Zaifi automatically categorizes every transaction, estimates your taxes, tracks cash flow, and keeps audit-ready records — no bookkeeper or accounting background required.
No credit card required · Cancel any time
No bookkeeper required. No accounting background needed. Everything happens in the background.
Connect your accounts once. Zaifi handles the rest — automatically, in real time, every day.
600+ built-in vendor rules plus AI categorization ensure every transaction lands in the right bucket — instantly, without any manual entry.
Zaifi compiles your Profit & Loss and Monthly Income Statements automatically. Always up to date, always audit-ready.
Zaifi calculates your estimated quarterly taxes in real time and tracks how much you've set aside — so April is never a surprise.
Send professional invoices in seconds. Accept online payments via Stripe. Track what's paid, what's outstanding, and what's overdue.
Track personal spending alongside your business. See net worth, savings goals, budget vs. actual, and your 30-day personal cash outlook.
See your projected business and personal cash position over the next 30, 60, or 90 days — based on your real income, bills, and spending trends.
Zaifi is designed to get out of the way and let you focus on your business.
Securely link your bank and credit accounts via Plaid, or import a General Ledger CSV if you're switching from another system.
Transactions are categorized, taxes estimated, invoices tracked, and financial statements compiled — automatically, every day.
Check your financial health score, monitor cash runway, review your income statement, and send invoices — all from one dashboard.
Start with a 7-day free trial on any plan. No credit card required.
Everything you need to manage your business finances.
Business finance plus full household tracking.
The full Zaifi experience with AI-powered insights.