinkedIn
    Proficient in: Financial Reporting, Financial Analysis, SaaS Modeling
    Ask about: Financial Reporting, Financial Analysis, SaaS Modeling

  • Mary Beth Felker
    Controller
    LinkedIn
    Proficient in: Setting Up Internal Systems For Startups
    Ask about: Compliance & Reporting Issues

  • Ankith Rana
    Associate Director - FinOps
    LinkedIn
    Proficient in: Full Cycle Inventory Accounting, SaaS Accounting, Audit Support
    Ask about: Managing Inventory, Simplifying Complex Revenue Accounting

  • Danish Matta
    Associate Director - FinOps
    LinkedIn
    Proficient in: Revenue Recognition, Inventory Management, Flux Analysis
    Ask about: Cash Flow Optimization, Risk Mitigation, Financial Analysis

  • Natalia Goncharova
    Sr. Director of Finance
    LinkedIn
    Proficient in: Stress Management, Corporate Accounting, Understanding The Big Picture
    Ask about: Preparing For Financing, Startup KPIs, Reducing Burn Rate

  • Kanakadri
    Senior Finance Manager
    LinkedIn
    Proficient in: Accounts Payable, Automation, Vendor Management, Process Improvement
    Ask about: 1099 Filing, AP Automation, System Migration, TAT Compliance

  • Dilshad Ali
    Controller
    LinkedIn
    Proficient in: Inventory, SMB & Start-up Accounting, Expense Analysis, OpEx Management
    Ask about: Cash Flow Forecasting & Management, Guide/Type Of Operating expenses

Have a question for our finance team?

Our team’s here to talk through your numbers, your goals, and everything in between.

Schedule a complimentary call