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Case Studies, Fin Ops
11 Mar 2024
Building insights on top of a vendor dashboard for FinOps & Accounting
Author
Michael Jenkins
Product Marketing Lead
Client
Products used
📣 Customer Showcase
Zeni, is an AI powered account and bookkeeping solution.
🔎 Zeni gives founders real-time insights through their dashboard into a company’s financial operations to enable them to make better decisions faster.
⭐ Zeni connects directly to a company’s accounting software and uses our Merchant Enrichment product to easily identify vendors that come from many different data sources to build up a vendor database.
Our unique merchant identification enabled Zeni to not only identify vendors but remove and merge duplicate ones so it can build insights and analysis on top of the vendor database.
🤖 Zeni also use our Categorization product to provide insights into top expense categories for customers to better understand where money is being spent and how these categories trend over time.
On top of these categories, Zeni enables customers to dive deeper into OpEx and check cash burn and expenses to enable better financial planning to forecast what runway they have left.
We are excited for what Zeni is building, enabling founders with all the right information at the right time so they can easily and quickly make decisions.