United States · Financial services startup

Zeni

Zeni is a fintech company based in Palo Alto, California, founded in 2018 by Swapnil and Snehal Shinde.

Funding reportedLast round: Series B

Financial servicesPalo Alto, United States

About Zeni

Zeni is a fintech company based in Palo Alto, California, founded in 2018 by Swapnil and Snehal Shinde.

It serves as an AI-first finance concierge for startups and small businesses, addressing the challenges of outdated bookkeeping systems. Zeni combines AI-powered bookkeeping and accounting software with a dedicated Finance Concierge Team, offering a personalized approach to financial management. The company provides a comprehensive suite of services, including automated bookkeeping, CFO services, tax advisory, payroll administration, and expense management. Zeni's core product is its All-In-One Finance & Accounting Platform, which integrates with existing accounting software to streamline financial operations. With a focus on startups, particularly in the SaaS sector, Zeni aims to simplify financial complexities and enhance strategic planning for its clients.

What company datasets say Zeni raised

Funding, as reported

Reported in all$63Min dollars
Last roundSeries B
Last round size$34M
Last round dateAug 2021
Investors listed5

Founders and team

From Zeni's own website: 4 founders, 5 on the team.

Arjun VoraCEO & Co-Founder
Swapnil ShindeCEO & Co-founder
Wander MapsCo-Founder & CEO
Snehal ShindeCPO & Co-founder
  • Steve ArntzCEO at Campfire
  • Megan PrinceChief Revenue Officer
  • Ben AshworthVP of Marketing
  • Rahul MayekarVP of Design
  • Scott WhiteheadVP of Strategy & Partnerships

On a portfolio page

Investors who name them

Each firm lists Zeni on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

The company, in detail

What they build

Known for

ai-driven financial complianceautomated payroll supportmanagement consultingexpense reimbursement automationreal-time trackingconsumersbusiness financial healthai cash flow forecastinggaap-compliant accountingstartup tax accountantai startup financetax preparationenterprisesautomated financial alertsr&d tax creditsreal-time financial dashboard

Built with from their website

PlaidGoogle Tag ManagerAmazon CloudFrontPaypalQuickBooksYouTubeGoogle WorkspaceCloudFlareViewport MetaHubspot

+8 more

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Sector
Financial services
Industry code
NAICS 511210, 541219, SIC 7375, 7372, 8721
Region
California
Revenue
$129M a year, as listed

Financial services in United States

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