FEATURES · BUILT FOR ORGANIZATIONS ON QUICKBOOKS

Everything in Zeno Budget's first release.

QuickBooks stays your ledger. Zeno Budget owns the plan: rolling cash flow, locked budget cycles, change requests with before and after impact, and MCP tools for your assistant.

01 / GRID

The cash flow grid

Weekly, monthly and annual views of the same cash flow. Cash and credit card spending are kept apart, so a card balance due next month does not hide in this week's spending.

Every category shows as a row, even before it has any data, so a new organization starts with a table it can type into. Click any cell to see the transactions behind it.

Forecast cells and actual cells look different, and a week that falls below the cash reserve you set is marked, not only colored.

02 / FORECASTS

Forecasts

Add, edit and delete forecasts from the grid or from the list. Each one carries its payee, category, program and confidence.

Templates and recurring forecasts cover what repeats: rent, payroll, a grant that pays quarterly.

03 / COMPLETENESS

What your forecast is missing

Zeno Budget compares your forecast with last year's spending, month by month and payee by payee, and shows what had spending then and has no forecast now.

Turn what it finds into forecasts in one step, then adjust them.

04 / PROGRAMS & ROLES

Programs and roles

Programs map to the classes you already use in QuickBooks, and on QuickBooks Online to locations too, in a hierarchy you set.

Four roles. Owners manage the organization, its people and the QuickBooks connection. Finance runs budget cycles, approves change requests and can edit any forecast. Program managers forecast for their own programs. Viewers read the programs they are given.

05 / CYCLES & REQUESTS

Budget cycles and change requests

A budget cycle moves from open, to review, to locked. Once it is locked, a program manager who needs a change files a change request instead of editing the budget.

The requester sees their own program's budget before and after the change. The approver sees that, and the whole organization's cash flow before and after. Changes can be bundled, and approved in part.

06 / REPORTING

Budget vs actual

A budget vs actual report you can export as CSV, Excel or PDF, or share with a link.

A dashboard with your cash position, where the budget cycle stands, and what is waiting on you.

07 / AI-FIRST MCP

Your AI assistant

Every screen has a matching MCP tool, so an assistant you already use, such as Claude or ChatGPT, can read your cash flow, add forecasts and draft change requests for you.

Approving a change request, locking or unlocking a budget, billing, people and roles, and the QuickBooks connection are kept out of an assistant's reach on purpose. Those stay with a person.

$99/MONTH · 3 PROGRAMS INCLUDED

See your organization's cash flow plan.

Start a trial or use the pricing calculator to estimate your program count.