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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

CFO Silvia is an AI-driven financial intelligence platform that acts as a personal CFO for modern investors. It centralizes financial data by connecting banking, brokerage, crypto, loan, and asset accounts into a single, real-time view. CFO Silvia tracks net worth changes, investment performance, and asset values automatically. Through conversational chat, users can ask CFO Silvia questions about their finances and receive context-aware insights. The platform identifies risks such as overexposure, unnecessary fees, tax drag, and inefficient cash allocation. CFO Silvia enables users to run detailed scenario analyses to model future financial outcomes. It leverages real-time financial data and web research to generate actionable reports. Strong encryption and read-only access ensure user data remains secure. CFO Silvia removes the need for spreadsheets and fragmented tools. It gives users clarity and confidence over their entire financial picture.

Description

Zeni's intelligent bookkeeping and accounting services will give you real-time financial insight and a full-service team of finance professionals. Certified accountants and Zeni's AI deliver accurate books that you can trust. Zeni provides a Finance Concierge that is available 24x7. Our top-of-the-line CFO services include Financial Projections & Analysis and Scenario Modeling, Budgeting vs Actuals, and board meeting presentations. Zeni can handle all aspects of tax compliance, including ongoing tax returns and tax compliance. She can also assist with R&D tax credits for venture- and seed-funded companies. Zeni provides timely and accurate reports that are 100% accurate for you, your team, and investors. Zeni uses AI to transform your accounting data into intelligent insights and automatically delivers all reports each month. Zeni can pay any bill quickly and easily using bank transfers, debit cards, or credit cards.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Charles Schwab Yes 
Coinbase Yes 
Fidelity Yes 
J.P. Morgan Payments Platform Yes 
Redfin Yes 
Robinhood Yes 
Vanguard Yes 
Zillow Yes 

Integrations

Charles Schwab No 
Coinbase No 
Fidelity No 
J.P. Morgan Payments Platform No 
Redfin No 
Robinhood No 
Vanguard No 
Zillow No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$299 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CFO Silvia

Founded

2025

Country

United States

Website

www.cfosilvia.com

Vendor Details

Company Name

Zeni

Country

United States

Website

www.zeni.ai/

Product Features

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

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