Books

Start doing your bookkeeping smartly and efficiently with the cloud-based software Zoho Books for complete automation and control of your financial transactions.

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Inventory

Manage your enterprise inventory efficiently with powerful software from Zoho and integrate other applications to maximise your profits and grow your company

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Subscription

Process and automate the entire lifecycle of recurring customer payments from around the world, adhering to tax rules and securely storing all financial data

Integrate

Invoice

Create and send professional invoices to ensure your company's image, receive payments on time, receive detailed reports, keep track of outstanding expenses and keep a complete privacy of your data Learn more...

Expense

Organise your corporate travel smarter with Zoho Expence. Gain full control of costs, reduce reimbursement time for your employees, receive purchase requests and instantly generate more than 25 analytical calculation reports

Checkout

Started a project but don't know how to monetize it quickly ? Zoho Checkout allows you to create a personalized payment page without a single line of code, optimized for all devices and receive payments instantly in minutes

Integrate

Manage expenses

Create a payment page

Why should you use Zoho for finance automation?

here are several reasons why you should consider using Zoho for finance automation:

Comprehensive Suite of Finance Applications: Zoho offers a comprehensive suite of finance applications that cater to various aspects of finance automation. This includes Zoho Books for accounting, Zoho Invoice for invoicing and billing, Zoho Expense for expense management, and Zoho Inventory for inventory management. Having all these applications within the Zoho ecosystem ensures seamless integration and data flow between different finance processes.
Streamlined Financial Workflows: Zoho's finance automation tools are designed to streamline financial workflows and make processes more efficient. With features such as automated invoicing, expense tracking, bank reconciliation, and financial reporting, Zoho helps to automate routine tasks, reduce manual errors, and save time for finance teams.
Scalable Solutions: Whether you are a small business or a large enterprise, Zoho's finance automation tools are scalable to meet your growing needs. The applications offer flexible pricing plans and can accommodate the financial requirements of businesses of different sizes and industries.
Integration and Data Accessibility: Zoho integrates with various third-party applications and services, allowing seamless data exchange and accessibility. It can be integrated with payment gateways, CRM systems, e-commerce platforms, and more, enabling a holistic view of your financial data and enhancing overall business operations.
Collaboration and Remote Access: Zoho's cloud-based finance automation tools enable collaboration among finance teams, even when working remotely. Multiple users can access and work on financial data simultaneously, making it easier to collaborate, review, and analyze financial information.
Reporting and Analytics: Zoho provides robust reporting and analytics capabilities, allowing you to gain valuable insights into your financial data. Customizable reports, dashboards, and financial analytics tools help you track key financial metrics, identify trends, and make informed business decisions.
Data Security and Compliance: Zoho prioritizes data security and compliance. It employs industry-standard security measures, data encryption, and regular backups to ensure the safety and integrity of your financial information. Zoho also complies with regulations like GDPR and provides features for user access controls and permissions.
Customer Support and Training: Zoho offers comprehensive customer support and resources, including documentation, tutorials, webinars, and a dedicated support team. This ensures that you have the necessary assistance and guidance in using Zoho's finance automation tools effectively.

Overall, using Zoho for finance automation offers numerous benefits, including streamlined workflows, data integration, scalability, collaboration, and robust reporting capabilities. It can significantly enhance your finance operations, improve efficiency, and provide better visibility into your financial health.

What is Zoho Books?

Zoho Books is an online accounting software offered by Zoho Corporation. It is designed to simplify financial management for small businesses, freelancers, and entrepreneurs. Zoho Books provides a range of features and tools to handle accounting tasks, invoicing, expense tracking, inventory management, and more.

With Zoho Books, users can easily manage their business finances. The software allows users to create and send professional invoices to clients, track payments, and automate payment reminders. Users can also set up recurring invoices for regular clients, saving time and effort in billing processes.

Zoho Books supports seamless integration with payment gateways, allowing users to accept online payments from their customers. It offers multiple payment options and provides secure and convenient payment processing.

The software provides robust expense management features. Users can track business expenses, categorize them, and attach expense receipts for accurate record-keeping. Zoho Books also offers bank reconciliation, which simplifies the process of matching bank transactions with accounting records and ensures accuracy in financial data.

Inventory management is another key feature of Zoho Books. Users can easily track and manage their inventory levels, record stock adjustments, and receive notifications when inventory levels are low. This helps businesses maintain optimal stock levels and fulfill customer orders efficiently.

Zoho Books offers comprehensive financial reporting and analytics capabilities. Users can generate various financial reports, such as profit and loss statements, balance sheets, cash flow statements, and more. These reports provide insights into the financial health of the business and aid in making informed decisions.

The software supports multi-currency transactions, making it suitable for businesses operating globally or dealing with international clients. Users can invoice and track payments in multiple currencies, helping them manage their global financial operations.

Zoho Books emphasizes data security and privacy. It employs secure data encryption, regular backups, and access controls to protect sensitive financial information.

What is Zoho Inventory?

Zoho Inventory is an online inventory management software offered by Zoho Corporation. It is designed to help businesses effectively manage their inventory, streamline order fulfillment, and maintain optimal stock levels. Zoho Inventory provides a range of features and tools to track inventory, manage orders, automate processes, and integrate with other business applications.

With Zoho Inventory, businesses can easily track their inventory in real-time. Users can create and manage product listings, set stock levels, and monitor inventory movement. The software provides insights into inventory levels, allowing businesses to make data-driven decisions regarding procurement, replenishment, and stock optimization.

Zoho Inventory offers order management features to streamline the order fulfillment process. Users can manage sales orders, track order status, generate packing slips and invoices, and update shipment details. The software also supports barcode scanning, making it efficient to process orders and update inventory levels.

The software provides multi-channel selling capabilities, allowing businesses to sell products across different online marketplaces and e-commerce platforms. Zoho Inventory integrates with popular marketplaces such as Amazon, eBay, and Etsy, as well as leading e-commerce platforms like Shopify and WooCommerce. This integration ensures seamless data synchronization, inventory updates, and order management across various sales channels.

Zoho Inventory supports efficient warehouse management. Users can create multiple warehouses or locations, track inventory movement between warehouses, and manage stock transfers. The software helps businesses optimize their warehouse operations, reduce stockouts, and improve order fulfillment efficiency.

Automation is a key feature of Zoho Inventory. Users can automate routine tasks such as stock updates, order processing, and purchase order generation. Automation helps businesses save time, reduce errors, and streamline operations.

The software offers comprehensive reporting and analytics capabilities. Users can generate various inventory reports, such as stock valuation, sales reports, and reorder analysis. These reports provide valuable insights into inventory performance, sales trends, and profitability.

What is Zoho Subscription?

Zoho Subscription is a subscription management software offered by Zoho Corporation. It is designed to simplify and automate the management of recurring subscriptions and payments for businesses. Zoho Subscription provides a range of features and tools to handle subscription billing, customer management, invoicing, and reporting.

With Zoho Subscription, businesses can easily set up and manage subscription plans. Users can define pricing, billing cycles, trial periods, and other subscription parameters. The software supports various billing models, including fixed pricing, metered usage, and tiered pricing, giving businesses flexibility in structuring their subscription offerings.

Zoho Subscription automates recurring billing processes. It generates and sends invoices to customers automatically based on their subscription schedules. Users can customize invoice templates, add branding elements, and include relevant subscription details. The software also handles prorated billing for mid-cycle subscriptions, making it convenient to manage billing for customers joining or leaving in the middle of a billing cycle.

The software offers multiple payment gateway integrations, allowing businesses to collect payments from customers seamlessly. Zoho Subscription supports popular payment gateways such as PayPal, Stripe, Authorize.net, and more. This enables businesses to accept payments globally and in various currencies.

Zoho Subscription provides customer management features to keep track of customer details and subscription history. Users can manage customer profiles, view subscription status, and handle customer inquiries related to subscriptions. The software also sends automated notifications to customers for subscription renewals, payment reminders, and upcoming expirations.

The software offers comprehensive reporting and analytics capabilities. Users can generate reports on subscription revenue, customer churn, growth trends, and more. These insights help businesses make data-driven decisions and identify areas for improvement in their subscription offerings.

What is Zoho Invoice?

Zoho Invoice is an online invoicing software offered by Zoho Corporation. It is designed to simplify and streamline the process of creating and managing invoices for businesses of all sizes. Zoho Invoice provides a range of features and tools to create professional invoices, track payments, manage expenses, and generate financial reports.

With Zoho Invoice, businesses can easily create and send customized invoices to clients. Users can customize invoice templates with their branding elements, add line items, specify quantities and rates, and include applicable taxes. The software supports multiple currency invoicing, making it suitable for businesses operating globally or dealing with international clients.

Zoho Invoice offers flexible payment options for customers. It integrates with popular payment gateways, allowing businesses to accept online payments through credit cards, PayPal, or other payment methods. This improves cash flow and expedites the payment collection process.

The software provides automated payment reminders and notifications to customers, reducing the need for manual follow-ups. Users can set up automated reminders for upcoming due dates, overdue payments, and payment confirmations. This helps businesses maintain healthy cash flow and improve collection efficiency.

Zoho Invoice includes expense management features to track and manage business expenses. Users can record expenses, categorize them, attach receipts, and link them to specific projects or clients. This simplifies expense tracking and enables accurate expense reporting.

The software offers time tracking capabilities, allowing users to track billable hours spent on projects or tasks. Users can convert tracked time into billable entries and include them in the invoices. This helps businesses accurately invoice clients based on the time spent on their projects.

Zoho Invoice provides comprehensive reporting and analytics features. Users can generate financial reports such as sales reports, payment reports, and expense reports. These reports provide insights into business performance, revenue trends, and expense patterns.

What is Zoho Expense?

Zoho Expense is an online expense management software offered by Zoho Corporation. It is designed to simplify and automate the process of tracking, submitting, and managing business expenses. Zoho Expense provides a range of features and tools to capture receipts, categorize expenses, track reimbursement, and generate expense reports.

With Zoho Expense, businesses can easily capture and store expense receipts. Users can use their mobile devices to take pictures of receipts, which are then automatically scanned and extracted for relevant information such as date, amount, and merchant. This eliminates the need for manual data entry and ensures accurate expense tracking.

The software allows users to categorize expenses based on predefined categories or create custom categories to match their business needs. Users can assign expenses to projects or clients, enabling them to allocate expenses accurately and generate project-specific reports.

Zoho Expense supports multi-currency transactions, making it suitable for businesses operating globally or dealing with international expenses. Users can record expenses in different currencies, and the software automatically converts them to the base currency for accurate tracking and reporting.

Zoho Expense offers robust policy enforcement to ensure compliance with expense policies and guidelines. Users can define expense policies and set spending limits, allowing the system to automatically flag policy violations. This helps businesses maintain control over expenses and ensure adherence to company policies.

The software streamlines the reimbursement process for employees. Users can submit expense reports with just a few clicks, and managers can review and approve expenses electronically. Zoho Expense supports direct reimbursement to employees' bank accounts, saving time and effort in manual reimbursement processes.

Zoho Expense provides comprehensive reporting and analytics capabilities. Users can generate expense reports, including detailed breakdowns by category, project, employee, and more. These reports provide insights into expense patterns, allow for better budgeting and cost control, and facilitate auditing and compliance requirements.

What is Zoho Checkout?

Zoho Checkout is an online payment platform offered by Zoho Corporation. It is designed to help businesses easily create and customize payment pages, allowing them to accept online payments from their customers. Zoho Checkout provides a range of features and tools to create secure payment forms, set up recurring payments, and integrate with popular payment gateways.

With Zoho Checkout, businesses can create professional-looking payment pages without requiring any coding skills. Users can customize the appearance of their payment forms by adding their branding elements, logos, and personalized messages. This helps create a consistent and professional payment experience for customers.

The software supports multiple payment options, allowing businesses to accept payments from customers using credit cards, debit cards, and popular online payment gateways such as PayPal, Stripe, and Authorize.net. Zoho Checkout securely handles the payment processing, ensuring the privacy and security of customer payment information.

Zoho Checkout offers flexible payment options for businesses. Users can set up one-time payments for products, services, or donations. Additionally, the software supports recurring payments, making it suitable for businesses with subscription-based or recurring billing models.

The software provides automated payment reminders and notifications to customers, helping businesses reduce payment delays and improve cash flow. Users can set up automatic email notifications for payment confirmations, upcoming due dates, and failed payments.

Zoho Checkout offers comprehensive reporting and analytics features. Users can generate reports to track payment activity, view transaction history, and gain insights into revenue trends. These reports provide valuable data for financial analysis and planning.

Finance Process Automation

Are you planning to automate your company's financial management processes? The Zoho Finance platform offers a light, accessible, and user-friendly interface that facilitates data connectivity from various sources. Real-time information is seamlessly transmitted between selected applications, enabling you to make more informed business decisions based on analytics. This platform integrates smoothly with Zoho CRM, enhancing the cash-handling process. When applications related to sales and finance are synchronized, the likelihood of order loss, communication errors, or delays in order processing and payments is minimized.

Are you interested in knowing the cost of CRMOZ software configuration?

The Zoho Finance system is designed from the ground up for small and medium-sized businesses. All integrated applications work on a collaborative principle. When sales representatives create orders on one platform, they immediately become available on others for relevant teams to finalize the deal quickly, issue an invoice to a customer, and receive payments.

Our company specializes in configuring and automating processes, which will subsequently provide access to real-time information on product availability, order status, and payment details, making customer support faster and your customers more loyal. Based on the Finance platform, you can perform quick refunds, receive accurate reports, reconcile expenses, and analyze plan performance.

Optimizing business processes is achieved by integrating applications such as:

Books for accounting using cloud-based software;
Inventory – an efficient way to manage corporate inventory;
Subscription for processing and automating the entire lifecycle of regular payments;
Invoice ensures the distribution of invoices, payment receipts, reporting, and tracking of unpaid expenses;
Expense for organizing corporate trips;
Checkout allows you to create a personalized payment page for quick monetization of projects.

Significant benefits of using the platform compared to established pricing

By using the provided Zoho business solutions, you can easily manage multiple users from different departments, control task execution, create reports, analyze business profitability, and much more. You can add participants and provide them with access to various applications from a centralized panel according to their roles in the project.

If you find your financial management inefficient, want to automate processes from the beginning of entrepreneurial activity, or improve existing aspects, contact us in a way that suits you best. At an agreed-upon price, we will offer the implementation of the best solutions personalized to your situation. We will help you configure software that will streamline the routine operations of company employees, provide visibility into the successful completion of orders, reduce accounting errors to zero, and facilitate tax payments.

Automation of financial processes with Zoho applications

Books

Inventory

Subscription

Invoice

Expense

Checkout

Why should you use Zoho for finance automation?

What is Zoho Books?

What is Zoho Inventory?

What is Zoho Subscription?

What is Zoho Invoice?

What is Zoho Expense?

What is Zoho Checkout?

Finance Process Automation

Are you interested in knowing the cost of CRMOZ software configuration?

Significant benefits of using the platform compared to established pricing

CRMOZ

ZOHO Partner

SOLUTIONS

ABOUT

Automation of financial processes with Zoho applications

Books

Inventory

Subscription

Invoice

Expense

Checkout

Why should you use Zoho for finance automation?

What is Zoho Books?

What is Zoho Inventory?

What is Zoho Subscription?

What is Zoho Invoice?

What is Zoho Expense?

What is Zoho Checkout?

Finance Process Automation

Are you interested in knowing the cost of CRMOZ software configuration?

Significant benefits of using the platform compared to established pricing

Do you still have questions?

CRMOZ

ZOHO Partner

SOLUTIONS

ABOUT