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Zeni | Company Profile

1/6/2026

Contact Information

👤
Zeni
🏢
Zeni
📍
420 florence street, palo alto, california, united states

Industry & Market

Primary Industry
financial services
All Industries
financial servicesaccounting
Location
Palo Alto, California, United States

Company Metrics

👥Total Employees
254
⚙️Engineering
50
💼Sales Team
17
📈Marketing
8
📅Founded
2019
💰Revenue
12M
Alexa Ranking#666181

Funding Information

Total Funding
$45.5M
Latest Stage
Series b
Annual Revenue
$12,000,000

Headcount Distribution

Total Employees
254
Departments
19

By Department

Department Breakdown

Finance
Engineering
Sales
Business Development
Accounting
Arts And Design
Others

Technology Stack

Analytics & Tracking

Google AnalyticsGoogle Tag Manager

Social & Marketing

Facebook Custom AudiencesFacebook Login (Connect)Facebook WidgetGoogle Dynamic RemarketingLinkedin Marketing Solutions

Development

Bootstrap Framework

Email & Communication

Gmail
Total: 30 technologies

Keywords & Focus Areas

bookkeepingaccountingcfo servicesstartup financesai-driven decision makingautomated financial compliancee-commercegaap-compliant accountingtax advisoryai-driven financial complianceai for venture-backed startupsfinancial data visualizationautomated bookkeeping for saasfinancial kpi dashboardsai-powered financial insightsai-powered financial planningstartup finance softwareautomated financial audits for startupsfinancial kpi trackingai cash flow optimization+10 more
30 total keywords

Zeni

Overview

Founded in 2019 by brothers Swapnil and Snehal Shinde, this AI-powered bookkeeping and finance operations platform is based in Palo Alto, California. The organization specializes in delivering real-time financial insights to startups and small businesses through advanced AI-driven technology and a dedicated finance concierge team. It actively manages more than $20 billion in annual transactions and supports nearly 400 startups, handling over $1 billion in monthly transaction volume.

The all-in-one platform offers automated data posting, transaction categorization, real-time dashboards, and services including tax support, payroll, and expense reimbursements. With a presence across five offices, the company strives to lower finance team costs by up to 50% for clients, while providing proactive financial insights and compliance. The organization has shown considerable growth, processing over $3 billion in transactions annually and securing $45.5 million in total funding.

Basic Information

Industryfinancial services
Founded2019
Revenue12M
Headquarters420 Florence Street, Palo Alto, California, United States
Alexa Ranking666181

Contact Details

Key Focus Areas & Initiatives

  • Bookkeeping
  • Accounting
  • CFO services
  • Startup finances
  • AI-driven decision making
  • Automated financial compliance
  • E-commerce
  • GAAP-compliant accounting
  • Tax advisory
  • AI-driven financial compliance
  • AI for venture-backed startups
  • Financial data visualization
  • Automated bookkeeping for SaaS
  • Financial KPI dashboards
  • AI-powered financial insights
  • AI-powered financial planning
  • Startup finance software
  • Automated financial audits for startups
  • Financial KPI tracking
  • AI cash flow optimization
  • Automated tax credit claims
  • Accounting services
  • AI-powered CFO services
  • Consulting
  • AI cash flow forecasting
  • Real-time financial dashboard
  • AI invoice processing
  • AI financial health monitoring
  • Automated payroll support
  • Automated tax filing
  • AI transaction matching
  • Financial analytics
  • Automated international payments
  • Financial planning
  • Startup financial tools
  • Financial data security
  • AI compliance tools
  • AI market trend analysis
  • AI-powered financial analysis
  • AI vendor recommendations
  • Automated accounting
  • AI-powered investor reporting
  • AI bookkeeping
  • Cash flow management
  • Automated bill pay
  • AI expense tracking
  • Financial forecasting
  • AI financial trend analysis
  • Startup financial modeling
  • Business banking platform
  • AI financial reporting
  • AI transaction categorization
  • Financial technology
  • Financial automation
  • Financial data automation
  • FDIC insured accounts
  • Cloud accounting software
  • Software as a service (SaaS)
  • Business growth tools
  • Automated financial audits
  • Financial reporting automation
  • Financial management SaaS
  • AI-driven financial KPIs
  • Financial data integration
  • Startup finance management
  • Bank reconciliation automation
  • Fintech
  • Business expense automation
  • Automated financial alerts
  • AI-powered budgeting
  • High-yield business accounts
  • AI-driven expense management
  • Business financial scalability
  • Financial data accuracy
  • AI-powered financial advisement
  • AI for SaaS companies
  • Fractional CFO
  • AI for high-growth startups
  • Tax credit maximization
  • Financial operations automation
  • Business credit card automation
  • AI compliance monitoring
  • Multi-currency support
  • Real-time startup accounting
  • Predictive analytics
  • Financial advisory
  • AI startup finance
  • Business financial health
  • Foreign reporting support
  • Real-time financial insights
  • AI risk management
  • Expense reimbursement automation
  • Automated journal entries
  • Banking
  • Financial operations
  • Receipt analysis
  • Transaction optimization
  • Vendor verification
  • AI bill pay
  • Invoice processing
  • Customizable workflows
  • Employee reimbursements
  • ACH payments
  • FDIC insurance
  • Business checking
  • Cashback credit card
  • Expense management
  • Fractions CFO services
  • Tax filing assistance
  • Payroll management
  • Financial modeling
  • Budgeting services
  • Cash flow analysis
  • R&D tax credits
  • Compliance management
  • Expense tracking
  • Data categorization
  • Bank reconciliation
  • Financial reports
  • Startup support
  • Expense reporting
  • Credit management
  • Tax strategy
  • Outsourced accounting
  • QuickBooks integration
  • Online payments
  • Real-time tracking
  • Revenue forecasting
  • Accounts payable
  • Accounts receivable
  • Remote accounting services
  • Startup tax accountant
  • Cost-effective solutions
  • Tech startup finance
  • Investment strategy
  • Management consulting

Technologies Used

  • Android
  • Bootstrap Framework
  • Chargebee
  • CloudFlare Hosting
  • Cloudflare DNS
  • DoubleClick
  • DoubleClick Conversion
  • Facebook Custom Audiences
  • Facebook Login (Connect)
  • Facebook Widget
  • Gmail
  • Google Analytics
  • Google Apps
  • Google Dynamic Remarketing
  • Google Font API
  • Google Tag Manager
  • Gusto
  • Hotjar
  • Hubspot
  • Linkedin Marketing Solutions
  • Lucky Orange
  • Mailchimp Mandrill
  • Microsoft Office 365
  • Mobile Friendly
  • React Redux
  • Remote
  • Reviews
  • Segment.io
  • Visual Website Optimizer
  • Webflow

Affiliated Organizations & Regional Branches

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