# Zeno ERP

> ERP workspace for property, service, and field-operations teams with shared accounting underneath every module.

- [Welcome to Zeno](https://zenorent.com/docs/introduction.md): An ERP-style workspace for operations teams that need module-specific workflows on top of one shared set of books.
- [Getting Started](https://zenorent.com/docs/getting-started.md): Sign up, what the 14-day trial covers, getting your books in, and what to do in the first week
- [Plans & Billing](https://zenorent.com/docs/plans-and-billing.md): What every plan includes, what an industry module adds, the trial terms, and what happens when a payment fails
- [Modules](https://zenorent.com/docs/modules.md): How Zeno is organized as an ERP-style workspace: a shared workspace, optional operational modules, and Books always running underneath.
- [Core Concepts](https://zenorent.com/docs/concepts.md): The building blocks you'll see across every module: modules, documents, contacts, lifecycle, and the audit trail.
- [How the AI works](https://zenorent.com/docs/how-the-ai-works.md): What Zeno's AI reads, how it learns from your corrections, and where it runs
- [AI Bookkeeper](https://zenorent.com/docs/ai-bookkeeper.md): Ask questions, review bookkeeping data, and prepare approved actions through chat.
- [Zeno in Claude (Desktop & Code)](https://zenorent.com/docs/zeno-mcp.md): Connect Claude directly to your books and work as yourself from the terminal — with you in control of every write.
- [Connecting Zeno](https://zenorent.com/docs/operator/connecting.md): Link Claude to your Zeno organization over OAuth, in Claude Code or Claude Desktop
- [Bulk bookkeeping](https://zenorent.com/docs/operator/bulk.md): Hand Zeno a folder of documents, a month of uncategorized lines, or a statement to import — and check its work in aggregate
- [Reconciling with Zeno](https://zenorent.com/docs/operator/reconciling.md): Hand Claude a statement PDF and let it match the account, surface the differences, and ask about what it can't resolve
- [Knowledge & rules](https://zenorent.com/docs/knowledge-and-rules.md): Teaching Zeno how your books work — deterministic rules, judgment-call knowledge, and the log of what was done
- [The bookkeeping inbox](https://zenorent.com/docs/bookkeeping-inbox.md): A shared workspace over the pending bank-feed queue, where you and Zeno work the same list together
- [Tasks](https://zenorent.com/docs/tasks.md): Cross-module tasks, notes, reminders, recurring work, and linked entity follow-up
- [Inbox](https://zenorent.com/docs/workflow/inbox.md): Upload any document — Zeno reads it, extracts the data, and routes it to the right module for review.
- [Tasks & Notes](https://zenorent.com/docs/workflow/tasks.md): Track work, set reminders, and keep notes linked to properties, tenants, projects, and vendors.
- [Contacts](https://zenorent.com/docs/workflow/contacts.md): Every tenant, buyer, customer, and vendor in one searchable list.
- [Chat](https://zenorent.com/docs/workflow/chat.md): Internal team messaging inside Zeno.
- [Emails](https://zenorent.com/docs/workflow/emails.md): Shared email threads tied to customers, vendors, and records in Zeno.
- [Document Center](https://zenorent.com/docs/workflow/document-center.md): The library of every filed document — folders, filters, sharing, and a way back to the record each file belongs to
- [Rental](https://zenorent.com/docs/rental.md): Properties, tenants, leases, rent invoices, payments, and vendor bills
- [Properties & Tenants](https://zenorent.com/docs/management/properties-and-tenants.md): Buildings, units, leases, tenants, and eviction tracking.
- [Invoices](https://zenorent.com/docs/workflow/invoices.md): Create rent invoices, manage line items, and handle the posted lifecycle.
- [Payments & Credits](https://zenorent.com/docs/workflow/payments.md): Record rent payments, apply them to invoices, and manage tenant credits.
- [Practice](https://zenorent.com/docs/practice.md): Recurring service engagements for accounting and bookkeeping clients
- [Budgeting](https://zenorent.com/docs/budgeting.md): Forward-looking cash-flow forecasting that reads actuals straight from your ledger.
- [Glass](https://zenorent.com/docs/glass.md): Auto-glass operations: dispatch, jobs, customers, insurance, technicians, and receivables.
- [Identifying a vehicle](https://zenorent.com/docs/glass/vehicle-lookup.md): Scan a VIN from a photo, trade a plate for one, or walk year and make — then price the glass and check who has it
- [Development](https://zenorent.com/docs/development.md): Projects, buyers, unit sales, milestone payments, vendor costs, and development documents
- [Development Sales](https://zenorent.com/docs/management/development-sales.md): Unit sales, milestone-based buyer payments, and project vendor management.
- [Contractor](https://zenorent.com/docs/contractor.md): Jobs, customers, estimates, invoices, and vendor bills for contracting work.
- [Vendor Portal](https://zenorent.com/docs/contractor/vendor-portal.md): Secure link for vendors to confirm contact info and upload compliance documents.
- [Expenses](https://zenorent.com/docs/expenses.md): Receipt intake, card transaction review, employee submissions, registers, and expense reports
- [Expense Reporting](https://zenorent.com/docs/tools/expense-reporting.md): Review credit-card transactions, attach receipts, and post approved expenses to the ledger.
- [Campaigns](https://zenorent.com/docs/campaigns.md): Email newsletters your AI writes from your style guide, sent to the audience you choose after you approve
- [Style Guide](https://zenorent.com/docs/campaigns/style-guide.md): Your newsletter's look and feel, organization facts, and dos and don'ts, which your AI reads before writing
- [Building an Email](https://zenorent.com/docs/campaigns/building.md): Ask your AI to draft and design an issue, then inspect the result in Preview & Design
- [Images & Documents](https://zenorent.com/docs/campaigns/images.md): Upload photos and logos for your emails, replace a picture everywhere it appears, and turn flyers into real email text
- [Audience](https://zenorent.com/docs/campaigns/audience.md): Contacts, lists, tags, custom fields, segments, CSV import, signup forms, and the do-not-email list
- [Sending and Approval](https://zenorent.com/docs/campaigns/sending.md): Test an issue, clear its checks, and approve it to send now, on a schedule, or with a subject-line test
- [Unsubscribes](https://zenorent.com/docs/campaigns/unsubscribes.md): How recipients opt out, what test emails do with the unsubscribe link, and the footer every email carries
- [Reports](https://zenorent.com/docs/campaigns/reports.md): Delivery, opens, clicks, bounces, unsubscribes, and complaints for each campaign, down to each recipient
- [Books](https://zenorent.com/docs/books.md): The general ledger side of Zeno: chart of accounts, bank feeds, transaction review, and vendor rules.
- [Rules](https://zenorent.com/docs/rules.md): Deterministic pattern → vendor and GL mappings that categorize bank-feed items and parsed documents before anyone looks at them
- [Reconciling an account](https://zenorent.com/docs/reconciliation.md): Tick the register against the bank's statement, with the statement itself open beside it
- [Reports](https://zenorent.com/docs/reports.md): Balances, aging, cash flow, and a custom report builder.
- [Sharing Books](https://zenorent.com/docs/books-sharing.md): Give an investor, accountant, or partner a read-only view of specific projects — by link or by login
- [Moving from QuickBooks](https://zenorent.com/docs/integrations/quickbooks-migration.md): Connect QuickBooks Online, or move a QuickBooks Desktop company file into Zeno's own books
- [QuickBooks](https://zenorent.com/docs/integrations/quickbooks.md): Sync invoices, payments, and customers with QuickBooks Desktop.
- [Manager.io](https://zenorent.com/docs/integrations/manager-io.md): Self-hosted accounting integration.
- [Quo / OpenPhone](https://zenorent.com/docs/integrations/quo.md): Contact sync between Zeno and your phone workspace.
- [Admin & Settings](https://zenorent.com/docs/admin.md): Users, roles, organization settings, modules, and impersonation.


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