About Zenfirst
Zenfirst is a management software platform from Zenfirst that provides tools for financial management and invoicing. It combines treasury management, invoicing, and cash flow tracking to help users maintain a clear overview of their financial activities. Zenfirst Tréso and Zenfirst Facture enable businesses to manage their cash position effectively and simplify invoicing processes. This allows users to foresee cash flow situations and make informed decisions for their operations. Key capabilities: Treasury management Invoicing Cash flow tracking Cash flow forecasting Financial reporting Best for: business owners and finance teams that need to manage cash flow and invoicing efficiently.
Zenfirst is a modern, cloud-based business management software primarily targeting French Small and Medium Enterprises with its dual focus on Treasury Management and Commercial Invoicing. Launched in September 2020, the platform distinguishes itself by making complex financial control simple and accessible for non-accountant business owners. Its treasury module, Zenfirst Tréso, automates cash flow forecasting and utilizes the French bank aggregator Bridge for secure, real-time synchronization, effectively eliminating the need for manual spreadsheet updates. By allowing users to test financial scenarios, it transforms cash flow from a source of stress into a proactive decision-making tool. The integrated Zenfirst Gesco module handles all quote and invoice creation, ensuring compliance with French fiscal law. Zenfirst's commitment to local, human support from its Bordeaux-based team reinforces its user-centric approach, although its highly localized nature means it is best suited for businesses operating within France.
Pros & Cons
- +Intuitive and User-Friendly Design specifically suited for non-finance experts and small business owners.
- +Real-Time Cash-Flow Forecasting including advanced future-scenario simulations for planning.
- +Automatic Banking Synchronization successfully eliminates the manual data entry burden.
- +Strong Data Privacy and Security due to safe hosting in Europe with robust encryption.
- +Scalable for small business owners or consultants with support for unlimited users.
- −Features may be too lightweight for large companies or complex finances
- −Forecasting based on committed invoices only, may miss unrecorded future items
- −Limited number of third-party integrations beyond a few accounting/CRM tools
Features
Key features
- Bank Connection & Sync
- Automatically connect your bank account, fetch transactions, and keep balances up to date.
- Cash-Flow Forecasting
- Project future cash flows over a 12-month horizon to anticipate liquidity issues.
- Scenario Planning (“Et si …”)
- Simulate different financial scenarios like delayed payments or new expenses.
- Forecast Objectives
- Set financial goals (income, expenses) and compare them to real data to stay on target.
- Invoice / Quote Management (Gesco)
- Create, send, and track invoices and quotes; centralize commercial documents.
Additional features
- Automatic Transaction Categorization
- Transactions fetched from the bank are classified into custom categories.
- Custom Categories & Subcategories
- You can build your own plan of categories / subcategories to match your business logic.
- Invoices & Engagements Entry
- Add committed invoices (sales or purchases) to refine your cash-flow forecast.
- Import of Bank Statements Manually
- For banks not supported by the connector, you can upload CSV bank statements.
- Scenario Simulation
- Run “what-if” scenarios to predict how different assumptions (costs, revenue) affect cash flow.
- Alerts & Notifications
- Receive warnings if your cash-flow projection shows tension or risk.
- Dashboard / Visual Reporting
- Graphs, charts and tables to give clarity on your financial position.
- Cash-Flow Projections by Category
- View forecasted income and expenses grouped by your custom categories.
- Group Articles (Gesco Advanced)
- In invoicing, you can group several items into a single line for clarity.
- Automatic Rolling Forecast
- Forecasts update dynamically as real bank data or committed invoices come in.
- Secure Data Hosting
- Data is encrypted, stored in France / Europe, and protected under GDPR-type principles.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Zenfirst
Zenfirst is a management software platform from Zenfirst that provides tools for financial management and invoicing. It combines treasury management, invoicing, and cash flow tracking to help users maintain a clear overview of their financial activities. Zenfirst Tréso and Zenfirst Facture enable businesses to manage their cash position effectively and simplify invoicing processes. This allows users to foresee cash flow situations and make informed decisions for their operations. Key capabilities: Treasury management Invoicing Cash flow tracking Cash flow forecasting Financial reporting Best for: business owners and finance teams that need to manage cash flow and invoicing efficiently.
Zenfirst Details
Zenfirst's In-App Market Place
Does Zenfirst have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
EUR (€)
Pros & Cons
- Intuitive and User-Friendly Design specifically suited for non-finance experts and small business owners.
- Real-Time Cash-Flow Forecasting including advanced future-scenario simulations for planning.
- Automatic Banking Synchronization successfully eliminates the manual data entry burden.
- Strong Data Privacy and Security due to safe hosting in Europe with robust encryption.
- Scalable for small business owners or consultants with support for unlimited users.
- Features may be too lightweight for large companies or complex finances
- Forecasting based on committed invoices only, may miss unrecorded future items
- Limited number of third-party integrations beyond a few accounting/CRM tools
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