Zenskar FAQs

Zenskar is an AI-powered order-to-cash platform built ground-up to automate finance workflows with intelligent agents and human-in-the-loop reliability.It eliminates grunt work, spreadsheets, and dependence on developers.

Our vision is simple:‍

Eliminate manual work across the entire order-to-cash operation — without giving up control.

Here's how this works in practice. Zenskar needs only two inputs from you:

1. Your sales contracts — from a PDF, your CRM, or API
2. Your usage data — from your product or data warehouse

From there, Zenskar’s AI automates the grunt work across the finance stack:

• Interprets contract terms to send out invoices and collect cash
• Flags anomalies and surfaces revenue insights

All of this can be done through a conversational interface, just like ChatGPT, not a clunky UI with dozens of tabs.

This unlocks four things every finance leader cares about:

• Cut finance operational costs through automation
• Revenue uplift, with flexible pricing and PoB mapping
• Accelerated close cycles, including zero-day close for some of our customers.
• And lastly, stop waiting for engineering for every small change

Most importantly, this isn't a black-box solution. You stay in control of decision-making while AI handles the operational heavy lifting.

Zenskar automates Billing and Revenue Recognition, offering unlimited pricing flexibility to set up subscriptions, usage, or custom contracts without developers or manual hacks. With off-the-shelf features, 200+ plug-and-play integrations, and white-glove migration and implementation support, you can switch to Zenskar in weeks, not months.

Zenskar uses AI to automate the complete order-to-cash process, converting contracts and usage data into invoices, revenue schedules, and collections workflows with minimal manual work. The AI-native platform handles complexity without heavy configuration.

Zen AI, a secure conversational agent, sits at the core of the workflow, helping finance teams by:

• Interpreting contracts and usage data with customizable prompts
• Automating billing, revenue recognition, and reporting
• Enabling human review before finalizing records
• Answering questions and taking actions through chat

Zenskar empowers finance teams to move from manual operations to strategic oversight, working toward zero-touch finance and zero-day close.

Unlike other billing and revenue automation providers, Zenskar is redefining the finance function with an AI-powered, zero-touch approach. 

• Zenskar stands apart through its AI-powered automation that pulls directly from contracts and usage data, no manual setup or rigid workflows required. Invoices are generated automatically, revenue is recognized as performance obligations are met, and reports are prepared proactively, often before the finance team even asks.
• At the core is an AI agent with a native chat interface, built specifically to augment finance teams. It handles the operational heavy lifting, so finance professionals can focus on strategic oversight, driving the shift from manual work to zero-day close.

This comprehensive system empowers teams to operate at scale, with intelligence and precision, without needing to cobble together multiple tools

Zenskar was founded by Apurv Bansal and Saurabh Agarwal, second-time founders with deep experience across billing, accounting, and financial infrastructure. Apurv previously co-founded Wishpicker (acquired by Snapdeal), worked in Product at Google, and was a fintech investor at Elevation Capital. He holds a B.Tech from IIT Delhi and an MBA from Harvard Business School. 

Saurabh co-founded BC Jukebox (acquired by Gaana), built products at Basepair, and began his career as a Quant at Deutsche Bank. He holds a B.Tech in Computer Science from IIT Bombay. Together, they bring a strong combination of product, engineering, and financial insight, shaped by years of building tools at the intersection of technology and finance.

Zenskar is headquartered in the US, backed by leading investors including Bessemer Venture Partners, Shine Capital, Converge, Rocketship.vc, and Basecamp Fund.

Zenskar only needs contract/pricing terms and usage data to fully automate your order-to-cash process. That’s it. You don’t need to restructure your product catalog, rework your quote templates, or change how you sell. This is the core of our vision, a billing and revenue recognition engine that adapts to your contracts, not the other way around.

You can import usage data into Zenskar in three ways:

• Pull from 100+ data sources: Use direct integrations or remote queries to ingest usage from your existing systems. Zero engineering bandwidth, takes a couple of days, and is most used and recommended by our customers.
• Push via API: Send events in real-time with a rate limit of up to 100,000 events per second. This requires engineering bandwidth and is least preferred by our customers.
• Manual upload: Old-school way, but if you want, you can still import usage events in bulk via CSV, or add them manually.
  

Once your data is in, Zenskar makes it easy to turn raw events into billable metrics using:

• A no-code visual builder
  
• An SQL builder for full control
  

Or AI-powered aggregation for intelligent automation

Yes, you can invite an observer to Zenskar by assigning limited user permissions.

An existing user can be granted the "Can Read User" permission, which allows them to view other users in their organization without being able to modify roles, permissions, or settings. This is useful for stakeholders who need visibility into account activity or user access without requiring full administrative privileges.

Yes, Zenskar integrates with a wide range of CRM tools to seamlessly connect with your existing sales and finance stack. Whether you're using Salesforce, HubSpot, Pipedrive, Zenskar can sync customer data, contracts, subscriptions, and usage directly from your CRM.

We integrate with tools like DealHub and Microsoft Dynamics, enabling you to pull in deals, contracts, and pricing configurations directly into Zenskar for billing and revenue recognition.

In Zenskar, user permissions are managed using a combination of role-based access control (RBAC) and permission-based access control, allowing for flexible and secure user management. 

• Each user is assigned a role—such as Admin, Editor, or Viewer—which defines a baseline set of permissions. 
• These roles act as collections of permissions that determine what a user can access or modify within the system. While each user is typically assigned a single role, additional permissions can be granted beyond the default scope of that role, offering more granular control when needed.
• Permissions in Zenskar are defined using actions like Read, Write, Delete, and Approve, and are applied to specific resources within the platform. 
• When a user logs in, the system first authenticates their identity, then checks their role and associated permissions to determine what actions they’re authorized to perform. 
• For example, an Admin might have full access to modify or delete billing rules, while a Viewer may only have read-only access to reports and dashboards.

This dual-layered system ensures that users have precisely the access they need—no more, no less—making it easier for finance and operations teams to maintain control and compliance. User creation, role assignment, and permission management can all be handled directly within Zenskar’s user management settings.

Zenskar supports a wide range of pricing models—everything from simple subscriptions to complex, usage-based billing, and custom contract structures—without requiring any engineering effort. You can set up subscription, usage-based, hybrid, or fully custom pricing models directly within the platform using a no-code interface.

Whether you're running a PLG, SLG, or hybrid go-to-market motion, Zenskar allows you to configure and experiment with pricing freely. Supported models include tiered pricing, volume pricing, ramp deals, take rates, dynamic pricing, prepaid with postpaid overages, minimum commitments with overages, free units, discounts, credits, and more. You can also manage complex deal terms like milestones, amendments, matrix pricing, and custom billing cycles, all without writing a single line of code.

Pricing iterations, entitlement management, and adjustments can all be handled by finance or ops teams—no developer involvement required.

Zenskar automates revenue recognition across pricing models—completely spreadsheet-free—while staying compliant with ASC 606 and IFRS 15:

• Autogenerates performance obligations and revenue schedules directly from contract terms
  
• Recognizes revenue flexibly, including:
  
  • Straight-line (e.g., subscriptions)
    
  • Point-in-time (e.g., one-time setup fees)
    
  • Milestone-based (e.g., project phases)
    
  • Usage-based (e.g., overages or metered billing)
    

• Decouples invoicing from revenue recognition, so revenue is recognized accurately even if billing follows a different cadence
  
• Handles complex pricing models like tiered pricing, prepaid with postpaid overages, free units, and discounts
  
• Pushes journal entries in real time to your ERP or general ledger (e.g., NetSuite, QuickBooks, Xero) with a complete audit trail
  
• Tracks deferred, unearned, and accrued revenue automatically, keeping you audit-ready at all times
  

Supports granular reporting of recognized vs. unrecognized revenue at the contract, product, or usage level

Zenskar brings all your key financial metrics into a single platform, enabling smarter, real-time, data-driven decisions. You can access revenue, invoice, collections, and usage reports from a unified dashboard.

The platform provides both pre-built and fully customizable reports, helping you stay on top of metrics like Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR) and Net Revenue Retention (NRR), with the ability to drill down using custom tags and segmentation (e.g., by market, product, region, or customer segment) to uncover your key growth drivers.

Whether you’re tracking invoice totals, collections, credits used, or usage trends like API calls, Zenskar offers a clear view of both financial health and product engagement. AI-powered summaries and alerts keep you updated proactively, so you never miss a change in your financial or operational performance.

Zenskar is designed to reduce developer dependency across the entire order-to-cash process, making it easier for finance and operations teams to move fast without waiting on engineering support.

• Multiple data ingestion options: Meter usage via API, integrate with your data sources, or use no-code methods like CSV upload—whatever fits your workflow.
  
• Flexible data handling: Send raw events or pre-aggregated usage data. No need for rigid identifiers or predefined schemas.
  
• Automated reporting: Usage reports, revenue schedules, and invoice data are generated automatically—no custom scripts or manual work required.
  
• Self-serve configuration: Set up pricing, entitlements, discounts, and billing logic through a no-code interface.
  

Customer portal included: Let customers access invoices, usage, and payment options directly—no need to build or maintain your own portal.

Yes, Zenskar automates dunning processes to help you reduce payment delays and improve collections—without needing a separate email or collections tool. You can set up customized dunning sequences using branded email templates directly within the platform.

• Create and manage email templates for payment reminders, overdue notices, and follow-ups
  
• Attach relevant documents, such as invoices and payment summaries, to each communication
  
• Configure sender settings to send emails from your verified domain and maintain brand consistency
  
• Target high-risk customers proactively with tailored communication schedules based on payment behavior
  

By embedding dunning workflows into your billing system, Zenskar ensures that collection efforts are timely and scalable.

Yes, Zenskar offers a self-service customer portal that empowers customers to manage their billing and account information independently. This helps reduce support overhead while giving customers real-time visibility into their subscriptions and payments.

Key features of the Zenskar customer portal include:

• Self-service access: Customers can update account details, manage billing preferences, and access all relevant information without needing to reach out to support.
  
• Payment management: Customers can securely update payment methods, view payment history, and manage saved cards or bank accounts.
  
• Subscription management: The portal allows customers to upgrade, downgrade, pause, or cancel their subscriptions, based on your configured rules.
  
• Usage tracking: Customers can view detailed usage analytics and reports to understand their consumption and anticipate charges.
  
• Invoice access: All invoices and statements are available for download, ensuring transparency and easy recordkeeping.
  

The portal is flexible and can be accessed in multiple ways—via a direct button powered by the Zenskar API, secure magic links included in automated emails, or a fully hosted portal experience maintained by Zenskar.

Your company can go live with Zenskar in just 4–12 weeks, 6x faster than traditional billing and revenue platforms. 

You can try Zenskar risk-free with no commitment by testing the full feature set in a sandbox environment—no credit card required, no strings attached. When you're ready to scale, we provide white-glove, 24x7 support via Slack, Zoom, and email at no extra cost.

Zenskar is built with security at its core, ensuring your financial data is protected at every layer. We adhere to industry-leading standards, including GDPR, AICPA SOC 2, and ISO 27001 to maintain the highest levels of data security and compliance.

Our infrastructure includes:

• Data encryption at rest and in transit
  

Granular access controls and role-based permissions

Zenskar does not currently train any proprietary AI/ML models using customer data.

The clause in our MSA is forward-looking—it simply grants us the ability to use aggregated or de-identified data to improve our services in the future, should we decide to train models internally.

That said, we are fully committed to respecting your preferences. If you'd prefer, we’re happy to opt you out, and we will not use your data for any AI model training purposes—now or in the future.

Opting out will not impact your access to the Zenskar platform or limit any of its core functionality. We will also ensure that any AI-powered features you choose to use will operate without involving your data in any model training or improvement processes.

Yes, you can test Zenskar’s complete feature set in the sandbox to experiment, develop and test the environment extensively and experience the platform in action. No credit card, no risk.

We want to work with our customers as long-term partners. We don't charge a % of your revenue. We are an enterprise platform built for automation and scale, our usage and rate limits are generous and grow with you. As your business thrives and your billing needs evolve, we can revisit the pricing to find a win-win.

During the Zenskar sandbox testing stage, you can fully configure your sandbox environment with contracts, customers, usage data (or aggregates), and journal entries—allowing you to evaluate the platform in the context of your real-world billing and finance workflows. 

You also have the option to connect test or production accounts of your CRM, ERP, tax, or payment systems to the Zenskar sandbox. 

This enables a side-by-side comparison of Zenskar’s outputs with those from your current systems for a representative sample of contracts, invoices, and journal entries from your last billing cycle.

Our pilots are designed to be flexible to ensure you have enough time to explore the platform.