Zeni is a Palo Alto based financial technology company offering AI bookkeeping paired with an in-house team of accountants, CPAs, and CFOs, sold as a subscription alongside bill pay, reimbursements, banking, and add-on tax, CFO, and payroll services.

A US-incorporated, venture-backed C-corp or LLC that wants bookkeeping, bill pay, reimbursements, banking, and cards in one dashboard, plus in-house R&D credit work, foreign-shareholder tax reporting, and board-deck support from a fractional CFO, and is willing to sign a one-year agreement to get all of it from a single vendor with one concierge contact.

Zeni states its services are currently available only to US-based entities and that it generally does not work with sole proprietorships or partnerships. Tax filing, fractional CFO work, payroll, and sales tax reporting are priced as add-ons outside the bookkeeping subscription, and their Terms of Service describe a one-year agreement with non-cancelable fees for the initial and renewal terms.

Details are drawn from Zeni's publicly available pricing, FAQ, and terms pages as of the retrieval date and may have changed since. Verify current terms directly with Zeni before deciding.

No. Zeni's pricing page states that customers add on additional services including tax support, fractional CFO services, payroll management, and bill pay beyond the core bookkeeping plan, and its FAQ lists sales tax reporting as an add-on service. Zeni's tax service page confirms support for C-Corp, S-Corp, and LLC entities and describes R&D tax credit work with payroll-tax-offset eligibility review, but add-on pricing for these services is not published on their site.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

Yes. Zeni states that QuickBooks Online Plus is required to sync with the Zeni Dashboard, and that if a customer is not already using it, Zeni will work with them to migrate data from their current accounting software into QBO Plus. Zeni also states that where records are too messy to transfer easily, its team can perform catch-up bookkeeping first, and that a full migration could take several weeks depending on complexity.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

Zeni's Terms of Service state that the Zeni Service is a one year Agreement, subscribed to via an Order Form, with the obligation to pay fees for the Initial Term and Renewal Terms described as non-cancelable and surviving termination. On price, Zeni's pricing page lists Starter starting at $549 per month ($494 per month billed annually) and Growth starting at $799 per month ($719 per month billed annually), with Enterprise at custom pricing, and states that pricing is based on bookkeeping complexity, monthly expenses, and annual revenue.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.