Pricing plans for every kind of user
Frequently asked questions
Have questions about how our analytics platform works? Find answers to some of the most common inquiries we receive below.
Is ZenFinance right for my business?
ZenFinance is built for Canadian business owners, freelancers, and professionals who want to save hours every month by automating bookkeeping tasks. If you’re tired of chasing receipts, sorting transactions, or juggling multiple accounts, ZenFinance is designed for you.
Do I still need an accountant if I use ZenFinance?
ZenFinance doesn’t replace your accountant—it makes their job easier. By automatically categorizing transactions and keeping your books tax-ready, you’ll spend less time (and money) on cleanup during tax season.
Can ZenFinance replace QuickBooks or Wave?
Yes, for many business owners. Unlike QuickBooks, which is designed for accountants, ZenFinance is simple, automated, and focused on Canadian tax rules. If your goal is saving time and maximizing deductions, ZenFinance is a better fit.
How does ZenFinance connect to my accounts?
We use Plaid, the same technology trusted by major banks, to securely connect your financial accounts. Once linked, your transactions automatically sync and are categorized for you.
Can ZenFinance pull invoices and receipts automatically?
Yes. By connecting your email, ZenFinance fetches invoices and receipts automatically and matches them to the right transactions—so you’re always organized.
Is my financial data secure?
Absolutely. ZenFinance uses bank-grade encryption to keep your data safe. Your information is never shared without your permission and you remain in full control.
Can my accountant or team access my ZenFinance dashboard?
Yes. You can grant accountants, investors, or staff secure access with entity-level permissions—so everyone gets the visibility they need, and nothing more.
What happens if I cancel?
You can cancel at any time. Your data remains yours, and you’ll be able to export your financial records whenever you need them.