Zenzo for Finance

Close the gap between the numbers and the reasons.

Finance teams spend the month explaining figures that live in five systems. Zenzo joins your ledger, billing and payment data, answers in plain English, and shows the working behind every figure so it survives a review.

  • Read-only connections
  • Sensitive data hidden before AI sees it
  • 30+ connectors

Connects to the tools Finance teams already use

XeroStripeRazorpayCashfreeChargebeeGoogle SheetsExcel (XLSX)SnowflakePostgreSQLSalesforce
Before and after

What stops being
a spreadsheet job.

The work doesn’t disappear. The copy-paste does.

TodayManual work
Finance director · the usual way
  • Variance commentaryExport actuals, paste them into last month’s file, write the explanation by hand.
  • Billing vs ledger checksLookups across two exports, repeated every close.
  • Ad-hoc questions from leadershipA request lands in your inbox and the answer takes a day.
  • Audit requestsRebuilding how a number was produced months later.
With ZenzoEvidence attached
Finance director · with Zenzo
  • Variance commentaryAsk why a line moved and get the drivers plus a draft paragraph you can edit.
  • Billing vs ledger checksA saved reconciliation that reruns on schedule and lists only the exceptions.
  • Ad-hoc questions from leadershipLeaders ask in plain English, inside the permissions you set.
  • Audit requestsEvery query is logged in a signed audit trail you can export.
How it works

From question
to answer you can check.

Follow one Finance question through Zenzo, from the moment it’s asked to the evidence behind the answer.

Ask
Is any vendor billing us twice?
Which customers are paying later than they used to?How much recurring revenue is at risk from expiring cards?
Answer

Is any vendor billing us twice?

Bills from the same vendor with matching amounts and close dates, listed side by side for a person to confirm.

Answered with Zenzo Analyst · from Xero and Excel (XLSX)
Evidence attached · sources and query shown

You get a plain-English answer with the evidence attached.

Questions with proof

Questions finance asks.
Proof finance gets.

Every answer arrives with what it was built from, so a reviewer can follow the trail without asking you.

Ask what Finance asks every week

Every answer arrives with what it was built from, so a reviewer can follow the trail without asking you.

Is any vendor billing us twice?

Bills from the same vendor with matching amounts and close dates, listed side by side for a person to confirm.

How much recurring revenue is at risk from expiring cards?

Active subscriptions whose card expires before the next renewal, summed by plan.

Which cost lines grew faster than revenue?

Expense categories ranked by growth against revenue growth over the same months.

What does our refund policy allow for annual plans?

The answer quoted from the current policy, with the page and the date it was last reviewed.

Do gateway settlements match our orders?

Answered with Zenzo Analyst from Razorpay, Cashfree and PostgreSQL, with the evidence attached.

Decision rhythm

Finance runs on a calendar.
So does Zenzo.

The same questions come back every week, month and quarter. Zenzo is set up to answer each one at the moment it gets asked.

  1. Monday
    Where did cash move last week, and was any of it unexpected?

    Zenzo deliversA cash digest in Slack: inflows by source, outflows by vendor, and anything outside its normal range flagged.

  2. Day 3 of close
    Which accounts still don’t reconcile against billing?

    Zenzo deliversA list of unmatched lines between Stripe payouts and Xero, grouped by likely cause.

  3. Forecast review
    If collections keep this pace, where do we land at quarter end?

    Zenzo deliversA forecast with its error rate shown next to a simple baseline, so you can judge how far to trust it.

  4. Board week
    What do we tell the board about margin this quarter?

    Zenzo deliversA written summary drafted from the figures, with every number linked back to its query.

Where each product fits

Start with Analyst.
Add the rest as you grow.

Zenzo products are built to work together on one platform, so each step builds on the one before it.

Guardrails

Switched on
from the first question.

The controls Finance teams ask about first, applied to every query and every answer.

Privacy firewall

Only masked schema metadata is sent to the AI model. Sensitive data hidden before AI sees it.

Column-level masking

Give each role full, masked or no access per table, and redact, hash or partially mask sensitive columns.

Row-level security

Per-role and per-user filters are applied to every query automatically, so people only see their own data.

Tamper-proof audit trail

Every action is logged with personal data scrubbed and a cryptographic signature that proves it hasn’t been altered.

Single sign-on

Sign in with Google, Microsoft, Okta or any OIDC provider, with SCIM to add and remove users automatically.

Your model, your keys

Bring your own API key, choose OpenAI, Azure OpenAI or Anthropic, or run local models with Ollama.

Salaries and bank details stay maskedRow data stays on your sideAn audit trail that holds up
Explore more

Questions rarely stop
at one team.

These pages pick up where this one ends.

FAQ

Questions from
Finance teams.

Still deciding? We’re happy to walk through your own data and questions.

Can Zenzo post journal entries or change our ledger?

No. Connections are read-only. Zenzo reads from your systems to answer questions and never writes back to your accounting tools.

Will the numbers match our accounting system?

They come from it. Zenzo queries the source directly and shows the query, so any difference can be traced to a filter, a date range or a definition instead of guessed at.

How does Zenzo handle more than one currency?

Zenzo queries the currency fields your systems already store. When an answer depends on conversion, the SQL shows exactly which fields or rates were used.

Can our auditors see how a figure was produced?

Yes. Saved queries keep their version history, and the audit log records every run. Both can be exported.

Get started

Bring your Finance
questions.

Connect a source, ask what your team asks every week, and check the evidence behind every answer.

Read-only connections · Sensitive data hidden before AI sees it · 30+ connectors

Check out the plans that fit your team or organization.

See Pricing