Product updates

What's new at Zeno

Ship notes, roadmap previews, and deeper dives on how the platform is built.

August 6, 2026

Coming soon: Zeno for QuickBooks

Desktop first, Online second. The Zeno bookkeeper runs inside a QuickBooks company file: an approval table you sign, coding rules kept from your corrections, a run journal, and batches you can undo by run id.

RoadmapQuickBooks

August 4, 2026

The Document Center becomes a drive

Folders, drag-and-drop, rename, move, Recent and Shared. Bank statements get their own document type, check scans file against the feed on their own, and a statement parse that does not foot becomes a workbench instead of a dead end.

Product updateDocumentsInbox

August 1, 2026

Five transaction pages become one

Every transaction opens the same page, the two review queues merge, and rules, knowledge, and the work log land together. Plus reconciliation state keyed per account, a mobile sweep across every module, and a card terminal on any invoice.

Product updateBooksPlatform

July 28, 2026

Playbooks: the procedure, written down

Per-organization procedures stored as data and served to the agent as prompts, with confirmations it cannot walk past. Plus a discovery ladder in place of a 159k-token route dump, and sales-tax returns computed from billed work.

Product updateAIPlatform

July 24, 2026

Share the books without handing over the keys

Scoped read-only share links that render every report from the same registry the app uses, plus scoped viewer users who navigate the application itself with writes disabled and the fence enforced per endpoint.

Product updateBooksSecurity

July 20, 2026

Every session ends with an entry in the log

The bookkeeping session leads with what it recorded and links to the ledger entries it wrote. Plus register edits that stop clobbering suspense bridges, and a review queue that got about twice as fast.

Product updateBooksInbox

July 15, 2026

The inbox learns from your corrections

Five phases: an honest pending state, organization-informed classification, GL accounts pre-filled per line, a correction ledger that turns repeated fixes into rules you approve, and the first vertical parser.

Product updateInboxAI

July 11, 2026

Cash or accrual, and the shelf of reports behind it

A basis toggle across the P&L, Balance Sheet, Trial Balance and party roll-ups, comparison columns on every statement, and nine new reports including General Ledger, Closing-Date Exceptions, and 1099.

ReportsBooks

July 7, 2026

Books that read like QuickBooks

QuickBooks density across the register and every report, Account QuickReport from the chart of accounts, collapsible statement trees, Statement of Cash Flows, and recurring invoices on one billing engine.

Product updateBooksReports

July 3, 2026

Payment links that don't rot, and a demo you can just open

Pay links that survive an amendment, auto-emailed receipts with the PDF attached, and sending from your own domain. Plus a fully synthetic, resettable demo organization with no signup in front of it.

Product updatePayments

June 29, 2026

Budgeting, and a forecast that reads your ledger

Budgets against your own chart of accounts and cost centers, forecasts with the evidence attached, first drafts proposed from recurrence in your own history, and a QuickBooks Online connection for books that have not moved.

Product updateBudgeting

June 24, 2026

A home page for the books, and one address per record

An organization-wide financial home where every number is a door, one full-page route every transaction resolves to, invoice numbering that stops resetting, and multi-invoice PDFs split into discrete bills.

Product updateBooks

June 20, 2026

The practice module, six workstreams deep

Partner-segment access enforced at the data layer, handoff notifications, time entry with budget-vs-actuals per engagement, versioned playbooks, a role-aware Today, @mentions, and secure client document requests.

Product updatePractice

June 16, 2026

Cmd-K everywhere, and books for more than one entity

One search pipeline with a provider per module behind a global Cmd-K, a GAAP-ordered trial balance, a Rent Roll report, and legal entities with an intercompany bridge that posts both sides.

Product updatePlatformReports

June 11, 2026

Accounting rules the database enforces

A posting contract checked by a boundary lint, GL invariants that run continuously against production data, a characterization harness replayed on every change, and a migration chain that builds from zero again.

PlatformLedgerEngineering

June 5, 2026

A smarter inbox and the brain behind it

Attach documents to records that already exist, content-hash duplicate guards, and a single entity resolver, the "brain," that keeps every correction you make. Plus statement-driven AI reconciliation.

Product updateInboxAI

June 1, 2026

Rate cards, auto-pricing, and running the shop from a phone

Per-shop rate cards that sync to GlassBiller, parts that auto-price from NAGS hours and carrier rules, a triage inbox for intake, mobile card layouts, and per-technician report PDFs.

Product updateGlass

May 28, 2026

Construction billing, the way the industry does it

Schedule-of-values progress billing, AIA G702/G703 draws, percentage-of-completion revenue, and retainage on both the buyer (AR) and contractor (AP) side, plus contract PDF parsing.

Product updateConstructionLedger

May 24, 2026

An AI intake assistant for the front desk

Turn an inbound stream of texts and photos into a drafted, bookable work order: OCR on MMS, contact resolution, a job-assembly cockpit, per-org token budgets, and nothing reaching the AI until you send it.

Product updateAIGlass

May 19, 2026

Zeno comes to auto glass

Our first vertical with no real-estate DNA: an EDI inbox over GlassBiller, NAGS/GLAXIS parts ordering, per-shop vendor warehouses, nightly Square payout reconciliation, and well-timed review SMS.

Product updateGlass

May 15, 2026

Designing Zeno through an MCP connector

A remote MCP server (OAuth 2.1 + PKCE) that lets Claude design against Zeno’s own component and principle catalogs, page state, and sample records, with handoff in a chat thread.

PlatformAI

May 11, 2026

Prepared financial statements, on demand

Balance Sheet and P&L rebuilt as prepared-statement PDFs, AR/AP aging and per-property account statements, full-form customer and vendor pages, and sales-tax filings with entity registration.

ReportsBooks

May 6, 2026

Vendor credits, receipts, and amendments

Vendor credits rebuilt as GL-posting credit memos, a receipt on every payment that you can open and send, one property and project picker, and single-step contract amendments.

BooksLedger

May 1, 2026

Rebuilding the backend around modules

How we reorganized a sprawling features/ directory into modules, pipelines, and integrations, with a boundary checker in CI to keep it that way, and moved team chat to WebSockets.

PlatformEngineering

April 28, 2026

A single pipeline for every inbound document

Email, upload, scan, or sync: every document enters through one inbound router, gets stored once, and parses and classifies in the background. The groundwork the smarter inbox is built on.

PlatformInbox

April 24, 2026

Faster entry in the account register

The Add Transaction modal now carries full customer/vendor/GL pickers, inline splits, and receipt attachment at the point of entry.

Product updateBooks

April 20, 2026

Team chat, mobile app, and Quo sync

Built-in team chat with #entity references, install Zeno as a mobile app, and two-way contact sync with Quo.

Product updatePlatform

April 17, 2026

The books module grows up

Redesigned chart of accounts, a centralized double-entry ledger, post/amend/void lifecycle for invoices and bills, and Stripe Financial Connections for bank feeds.

Product updateBooks

April 5, 2026

Tasks, notes, and a weekly planner

Weekly planner, calendar, and board views; recurring tasks and templates; rich-text notes linked to tasks; @user and #entity mentions throughout.

Product updatePlatform

March 22, 2026

Coming soon: tenant self-service portals

Online rent payments, maintenance requests, and lease renewals in one portal, wired directly to the Zeno ledger.

RoadmapRental

March 22, 2026

One inbox for every document

A single inbox for bills, receipts, statements, and compliance docs, with Gemini Vision parsing, classification on arrival, full-text search, and a vendor compliance portal.

Product updateInbox

March 10, 2026

Zeno is now a full ERP

Zeno stopped being a bookkeeping layer that pairs with QuickBooks. It is a general ledger with submittable documents, period close, an audit trail, and reconciliation controls.

PlatformLedger

March 1, 2026

Expense reporting with bank feeds is live

Receipt capture, bank feeds, automatic transaction matching, and approval workflows are now in production across all three modules.

Product updateExpenses

February 20, 2026

What's coming in March 2026

Full rent invoicing goes live March 1, plus the construction unit sales module and AI-parsed construction expenses after it.

Roadmap

February 10, 2026

Financial Timeline updates: February 2026

QB invoice numbers and applied invoice tags now visible directly on the tenant Financial Timeline.

Product updateRental

February 1, 2026

Tasks that span every module

A task can link to a rental unit, a development buyer, a contractor job, or a document, and appear on the record it belongs to. Here is how that works.

Product updateTasks

January 25, 2026

Construction Sales updates: January 2026

Check images on payments, milestone-linked payment schedules, a bounced-check workflow, one form for the buyer, and vendors shared across every project.

Product updateConstruction

January 20, 2026

File Agent: keep your documents on your own machine

For organizations that need documents stored on-premises, the File Agent syncs with Zeno while keeping files under your control.

PlatformPrivacy

January 15, 2026

The AI Bookkeeper: ask questions, record transactions

A chat assistant that reads your books, answers questions, and drafts three kinds of transaction that you approve before anything posts.

Product updateAI

January 9, 2026

Manager.io: a free accounting option, hosted by us

An introduction to Manager.io, a full-featured accounting system we host as an alternative to QuickBooks.

AccountingManager.io

December 15, 2025

Bookkeeping for real estate: one platform, three industries

How Zeno serves property managers, real estate developers, and contractors through a single platform.

Platform