Zoho Finance Automation
Money In. Money Out.
Ways to lessen the load.
- Convert Sales Orders into Invoices
- Utilize Recurring Invoices or clone existing ones.
- Do Invoices in CRM
- Share Items with Inventory
- Track Billable Hours in Projects.
- Integrate Payment Gateway to streamline receivables
- Use ACH in Zoho Books
- Have Customers use Self-Service Portal
- Minimize Checks
- Turn Sales Orders into Purchase Orders
- Automate vendor bill PDFs using document scanning
- Use Recurring Bills
- Autopay Bills with ACH or Credit Cards
- Eliminate Paper Checks
- Use Bulk Expenses Feature
- Do Recurring Expenses
- Have staff use Zoho Expense on their smartphones which eliminates rework
- Easily match expenses to bank feed.