Zeno
RUN THE OPERATION. THE BOOKS FOLLOW.

The work happens here.The books flow naturally.

Custom-crafted operational workflows for property managers, electricians, trade contractors, and accounting firms. Replace disconnected apps like ServiceTitan, Service Fusion, and Housecall Pro with an all-in-one operational core and native double-entry books.

Book a 30-min walkthrough See how it works
✓ 30-day guided onboarding✓ QuickBooks migration tied to the penny✓ Zero per-seat user fees
Double-entry general ledger built-in
Human review gate before any financial write
Nightly Square & merchant payout reconciliation
Original PDF evidence pinned permanently
THE WHOLE BUSINESS, CONNECTED

The work happens here.
So does the accounting.

Every job has customers, part orders, subcontractor bills, or milestone draws. In Zeno ERP, operations and bookkeeping share the exact same records. Your team in the bay or in the field and your controller in the office work from one real-time source of truth.

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Run day-to-day operations

Manage field dispatch, parts ordering, 2-way texting, rent rolls, and engagements in custom-crafted vertical workflows. Keep files and customer chat tied to the work.

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One ledger. Zero re-entry.

Customer invoices, subcontractor draws, and card payments post straight to Zeno’s double-entry ledger. Track unit/job margins and reconcile bank accounts in real time.

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Governed AI across both

Let AI decode VINs from MMS photos, extract incoming documents, and stage batches. Consequential financial writes stop for your team's review, with full audit trails.

CUSTOM-CRAFTED OPERATIONAL VERTICALS

Purpose-built for how real operators run.

No cookie-cutter templates or generic forms. Each industry module is custom-crafted to the bone—from automated rent rolls and per-unit cost allocation to mobile technician dispatch replacing ServiceTitan, and partner-segment practice security. The double-entry books flow naturally underneath.

PROPERTY MANAGEMENT & MULTI-FAMILY

The full rent lifecycle and owner statements in one immutable ledger.

Manage portfolios from 10 to 500+ doors without juggling disconnected rent portals and lagging spreadsheets. Leases, tenant payments, repair costs, and owner distributions live in one system.

Automated Rent Roll

Scheduled rent roll generation, escalations, partial payments, and credit memos posting straight to the general ledger.

Unit-Level Cost Allocation

Allocate repair invoices, vendor checks, utilities, and capex down to the exact unit for true per-door profitability.

White-Labeled Owner Statements

1-click monthly statements ready on the 1st showing gross rent, maintenance withholdings, and net distributions.

Tenant Portals & Legal Flow

Online ACH/card payments, maintenance requests with photos, 3-day notice tracking, and complete court records.

Walk through the Property Management module Custom rate cards & opening balances tied out
Seamless Ledger DownstreamNo double-entry or sync delays

In traditional software, operational tools are isolated from accounting. Staff re-types jobs, checks, and bills into QuickBooks, creating data drift. In Zeno ERP, the moment the operational task completes and passes review, the journal entry posts to the general ledger.

Field action taken:1-click complete
Financial write staged:AI verified
Original PDF / Source:Pinned forever
Ledger status:Closed & Balanced
Proof of concept: Built for our founder’s own auto-glass shopCUSTOM MODULE PROOF

Need custom field tooling that off-the-shelf software cannot touch? We engineered a complete auto-glass operating module with EDI insurance billing, GLAXIS parts ordering, and AI VIN OCR for our founder’s own business—proving that Zeno ERP can model your most complex trade workflow on top of our native general ledger.

Discuss your custom trade workflow
SaaS-Wide Core Feature: Nightly Square & Merchant Payout Reconciliation

Across tenant portals, trade contractor field invoices, and retail point-of-sale: lump-sum bank deposits automatically unpack into individual sales, processing fees, tips, and sales tax, reconciling to the exact penny.

Explore automatic reconciliation
01 / PROPERTY MANAGEMENT & REAL ESTATE

Rent checks to owner checks.
In one continuous line.

Manage portfolios from 10 to 500+ doors without juggling disconnected rent portals and lagging spreadsheets. Tenant portal ACH and check payments match leases automatically, with scheduled rent escalations and late fees posting straight to the ledger.

Allocate vendor repair invoices and capex down to the exact unit. On the 1st of each month, generate white-labeled owner distribution statements showing gross rent collections, maintenance holdbacks, and net distributions with one click.

Explore property management
Property Management: From Rent Check to Owner StatementTenant check or ACH deposit matches lease records. Maintenance invoices allocate to the exact unit, and owner statements generate with net distributions.03 / PROPERTY MANAGEMENT & RENT ROLLTENANT PAYMENTCheck #1042 · $1,850Tenant: Marcus VanceMatched to Unit 4BLease ends 08/31/2027Zero manual rent roll typingMAINTENANCE & REPAIRPlumbing Work Order #204Vendor: Metro Rooter LLCDirect Cost: $220.00Allocated: Unit 4B ExpensesBill PDF permanently pinnedLEGAL & LEASESTenant Ledgers3-Day Notice HistoryCourt StipulationsMove-in / Move-outAudit-ready trailWHITE-LABELED OWNER STATEMENT · GENERATED ON THE 1STREADY TO EMAILOwner: Elm Street Partners LLC · 12-Unit BuildingGross Rent ($22,200) - Repairs ($840) - Management Fee ($1,776) = Net $19,584.00↳ Every distribution line links to underlying checks & work orders on the general ledgerEND-TO-END RENT CYCLE · NO DATA RE-ENTRY BETWEEN PROPERTY APP AND BOOKS
Tenant check intake, unit repair deduction, and automated 1st-of-month owner statement.
02 / ELECTRICIANS & FIELD TRADES

Replace ServiceTitan & Housecall Pro.
With an all-in-one operational core.

Electricians, HVAC pros, and trade contractors lose hours wrestling with sync errors between field dispatch software and QuickBooks. Zeno ERP unifies technician dispatch, 2-way customer texting, and estimates with native double-entry books.

Technicians view job history on mobile, relieve van stock inventory, present multi-option estimates, and collect signed card payments on-site. The invoice and payment post directly to the general ledger with zero sync delay and live job margin costing.

Explore field trade workflows
Electricians & Field Trades: From Mobile Dispatch to General LedgerTechnician is dispatched to a 200A electrical service upgrade. Estimate is signed and paid on-site via mobile, truck parts are relieved, and job margin posts directly to the general ledger.02 / ELECTRICIANS & FIELD SERVICE TRADESDISPATCH & 2-WAY SMSJob #E-4091 · Panel UpgradeTech: Mike R. (Van 4)En Route via MobileCustomer texted ETAReplaces ServiceTitan appESTIMATE & MATERIALS200A Service Upgrade✓ Signed on customer tabletTruck Part: Square D 200A PanelCost: $380 · Van stock relievedLabor: 4.5 hrs trackedON-SITE PAYMENT$2,850.00Card Paid via Mobile ✓Invoice EmailedZero sync delayClosed in fieldREPLACE SERVICETITAN & HOUSECALL PRO · NATIVE BOOKSPOSTED DIRECTJob #E-4091: Total Revenue $2,850.00 · Direct Costs $902.50 (Parts + Labor)Net Job Margin: 68.3% ($1,947.50) · Van Inventory relieved automatically↳ On-site card payment automatically reconciles on nightly bank statementDISPATCH, ESTIMATES & DOUBLE-ENTRY BOOKS TOGETHER · NO SEPARATE FIELD APPS
Dispatch, 2-way SMS, mobile estimate & on-site payment, and instant job margin ledger entry.
03 / CONSTRUCTION & DEVELOPMENT

AIA progress draws.
Tied directly to the books.

Run AIA G702/G703 milestone progress billing with automatic retainage calculations. Check subcontractor general liability COIs and collect signed lien waivers before releasing disbursements.

Every vendor bill and change order updates live cost-code margins immediately. Manage multi-entity portfolios with complete capital, loan, and intercompany tracking.

Explore construction & development
Construction: From Subcontractor Invoice to AIA Progress DrawSubcontractor invoice is verified against cost code budgets and COIs. AIA G702 milestone draws compute retainage, updating live job margins on the ledger.04 / CONTRACTORS & REAL ESTATE DEVELOPMENTSUB BILL ARRIVESApex Framing LLCJob 1042 · Phase 2 DrawCost Code: 06-100Rough Carpentry FramingAmount: $12,400.00SUB COMPLIANCE GATEPre-Payment Checks✓ General Liability COI Valid✓ Workers Comp COI on file↳ Lien Waiver signed digitallyDisbursement gate unlockedAIA G702 / G703Draw #4 PreparedContract: $240,00060% CompletedRetainage: 10% withheldTied to real costsREAL-TIME JOB COSTING + GENERAL LEDGERMARGIN PROTECTEDProject: Highland Heights Phase 1 · Building BActual Framing Cost: $48,200 vs $52,000 Budget · Current Margin 28.4%↳ Progress billing, retainage, and sub disbursements balance on the general ledgerCONSTRUCTION BILLING THE INDUSTRY WAY · NO DISCONNECTED SPREADSHEETS
Subcontractor compliance, AIA G702 progress billing, and real-time job costing.
04 / PRACTICE MANAGEMENT

Partner segments.
Playbooks that version cleanly.

Firms are not flat. Partner-segment access is enforced at the data layer, so outside clients remain invisible in search and reporting. Engagements alert on staff handoffs without lost threads.

Time tracking links directly to scoped engagement budgets, surfacing scope creep mid-season. Firm playbooks version safely, and secure client file upload links require zero client login credentials.

Explore practice management
Practice Management: Partner Segments, Playbooks, and Real-Time RealizationFirm workflow showing partner-segment access at the data layer, versioned SOP playbooks, staff handoff notifications, budget-vs-actual time tracking, and direct ledger realization.02 / PRACTICE MANAGEMENT FOR ACCOUNTING FIRMSPARTNER SEGMENTEast Coast EntitiesPartner: Eli M.Data-Layer EnforcementOutside clients hiddenfrom search & reportingVERSIONED PLAYBOOKTax Prep SOP v3.2Assigned: Sarah (Senior)✓ W-2 & 1099 Intake confirmed✓ Schedule C Workpapers reconciled↳ Handoff notification to Eli M.SOP update safe across workTIME & BUDGETBudget: 20 hrsActual: 14.5 hrsRealization: 94%No scope creepSecure doc upload sentPRACTICE ENGAGEMENT BILLING + GENERAL LEDGERBILLED ON TIMEEngagement: Apex Holdings LLC · Fixed Fee $3,500.0014.5 Hours tracked · Direct Staff Cost $1,160.00 · Firm Profit Margin 66.8%↳ Directly updates Firm P&L: Partner distribution foots to the pennyORGANIZED FOR FIRMS · ACCESS CONTROLLED AT THE DATABASE LAYER
Partner segment enforcement, versioned SOP checklists, and real-time realization.
SAAS-WIDE FINANCIAL ENGINE

Nightly merchant deposits.
Reconciled to the penny.

A core capability across all industries: lump-sum bank deposits from Square, Stripe, and merchant processors automatically unpack into individual customer sales, merchant fees, tips, and sales tax.

Multi-location shops and properties foot to the official bank statement line with zero plug figures. True variances isolate for review; clean deposits clear automatically.

Explore automatic reconciliation
SaaS-Wide Nightly Merchant & Square Payout ReconciliationA single bank deposit is unpacked into its component customer sales, processing fees, sales taxes, and tips, reconciling cleanly against the bank statement to the penny.CORE FINANCIAL ENGINE · SAAS-WIDE CAPABILITYBANK STATEMENT LINENet Deposit: Square$4,850.20Lump-Sum DepositCovers 18 customer salesArrives 3:00 AM nightlyAUTOMATIC UNPACKINGGross Sales: $5,020.00✓ 18 Invoices matchedMerchant Fees: -$142.80Customer Tips: +$110.00Refunds: -$137.00Multi-location payouts unifiedAUDIT RECONCILEDVariance: $0.00Tied to the pennyAuto-ClearedNo plug figuresClosed & CertifiedNIGHTLY LEDGER SPLIT · POSTED AUTOMATICALLYBALANCEDDebit: Operating Cash ($4,850.20) + Merchant Fees Expense ($142.80)Credit: Revenue ($4,773.00) + Sales Tax Payable ($110.00) + Tips Payable ($110.00)↳ Runs nightly across Auto Glass shops, property portals, and contractor paymentsACCURATE RECONCILIATION · NEVER GUESS WHAT A LUMP-SUM DEPOSIT CONTAINS
Automatic deposit unpacking, merchant fee isolation, and penny-accurate bank audit.
BESPOKE PROOF OF CONCEPT

Built for our founder’s own auto-glass shop.

Need custom field tooling that off-the-shelf software cannot touch? We engineered a complete auto-glass operating module with EDI insurance billing, live GLAXIS parts ordering, and AI VIN OCR for our founder’s own business.

It proves that Zeno ERP can model your most complex trade workflow on top of our native general ledger—with zero spreadsheet duct tape.

Request a custom trade walkthrough
Auto Glass: From Inbound Text to Settled EDI ClaimCustomer texts a broken windshield photo. Zeno decodes the VIN, builds a GLAXIS part cart from Mygrant, submits the insurance claim over EDI, and posts the transaction to the ledger.01 / AUTO GLASS & MOBILE FIELD SERVICEINBOUND TEXT (MMS)"2021 Accord windshield,can you replace today?"VIN: 1HGCV1F...4819AI OCR DECODEDGLAXIS & NAGS ORDERPart #FW04812 GTYRain sensor · Solar · Green tintMygrant Warehouse: In StockCost: $164.00 · Rate Card appliedCart synced to shop settingsMOBILE TECHDave M. (Van 3)1:30 PM Mobile ApptJob Completed ✓Square deposit linked6 PM SMS Review sentGLASSBILLER EDI CLAIM + NATIVE LEDGER ENTRYCLAIM ACCEPTEDClaim #GB-89241 · State Farm · $420.00 ApprovedCustomer Deductible ($100.00 paid via Square) + Insurance Receivable ($320.00)↳ Posts to General Ledger: Cost $164.00 · Revenue $420.00 · Shop Margin $256.00ZERO RE-KEYING · THE OPERATION AND THE BOOKS ARE ONE SYSTEM
Proof of concept: AI VIN OCR, GLAXIS parts cart, and GlassBiller EDI claims.
FROM THE FIRST TEXT TO THE MONTH-END CLOSE

The operation runs.
The books flow naturally.

See the closed loop in action: from front-line intake to verified operational task, to an audited general ledger. No spreadsheets, no duplicate data entry, no financial guesswork.

Explore the live demo
01 / FIELD INTAKE

The work begins on the front lines.

A customer texts a broken windshield photo with a blurry VIN, a rent check arrives at the office, or a subcontractor submits a phase draw. Zeno reads the details, decodes the parts and entities, and stages the operational task.

Scanned document beside Zeno ERP extracted operational and payment details
02 / HUMAN SIGN-OFF

Prepared by AI. Approved by your team.

Your service writers, property managers, or project managers review the extracted records beside the original evidence. Ambiguities remain flagged; approved work passes the gate with full audit lineage.

Zeno ERP invoice ledger with live status indicators and linked operational documents
03 / SEAMLESS LEDGER

Zero re-keying. The books flow naturally.

The approved operational event immediately creates the double-entry journal transaction. Track job margins, unit-level P&L, and cash or accrual balances from the exact same records with zero sync delay.

Zeno ERP profit and loss report showing drilldown to operational source records

Live product views: intake document review, invoice ledger, and profit & loss reporting. Open any view to inspect full size.

TURNKEY MIGRATION

We migrate your operation.
You hit the ground running.

You don’t get handed an empty database. Our team of accountants configures your workflows, migrates your historical data, and ties out your opening balances to the penny.

STEP 1

Map the operation

We audit your entities, chart of accounts, field workflows, and approval hierarchies to build your exact configuration.

STEP 2

Configure workflows

We set up your custom fields, rate cards, milestone triggers, document routing, and owner/client reporting templates.

STEP 3

Migrate & tie out

We migrate your properties, jobs, bays, vendors, and historical books off QuickBooks, ensuring your balances tie out.

STEP 4

Launch with confidence

We train your field team and controllers, monitor your first close, and ensure your team runs with complete autonomy.

A turnkey transition led by Advanced Certified QuickBooks ProAdvisors who have managed complex migrations for two decades.

Pricing

One platform for the work and the books.

Your team, your workflows, and your accounting in one place. Onboarding is quoted up front. Custom modules are scoped separately when you need them.

Platform

From $800 /month · billed annually

Operations, accounting, documents, and AI capabilities for your whole team. Unlimited users, with no per-seat fees.

Plus onboarding from $5,000, one-time, quoted after a walkthrough.

Custom module

From $25,000 one-time

We design and build the workflow, records, screens, approvals, documents, and reporting your operation needs on Zeno ERP’s existing foundation.

Contact us to scope it →
Turnkey Service

Dedicated Controller & Full-Service Accounting

For select operators, our team runs your entire back office directly on Zeno ERP—daily document intake, multi-entity reconciliation, sales tax filing, and monthly financial closes. Complete financial peace of mind led by Advanced Certified QuickBooks ProAdvisors.

Want a real quote for your operation? Book a 30-min walkthrough
WHY YOU CAN TRUST THE SYSTEM

Built by accountants who code.

The vertical operations and the double-entry accounting engine come from the same people. Nobody bolted the ledger on afterward.

Zeno ServicesAccountants who write their own software
Certified
Advanced Certified QuickBooks ProAdvisors, Online and Desktop, since 2009
Trained
Graduate accounting rigor: balance sheet controls, double-entry ledger, and strict audit lineage
Practice
20 years of outsourced bookkeeping, controller oversight, and custom operational software
Books kept
Property managers, landlords, builders, electricians, field trade shops, and accounting firms

Founded by Eli Mandel · Brooklyn, NY

Most ERP software is written by engineers who attempt to learn accounting later. Most software shops have never closed a real set of books, reconciled a messy multi-entity bank feed, or filed an EDI claim.

Zeno ERP is built by people who do both. For twenty years, our craft has been one thing: take an industry governed by strict operational workflows, regulatory constraints, and financial accountability—and build the custom software that runs it with zero friction.

That same engineering rigor produced Zeno for QuickBooks (for teams keeping their QuickBooks files), ZenoBudget (real-time nonprofit budgeting), and Hierarchy Budget.

The Zeno Standard: Real-time operations in the field. Native double-entry books in the office. Governed AI with an accountable human in control of every commit.
A separate product for QuickBooks

Keeping QuickBooks? Meet Zeno for QuickBooks.

Zeno for QuickBooks lets AI prepare bookkeeping work using your company records and saved instructions. You review and approve the proposed entries. It is a separate product for businesses and firms that want to keep QuickBooks as the ledger.

Compare Zeno for QuickBooks options
CloudQuickBooks OnlineOne business or an entire client practice
Local WindowsQuickBooks DesktopKeep every company file on your machine
YOUR OPERATION. YOUR BOOKS. ZENO ERP.

Ready to run your operation with clarity?

Bring your most tangled operational workflow—an EDI backlog, messy tenant ledger, or custom draw schedule. In a 30-minute walkthrough, we’ll show you how it runs with zero friction in Zeno ERP.

Book a 30-min walkthrough