How to Use Zeni

Getting started with Zeni

With Zeni, you’ll streamline your financial management, automating bookkeeping tasks and gaining real-time insights into your business finances. After reading this guide, you’ll be ready to set up your account and manage your transactions efficiently.

Step 1: Sign up and set up

1. Go to Zeni's website.
2. Click on the “Get Started” button on the homepage.
3. Fill in the required fields, including your name, email address, and business details.
4. Choose a subscription plan that suits your needs (note that Zeni is a paid service, so ensure you understand the pricing).
5. After confirming your email, log in to your new account.

Step 2: Your first financial task

1. Once logged in, navigate to the “Transactions” tab on the left sidebar.
2. Click on “Upload Receipts” to add your financial documents. You can upload images or PDFs.
3. Zeni will automatically categorise the transactions for you. Review the categories and make any necessary adjustments by clicking on the transaction and selecting a new category from the dropdown menu.
4. To view your financial insights, go to the “Dashboard” tab. This will display your income, expenses, and cash flow in real-time.

Step 3: Get better results

1. Regularly check the “Insights” section to understand your spending patterns and identify areas for cost-saving.
2. Set up alerts in the “Settings” menu to notify you of unusual spending or when you reach budget limits.
3. Integrate your bank account by going to “Bank Connections” under the “Settings” tab. This will automate transaction imports and categorisation.
4. Use the “Reports” feature to generate monthly financial summaries. Click “Generate Report” and choose the type of report you need.

Pro tip

Take advantage of Zeni's AI-driven categorisation by regularly reviewing and adjusting categories. This will improve the accuracy of future transactions, saving you time on manual corrections.

Common mistake to avoid

Avoid skipping the bank integration step. Not connecting your accounts means you’ll miss out on automated transaction updates, leading to more manual work and potential errors in your financial records.