Every everyday transaction
- Bills, checks and card charges
- Deposits, transfers and journal entries
- Bill payments and vendor credits
Zeno for Firms
More clients per bookkeeper. The final say stays with the firm.
Your staff can ask the AI to code card charges, match receipts, prepare bills and invoices, count stock, write budgets and set up projects for each client. They review the proposed entries together and leave out anything that needs more information. What you teach it about a client is still there next month, and for the next person who takes the client over.
First client free for 14 daysSet it up yourselfNo setup fee
Firm pricing
Start at $149. Add books as the practice grows.
The base includes three client books on QuickBooks Online and everyone at the firm. Clients on QuickBooks Desktop run on the Desktop licence; their live bank feeds come through the connectors add-on on this same account, so the firm has one login and one invoice.
- Books 4–25$29 each per month
- Books 26–100$19 each per month
- Books above 100$12 each per month
- PeopleUnlimited and free, on every plan
A practice's month
Zeno prepares every client. Your firm decides.
The matching and coding for each client is done before anyone opens the file, by that client's own rules. Your people spend the month on review, the exceptions and the advice.
Every client
Ridgeline BuildersBank feed · card feed · receipts412lines
Willow DentalBank feed · bills by email268lines
Harbor CaféCard feed · statement import531lines
Northline StudioBank feed · receipts147lines
+ 20 more clients
Prepared by Zeno
ZenoEvery client's month
- Match
- Code by each client's rules
- Plan
24client months prepared
6,940lines matched or coded
88%coded by a rule your firm confirmed
0entries posted without a person
Each client keeps its own rules, documents and history.
Decided by your firm
One review queue
What needs a person
- Ridgeline BuildersPlan · 62 entries
- Willow Dental11 bills
- Harbor Café3 held for a receipt
- Northline StudioReady to close
Approved plans post to each client's QuickBooks Online. Your staff prepare; only the people you allow can approve.A client’s month in one instruction“Code September for Ridgeline from the card feed and the receipts folder. Hold anything over $250 without a receipt.” The plan comes back with the exceptions marked.
Teach a client onceSave the coding you confirm as a rule for that client. A fact about the client sits beside the vendor it concerns. It survives staff turnover and a change of AI.
See every client that needs a personOne queue across the practice: plans waiting for approval, documents nobody has claimed, postings that failed, months not yet closed.
What the AI can do
Almost everything your staff does in QuickBooks Online.
Entries, sales, purchasing, stock, budgets, projects, lists and cleanup. The AI prepares the work for each client and someone at the firm approves it. When the keying is gone and the job is review, one person can carry far more clients.
Billing and receivables
- Invoices, estimates and sales receipts
- Payments received, credit memos and refunds
- Invoices emailed to the client’s customers
Orders and the shelf
- Purchase orders to vendors
- Stock counts posted as quantity adjustments
- Products and services kept up to date
The client’s QuickBooks budgets
- Budget against actual, by month and account
- Next year’s budget written into QuickBooks Online
- Changes to a budget the client already has
Jobs and what they cost
- Projects created, renamed, completed or removed
- Invoices, bills and expenses assigned to a project
- Project dates and status kept current
Names, accounts and settings
- Customers, vendors, employees and accounts
- Classes, locations and terms
- Recurring transactions and currencies
Fixing what is already there
- Recoding, voiding and deleting transactions
- Duplicates found and retired
- Receipts and documents attached to entries
The month finished
- Every QuickBooks Online report, read live
- Each client’s month marked done once approved
- Questions sent to the client, answers kept
Beyond QuickBooks Online. Bank and card feeds, Stripe, Square and Helcim payouts, staff expense claims and the documents clients forward all arrive in Zeno and become plans the same way.
Always current. Every plan is checked against the books as they are when it is approved, and a change someone makes in QuickBooks Online usually reaches Zeno within seconds.
What stays in QuickBooks Online. Running payroll, the reconcile screen, closing the books, and paying sales tax, along with sales orders, assembly builds and mileage. Bank lines come through Zeno’s own feed rather than the For Review list.
The full list, with what each one needs: every tool in the docs → · How bookkeeping workflows run in Zeno →
An example using a sample company
The AI prepares. Someone at the firm decides.
In this sample company, saved rules supplied the coding for 14 card charges. The reviewer checked the entries and approved $2,992.70 for posting to QuickBooks Online.
$2,992.70 posted14 chargesReviewed before posting
01 · PREPARE
Start with the charges already coded.
Standing rules filled the coding for 14 Business Visa charges. The prepared $2,992.70 batch waited for a person’s decision before anything posted.
See the prepared plan (original screenshot, opens in a new tab)
02 · APPROVE
Check the entries and approve them.
The reviewer saw the source, coding, amount, warnings, and exclusions. If any included entry changed, Zeno would require a new decision.
See the recorded approval (original screenshot, opens in a new tab)
03 · CHECK
See the approved charges in QuickBooks.
All 14 approved charges appear in the QuickBooks register. Zeno links each result to the entries and approval so the reviewer can check the finished work.
See the posting results (original screenshot, opens in a new tab)Illustrated workflow · Original captures from September 8, 2026, in Zeno staging and Intuit’s QuickBooks Online sandbox. View the posted charges in QuickBooks Online (opens in a new tab)
Built for a practice
Every client in its own lane. The whole practice in one view.
Nothing a client teaches Zeno leaks into another client’s books. Nothing that needs a person hides in a single client’s workspace.
CLIENTS
Who owns which book
Each client shows its QuickBooks connection, the people responsible, what is open, and who decided what.
THE QUEUE
What needs a person today
Plans waiting for approval, exceptions the AI held, postings that failed, and unclaimed documents, across every client.
CLIENT QUESTIONS
A shared bookkeeping zone
Give owners view-only access to ask about their books. Questions on bank lines notify them by email, and their AI can hand in receipts from their Drive or inbox—without giving your firm access to their private files.
PER-CLIENT MEMORY
Rules and facts stay with the client
Coding rules, client facts, documents and history belong to the client that taught them. The AI cannot reach across.
FIRM PLAYBOOKS
How this firm closes a month
Your close checklist, written once, followed for every client, by whoever is doing the work and whichever AI they use.
THE RECORD
What happened, and why
From the AI session to the person who approved it to the QuickBooks transaction, with the explanation and the open items still attached.
Every page of the console is documented before you sign up: tour the firm console →
The same safety for every client
The AI cannot post. Only someone at the firm can.
This is built into the software, not into a prompt. It holds for a junior preparer’s first client and for the partner’s biggest one.
- The AI sees one client at a timeEvery request carries the firm, the client, the company and the person’s role. There is no connection that sees everything.
- Checked before you see itNames, accounts, duplicates, dates and the client’s rules are checked against live QuickBooks before the plan reaches a reviewer.
- Approval covers exactly what was reviewedIf anything in the plan changes before it posts, it stops and comes back for another look.
- Everything can be traced, and posted runs can be reversedThe plan, the decision, the QuickBooks result and any reversal stay together on the record.
Getting started
Connect one client. Connect your AI. Put one month through.
No setup fee and no services package. The first client is free for 14 days.
- 01Create the firm
Name the practice and invite the people who prepare or approve work.
- 02Connect the first client
Authorize the client’s QuickBooks Online company through Intuit.
- 03
- 04Approve one real plan
Have the AI prepare a month, read the plan, approve it, and open the record afterwards.
FIRST CLIENT · 14 DAYS · NO CARD