Financial Services Solutions
When it comes to financial services, privacy and compliance are top priorities. Unified communications, contact centers, and APIs work in harmony to offer a security-focused, real-time customer experience on any device, through any channel—voice, SMS, messaging, and video. Be the company your customers trust.
A GST-compliant, unified platform for all your back office needs
From invoicing to order management to accounting, our integrated finance suite has all bases covered when it comes to your back office operations. ZOHO added all the features you'll need to make sure your business becomes—and stays—GST-compliant. All you need that zoho finance plus integration in your company for better finance working.
Zoho Finance Plus Features
Zoho Books Has Faster Invoicing & Quicker Payments
Spend less time invoicing customers and chasing down overdue payments. But that’s just the start:
• With Zoho Books you can collect payments securely and quickly with online payments. Keep records of all your invoices, estimates, credit notes, and even recurring invoices together all in one place. And convert estimates to invoices in just a few clicks and use the filter to track invoices that you might need to review!
• When invoicing clients, having a customized invoice template is important as it can project how big your brand is and also give customers a peek at how detail oriented you are. Customize your invoice to look the way that you want it to and add another touch of professionalism with your brand logo.
• Record every type of payment whether online or offline. Integrate your payment gateway with Zoho Books and make it easy and convenient for your customers to pay you online without the hassle.
Tracking Time & Projects With Zoho Books
With Zoho Books you can closely monitor and track how labor is spent in your company. Zoho provides helpful features for doing so by allowing you to log and track time, give role based access to log time, managing multiple projects, and add expenses related to particular invoices.
• Books will ensure that you never lose a minute of your billable hours. You and your team will be able to log the amount of time spent on a project daily, or weekly, or use the timer widget to clock the exact time spent on particular projects.
• Managing multiple projects can be overwhelming at times for business owners, but with Zoho Books controlling and managing projects has never been easier. Books lets you create new projects, add tasks for each project, and assign specific tasks to your employees. You can even give restricted access to those who are working with you. Customize your users’ access by restricting what they can view dependent on their position or role.
• You can waste a lot of time attempting to sync every expense of a particular project when billing customers. With Zoho Books you can associate all expenses related to a certain project at the time of billing.
View All Accounts With Zoho Books
Zoho Books holds the information to all your accounts in one place where you can update bank accounts and credit card accounts automatically and eliminate the data entry process as a whole.
• Stop wasting time with manual entry of every transaction and reconciling every month when you can automate the process to make your life easier.
• Set up bank accounts with Zoho Books once and it will automatically import every transaction from your account, helping you see the bigger cash flow picture.
• With Bank rules within Zoho Books, you can insert as many criteria as you want in order to organize your accounts. Bank rules within Zoho Books scan all of your transactions and organizes it per your set criteria.
• With Zoho Books you can choose to manually input all transactions if you need to.
• With credit cards you may need to record credit card charges, expenses, payments, and or credits, and Zoho can help with that! Want to import a bank statement to Zoho Books? Well, you can do that!
• Books allows you to import your financial statements in formats such as .ofx, .qif, .tsv, or.csv.
Manage Inventory With Zoho Books
• Track and manage inventory online with Zoho Books. View reports showing you stock levels and keep an eye on your inventory in realtime. When entering and saving a new item, you can enable tracking of inventory on that particular product so that you can have full visibility of what you have on hand.
• Need to make adjustments? No problem, Zoho allows you to make adjustments in the system for damaged goods and make adjustments after an inventory count.
• Now automate! Take it a step farther with automation as you can set reorder levels and get alerts before you run out of stock. You can even select a preferred vendor for when reordering needs to happen. When an item needs reordering you can then quickly send a purchase order to that vendor.
Visibility With Zoho Books
If you want to take a small workload off of your accounting team, give your clients the power to access their own client portals with Zoho Books. With a client portal your customers can access a portal that gives them a full drill down of their past transactions with you.
Customers can always edit and update their contact details in the portal and can also accept or comment on quotes you send. In the same portal, your customers can also view outstanding invoices and pay immediately through an online payment gateway.
Zoho Books allows you to invite multiple users and share real time information. You can invite colleagues and assign them specific role based access to specific modules. This way you and your team can be in sync with the same up to date information to increase accuracy and productivity.
Accounting With Zoho Books
Manual journals within Books can help you stay organized to receive help from a bookkeeper or accountant when in need of manual entries for things like asset depreciation or petty cash expenses.
Easily rectify errors with manual journals when you want to transfer balances from one account to another.
Capture and view all financial information related to your asset, liability, revenue, or expense accounts and organize them how you want.
Create as many accounts as you want online and post entries for your daily accounting transactions.
Zoho Books makes calculating taxes a cinch. Based on your business location you can add taxes, group two or more taxes together or compound tax. Zoho Books computes taxes in just a few clicks and can help you generate tax reports so you are good to go when tax season arrives.
Zoho Books Reporting
With an intuitive dashboard you can simply take a glance at your company data to view your invoice aging summary, income expense chart, expense chart, bank account summary, credit card summary, and accounts watchlist. In minutes you can also categorize all transactions imported from your bank and credit card accounts.
Zoho Books can even bring clarity to your unbilled hours and expenses of your project so you can bill them together when sending a final invoice to a customer. In addition, Zoho Books provides a vast number of important financial reports such as profits and losses, cash flow statements, tax statements, and more.
Zoho Finance Data Migration
Once your new finance system is deployed, the real bear is getting all your historical data migrated and fully integrated with your new software. For a lot of people, that's the major downside to migrating systems entirely...
But don't let your historical data prevent you from enjoying a newer, sleeker ERP system like Zoho Finance or FieldTech! Instead, let our team of finance & ERP consultants look over and analyze your data - then we can provide data migration training, assistance, cleanup, or a full-service finance data migration. No need to worry, ePratikshana's expertise has you covered!
Zoho + Tax Integrations
Taxes are one of life’s two certainties - wouldn’t it be nice if your Zoho software handled them well? Integrate your Zoho CRM or Finance suite with TaxJar or Avalara to calculate taxes automatically, worry-free, and ensure your business is tax-compliant.
Let us show you what this tax integration can do for you.
As Zoho Finance Solution Provider, we deliver your business success
If they say sales is the backbone of every business, then the financial system is certainly the heart. Now is the time to take control over your operations with a properly-tuned Zoho ERP financial system. Capabilities range from quoting to production, through to calculating commission. To make things easier for you and counter the chaos, ePratikshana offers you a variety of financial and ERP software services, from general accounting best practices to consulting on different financial apps, from Zoho Books to FieldTech (Zoho Creator) ERP.