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Zeni

Zeni

Private
Palo Alto, CaliforniaFinTechhttps://www.zeni.ai/

Last Round

Series B

Aug 4, 2021

Total Funding Raised

$47.5M

Company Overview

Zeni is a financial technology company that provides AI-driven bookkeeping software and financial management services for startups and small businesses.

Sector

FinTech

Verticals

Accounting & Expense, Workflow Automation, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

ai bookkeepingai accountingfractional cfoback-office automationtreasury managementai finance agentstartup accountingfinance operations platformautomated bookkeepingcfo as a serviceai-first financeoutsourced accountingvertical saasfintech platformback-office as a service

Historical Pricing

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Caplight Momentum Score

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Zeni Comparables

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Zeni comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Pilot
87%
Puzzle
86%
Truewind
85%

Zeni Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BAug 4, 2021
Series AMar 9, 2021

Key People

Founding team and executive leadership

Snehal Shinde

Chief Product Officer & Co-founder

Founding Team

Swapnil S.

CEO & Co-founder

Founding Team

CMA Saurabh Supekar

Senior Manager Fractional CFO Agentic AI CFO FP A

Executive Team

Jacob Patterson

Head Of CFO Services

Executive Team

Zeni Investors

Notable investors and investment history

Zeni investors
InvestorRounds
Twin VenturesSeries B, Series A
Sierra VenturesSeries B, Series A
Twin VenturesSeries B
Precursor VenturesSeries B
Think InvestmentsSeries B
Dragon CapitalSeries B
Firebolt VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 15, 2026

    Launched an AI-powered treasury solution for businesses.

  • Oct 5, 2025

    Added Camarillo Nursery, a retail/horticulture SMB, as a customer.

Zeni Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Zeni Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Zeni's valuation, stock price, and market status.

Firmographic Details

HeadquartersPalo Alto, California
Employee Range447
Year Founded2018
Last FundingAug 4, 2021

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