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Zoho Finance

Zoho Finance

The Complete Financial Toolkit for Modern Businesses

Streamline Your Financial Operations in One Unified Platform

Simplify your finance operations, enhance productivity, and make better business decisions with Zoho Finance Plus. It is your one-stop solution for comprehensive financial management, empowering you to streamline your quote-to-cash processes, enhance subscription management, and make better business decisions.

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Books 

  • End-to-End Accounting: Manage and track all financial transactions, with complete support for receivables, payables, and inventory management.

  • Intelligent Automation: Schedule your bank feeds to update financial data automatically, and set up recurring billing to minimize manual intervention.

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Billing

  • Subscription Management: Handle variable billing cycles and subscription models with easy-to-use management tools.

  • Invoice Settlements: Track which invoices have been settled, which are pending, and which are overdue with clear, detailed reports.

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Invoice 

  • Customizable Invoices: Design invoices that align with your brand identity and add detailed item descriptions, custom fields, and more.

  • Automated Follow-Ups: Set up automated reminder sequences for clients, ensuring that they pay your invoices on time.

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Checkout

  • Design Versatility: Customize your payment pages with your brand colors, logos, and images to make them uniquely yours.

  • Recurring Payments: Set up and manage recurring billing profiles, making it easier for your customers to subscribe to your services.

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Expense

  • Receipt Scanning: Snap photos of receipts on the go and have the system automatically create expense entries with OCR technology.

  • Policy Enforcement: Customize and enforce company policies for expenses, ensuring complete compliance without micro-management.

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Payroll

Regulatory Compliance: Stay up-to-date on the latest tax laws and maintain compliance with built-in support for statutory requirements.

Employee Self-service Portal: Empower employees to access their payslips, declare investments, and submit reimbursement claims through a self-service portal.

A unified platform for all your back office needs.

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