Zeni employs SOC 2 Type II compliance, encrypts customer data using 256-bit Advanced Encryption Standard (AES) for storage and 256-bit SSL/TLS protocols for network transmissions. Each customer operates within a unique, isolated data partition to prevent unauthorized access.

Botkeeper vs. Zeni
We've compiled a few key differences between two automated accounting solutions: Botkeeper and Zeni. Choosing the right automated bookkeeping solution starts with ensuring your choice supports the structure and goals of an accounting or bookkeeping firm. Ready to see the power of Botkeeper? Click below to book a live presentation.
Overview
Don’t settle for a kludge solution.
A firm's automation-based bookkeeping platform should solve real problems: namely, executing those time-consuming data entry tasks, handling low-level decision-making, and providing easy access to information across a full roster of clients. Let's take a look at how Botkeeper better serves accounting and bookkeeping firms over Zeni—a solution built primarily for businesses.
Here's an overview of Botkeeper and Zeni.
Botkeeper
Botkeeper offers firms the ability to choose the right approach for each of their clients: tech-only gives firms total control over the Botkeeper platform (automated transaction categorization, exception surfacing, task and project management, and much more), while tech plus add-on services provides your firm with dedicated, professional accountants who can both run your Botkeeper platform and offer much more according to the service plan chosen. In short, Botkeeper delivers a full-suite bookkeeping and pre-accounting solution to accounting firms and their clients.
The powerful combination of our proprietary AI and machine learning with skilled accountants makes for a complete, end-to-end solution.
Zeni
Zeni is an AI-powered financial platform that provides bookkeeping, accounting, and CFO services for startups and established businesses—making them direct competitors for accounting and bookkeeping firms. It automates real-time bookkeeping, expense management, bill payments, financial reporting, and cash flow analysis while offering human-assisted insights. Designed to streamline financial operations, Zeni integrates with accounting tools like QuickBooks and provides a centralized dashboard for managing finances.
Bookkeeping Services
Automation the time-consuming and laborious aspects of bookkeeping is where Botkeeper shines. Botkeeper categorizes transactions automatically, pulling them directly from bank and credit card feeds, the GL itself, or your uploaded statements. It continuously monitors what's coming into your clients' QBO or Xero instances, surfacing exceptions automatically. It automates reconciliations, and even tracks closings so firms always have a comprehensive view of how the bookkeeping function is performing across the entire client roster.
With Zeni, startup customers get everything finance-related for a flat monthly fee as part of its bookkeeping, accounting, and CFO services, which includes: bill pay and invoicing, expense and receipt management, financial projections, payroll administration, real-time reporting via Zeni Dashboard, monthly financial statements, and for an additional fee, yearly taxes and R&D credit.
But of course, your firm still has plenty of work that neither Botkeeper nor Zeni automate—which is why Botkeeper also offers our four add-on services packages.
Zeni also offers add-on services, but they're directed at a single business.
Technology & Features
Finding the right automated accounting solution for all your bookkeeping needs can become the foundation of your practice and the differentiator you need to grow. As a result, it’s important to seek out technology and features that fit your firm, staff, AND client base. This is why we’ve made Botkeeper with our accounting partner firms in mind — we can grow and adapt our platform to your organization’s wants and needs, offering unsurpassed value for your clients.
Zeni uses artificial intelligence and a dedicated team of certified finance experts, to offer startups and established businesses a full-service finance concierge which includes daily bookkeeping and management of all other financial needs of its customers. Customers get real-time access to key financial insights via the Zeni Dashboard — including burn rate, operating expenses, cash/card balance, revenue by product, month-end reports, and more.
Botkeeper leverages proprietary machine learning technology to handle labor-intensive bookkeeping tasks by processing and categorizing transactions at an incredibly high accuracy level. This goes FAR beyond static rules—our global models are continuously refining, while your client's specific model improves with each transaction successfully coded or updated. This is smart tech that adapts.
As an end-to-end bookkeeping solution, Botkeeper integrates with QBO and Xero, auto-categorizing and matching transactions, surfacing exceptions, automatically reconciling bank and credit card accounts and recording of principal/interest loan splits. It also offers centralized communication, task and project management, secure password management, and a close tracker that helps you see at a glance how closing is proceeding.
Interacting with your team and even your clients is made simple with Activity Hub, a central space for all comments made anywhere across the platform, while Client & User Management helps you control access and permissions, customize your portal with your logo and favicon, and more. Botkeeper's Documents feature incorporates a secure portal for document storage, exchange, and review—it even includes version tracking and a customizable folder structure. And all of it is super-secure, with 256-bit encryption that's SOC 2 Type 2 accredited.
%
Average accuracy on transaction categorized by Botkeeper
Number of new clients you can bring on daily with Botkeeper
%
Average time saved by clients with Botkeeper
Training & Support
When your firm streamlines its bookkeeping with Botkeeper, your support and training needs will be unique.
To accommodate all needs cases, Botkeeper offers different service tiers. While everyone gets in-app step-by-step guides, access to our comprehensive Knowledge Base, live chat, monthly group training webinars and access to Botkeeper University (our vibrant user community), we also offer additional options:
Our Enhanced Onboarding & Support tier adds our four-week Essentials training course, a quarterly strategy consultation, and an assigned client success associate. This plan is included when adding 11-50 entities, but it available for a one-time fee if you are adding fewer than 11.
Choose Premium Onboarding & Support to add your own outreach concierge and everything in the Enhanced plan. This plan is included when adding 51 or more entities, but it available for a one-time fee if you are adding fewer than 51.
Zeni offers a Finance Concierge available 24x7. The Zeni Finance Concierge is fully staffed Monday through Friday, 9:00 am to 6:00 pm PST. They claim to complete requests within two hours, or will otherwise respond with an anticipated timeline for completion.
Security
As a firm, you want to ensure that your clients' personal and financial information is held in the strictest confidence. Before choosing a solution, ask about the level of security employed and whether the vendor's security standards are in line with those of your industry.
Botkeeper’s automated bookkeeping solution takes security seriously, with industry-standard SOC 2 Type 2 accreditation, two-factor authentication, and 256-bit encryption for data at rest and data in transit.
SOC 2 Type 2 accreditation means:
-
Botkeeper has the required data security controls in place to protect customer data against unauthorized access.
-
Botkeeper can detect anomalies and security incidents across its entire ecosystem.
-
In addition to preventing risk situations, Botkeeper can quickly repair damage and restore functionality in the event of infrastructure or system failures.
-
Botkeeper’s security controls are both correctly designed AND function as intended.
Botkeeper’s SOC 2 Type 2 accreditation is granted by an industry best, reputable independent third party, and Botkeeper renews the report annually with continuous testings. That means any information shared with Botkeeper is protected to the highest current standards, and you can rest easy knowing your data is in good hands.
Botkeeper does not collect any personal information about you unless you voluntarily provide it to us, and it does not sell, rent, or lease your personal information to third parties without your consent. Your personal information is secured from unauthorized access, use, or disclosure, using the following methods for this purpose: SSL Protocol; Two Factor Authentication; and Database Encryption.
Botkeeper is also a member of the Financial Data Exchange (FDX), a nonprofit dedicated to unifying the financial industry around a common, interoperable, royalty-free standard for secure and convenient consumer and business access to their financial data.
Zeni
MEASURE ROI
Measure the performance of your bookkeeping when you integrate an automated solution, and see what your firm is able to achieve.
Zeni offers an ROI proposition built on individual business needs, not firm needs. It can save a business up to 70 hours monthly in bookkeeping and related finance activities, but because it isn't built to scale to multiple clients, it's not immediately clear how it could compete with a solution built specifically for firms.
Botkeeper allows you to automate bookkeeping and pre-accounting procedures across an entire client roster of as few as one, or as many as thousands of clients. So you can dedicate more time and resources to your client base. Built-in collaboration via task and project management as well as centralized communication cuts down on emails, texts, or prolonged water cooler conversations. And while our investigations have shown time savings for firms at or in excess of 50% for bookkeeping activities, we've even included a module called Transaction Insights that allows you to see the savings for yourself.
Cost of Ownership
The cost of ownership is a way for you to assess the long-term value of an automated accounting solution to your firm. While the cost of the package is certainly a key component to keep in mind, it's not the only cost that you should take into account.
Zeni offers three tiers of plans — Bookkeeping, Full Service, and CFO — for a flat monthly subscription fee. Fees are determined by the company's monthly expenses, and pricing automatically scales up or down based on the average of your past two months' expenses. Their prices start from $494/per month for a basic package. Additional services are available at additional cost.
Botkeeper’s pricing for our Infinite (tech-only) package is $69/entity/month, and that includes everything the platform can do. Looking for even more? Add services to bring professional accountants into the fold for those clients with even more complex needs.
SCALABILITY
As the bookkeeping decision-maker, you probably think about your business every day (probably multiple times a day). Finding a bookkeeping solution that works for you today is as important as finding a solution that continues to work for you in the future. Will the solution you pick today be able to grow as you and your clients grow?
Zeni is focused on working with startups and small businesses. While the solution can scale for needs within a single client, it's not built to scale to multiple clients under one firm.
Botkeeper supports small, medium, or large accounting firms — we’re talking to all of you! By both managing AND reviewing the books, Botkeeper saves enormous amounts of time allowing firms of all sizes to scale endlessly. Need to add more clients? We can take it. You'll save precious time all along the process, not just at the end.
Botkeeper is much more than just software.
Choosing a bookkeeping automation provider is a crucial decision. Considerations such as ease of use, security, features, and more are top of mind, Botkeeper isn't only thinking in terms of selling software.
-
Free Training & Education — Botkeeper resources are available to help you and your entire team learn best practices and successfully execute tactics that grow your business. Take a look at the dozens of resources available, and get started today.
-
Firm-first mentality — Botkeeper doesn't compete with firms. Our platform isn't available to businesses directly, because we support the accounting profession and understand the expertise required to do the job right.
-
Deployment — When you start using Botkeeper, you'll have a dedicated team to help you get started with the software, and technical setup tasks, and execute your first successful dive into the tool.
Learn more about Botkeeper Deployment here.
We've built the Botkeeper Platform to be easy for Accounting Professionals and their clients to use. That's why we're happy to share reviews of everyday professionals using Botkeeper to grow better, just like you. Click below to request a demo.
Resources
-
Articles from Around the Web
-
Botkeeper Client Testimonials
"It’s cheaper, faster, and more accurate than any other bookkeeping company…it’s a no-brainer."
Discover real feedback from real accounting professionals like you. Folks who love Botkeeper, our bookkeeping services, and how they benefited from bringing Botkeeper into their firm or business!
-
Accounting Partner Deployment
Technical and strategic guidance on setting up and using the Botkeeper Platform
The beauty of Botkeeper is its ability to scale and adapt to our growing business. After using Botkeeper for only 6 months, we’ve been able to save 30 hours per week on transaction categorizing, 5 hours per week of reconciling deposits, and 10 hours per month on reconciling revenue for just one of our clients! With bookkeeping running seamlessly with Botkeeper, I’m able to focus my time on reviewing output and making recommendations to my clients.
