Zena is the smart solution you’ve been seeking to boost project profitability without drowning in administrative overhead. If you manage project-based work, you know how hard it is to track every expense by client, keep budgets in check, and understand which projects really make money. I’ve tried countless cards and software tools—and nothing comes close to the seamless automation Zena delivers from day one.

With years of innovation behind it and a roster of fast-growing agencies, consultancies, and creative teams relying on its AI-driven insights, Zena transforms how you manage budgets, cut waste, and control spending—instantly. Ready to see how you can maximize project profitability from your very next purchase? Try Zena Free for 14 Days Today and watch your margins grow.

What is Zena?

Zena is a next-generation project expense management solution built around a purpose-driven business card. Instead of lumping all spend together, Zena tracks every purchase by project automatically, surfaces real-time budget alerts, and connects expenses to project progress. It combines a physical and virtual card network with an AI agent that auto-categorizes transactions, forecasts cash flow, and highlights cost-saving opportunities.

By embedding expense controls directly at the point of purchase, Zena ensures you never overshoot a project budget, never hunt down missing receipts, and always understand which engagements drive the highest margins. The result: a toolkit designed for teams that need razor-sharp visibility into project profitability.

Zena Overview

Founded by entrepreneurs frustrated with manual expense reports and disconnected accounting workflows, Zena launched its flagship Project Card in 2022. The mission was simple: eliminate the busywork that drains profit and attention from client delivery. In its first year, Zena onboarded hundreds of agencies and freelancers, earning plaudits for its intuitive design and AI smarts.

Since then, Zena has added advanced cash-flow forecasting, deep integrations with QuickBooks Online, and an AI Agent that offers actionable recommendations. Quarterly feature releases keep the platform ahead of evolving needs, and the user community helps shape the roadmap. Today, Zena stands as the fastest-growing spend management solution for project-driven businesses.

Pros and Cons

Pros:

• Automatic project assignment for every transaction
• Built-in AI tools for budgeting, forecasting, and savings insights
• Real-time spend controls and alerts
• Seamless integration with accounting platforms
• Unlimited virtual cards and optional physical cards
• SMS receipt upload and memo attachments

Cons:

• Mobile app currently iOS-first, Android coming soon
• Advanced rewards tier requires annual commitment

Features

Zena’s feature set is designed to address every stage of project expense management, from real-time tracking to profitability insights.

Automatic Project Assignment

Every purchase you make with a Zena card is instantly tagged to the correct project. No manual categorization means no missed receipts and no budget surprises.

• Rules-based AI engine learns your spend patterns
• Overrides and manual reassignments are quick and simple

Real-Time Budget Tracking

Set budgets per project and receive instant notifications when you approach limits. Keep all stakeholders informed and avoid overspending.

• Customizable alert thresholds
• Team-wide visibility on spend progress

Cash-Flow Forecasting

Leverage AI to predict upcoming expenses and available funds. Plan resource allocation with confidence.

• Project-level cash-flow charts
• Scenario planning for scope changes

QuickBooks Online Integration

Sync transactions, categories, and vendor data seamlessly. Cut your bookkeeping time in half.

• One-click export of reconciled statements
• Automatic vendor matching

Zena AI Agent

Your virtual finance assistant continuously analyzes spend data and suggests cost-saving measures, underutilized vendor credits, and overspend risks.

• Weekly insights delivered via email or in-app
• Instant recommendations on renegotiating subscriptions

Midway through your exploration of Zena’s robust toolkit, you’ll discover why so many teams say they couldn’t manage project profitability as effectively before. Don’t just take my word for it—experience it yourself. Try Zena Free for 14 Days Today.

Zena Pricing

Whether you’re a solopreneur or leading a growing team, there’s a plan tailored to your needs.

Free

Price: $0/month (monthly billing)
Ideal for solopreneurs and side hustlers starting out.
Highlights:

• Unlimited virtual cards
• Physical cards available
• 1 user
• Full access to core software features

Pro (Most Popular)

Price: $20/month (monthly billing)
Ideal for small teams managing shared expenses.
Highlights:

• Everything in Free
• 3 users included
• QuickBooks Online integration
• Add additional users at $5/mo each

Rewards

Price: $25/month (billed annually)
Ideal for teams seeking extra savings via rewards.
Highlights:

• Everything in Pro
• $200 annual statement credits
• Access to exclusive vendor reward tiers

Zena Is Best For

Whether you’re a freelancer managing multiple clients or a medium-sized agency, Zena adapts to your workflow.

Freelancers & Solopreneurs

Keep client budgets separate and immediately know which gigs are most profitable.

Small Agencies

Onboard your team with individual cards, allocate budgets, and monitor spend in real time.

Consulting Firms

Align expense management with project milestones, forecast revenue impact, and deliver transparent reports.

Creative Studios

Track vendor subscriptions, production costs, and travel expenses—all tied back to your creative briefs.

Benefits of Using Zena

• Immediate Profit Insights: See actual vs. estimated costs and adjust scope before margins shrink.
• Time Savings: Eliminate manual expense reports and receipt chasing.
• Improved Budget Control: Automated alerts to prevent overspend.
• Better Cash Management: Forecast shortages and surpluses well in advance.
• Team Accountability: Assign spending rules per user or role.

Customer Support

Zena’s support team responds swiftly via live chat, email, and in-app messaging. You’ll never wait days for a ticket resolution.

Whether you need help setting budgets, integrating accounting tools, or resolving a billing question, Zena’s dedicated experts guide you step-by-step—and back it up with an extensive knowledge base.

External Reviews and Ratings

Users consistently praise Zena for its ease of use and depth of AI-driven insights. Many highlight how quickly they reduced unnecessary spend and improved project profitability.

Occasionally, customers request more robust Android support and expanded third-party integrations. Zena’s roadmap addresses these areas, with both features slated for upcoming releases.

Educational Resources and Community

Zena offers a rich library of tutorials, webinars, and case studies to help you master expense management. Join the online community forum to share tips, ask questions, and connect with fellow project managers.

New users can access on-demand training videos, step-by-step guides, and live office hours hosted by Zena’s product experts. You’ll find everything you need to drive higher margins on every engagement.

Conclusion

Managing expenses by project is the cornerstone of true project profitability. Zena puts powerful AI-driven tools at your fingertips, so you can focus on delivering exceptional work instead of wrangling spreadsheets and receipts. If you’re ready to stop guesswork and start maximizing margins, Try Zena Free for 14 Days Today and see the difference for yourself.

Try Zena Free for 14 Days Today and elevate your project profitability now.