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CRM Masters
  • June 29, 2022
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Zoho Finance Plus: One-Stop solution to all your Financial Operations

A business needs a financial plan, regardless of size, which is the most important thing. It’s a roadmap, a guideline, and a reminder of your goals. It helps you manage your cash flows by planning your taxes, spending your cash flow, and budgeting carefully. From small businesses to the world’s largest corporations, everyone forms a sound financial plan and performs the day-to-day operations to prioritize the areas that need to be funded and avoid expenditures that don’t yield fruitful results.

And this is something Zoho Finance Plus Suite provides. It is a GST-compiled unified platform for all your back-office needs. With Zoho implementation, you can bundle all your business accounting challenges into one, giving your business visibility into orders and fulfillment processes with accounting errors and hassle-free calculations.

Apps included in Zoho Finance Plus Suite are:

Zoho Invoice:

As a free GST invoicing software, Zoho Inventory can effectively streamline a business process. Some of its benefits are:

  • Easy templates help create professional invoices.
  • You can handle customer returns and manage refunds effectively using credit notes.
  • You can create delivery challans to accompany your goods while in transit.
  • You can track all your transactions and reimbursable expenses and thus bill your customers immediately.
  • It enables customers to pay through UPI, credit or debit cards, cash, bank transfers, or cheques.

Zoho Books:

It is effective online accounting software that helps businesses in the following ways:

  • Keeping your business GST compliant: You can create GST invoices, know your tax liability, and file your tax returns easily.
  • Managing your finances: Zoho books efficiently help negotiate deals and raise sales orders and invoices.
  • Integration: You can add more than 40 applications by Zoho, which allows you to work collectively across all the platforms.

Zoho Inventory:

It is an inventory management software designed to do the following operations:

  • You can easily manage your sales, purchase activities, payments, invoices, and bills with Zoho Inventory.
  • You can control your stocks in different warehouses from Zoho Inventory.
  • Integration with Zoho CRM and Zoho Books helps you sell your products anywhere you want.
  • As it is easily compatible with different barcode scanners, you can easily add a Barcode system and add SKU, serial, batch numbers, etc.
  • A wide range of reports can be generated and shared easily to know the inventory aging, sales details, inventory valuation, and vendor payments.

Zoho Subscriptions:

It is a cloud-based billing and subscription solution that is innovatively designed to handle each aspect of your business.

  • Weekly, monthly, or yearly subscription models can be easily set up with auto-billing processes.
  • With the help of APIs, you can automate email alerts, custom functions, and buttons and track subscription changes.
  • Multiple subscriptions can be added and managed easily with the Zoho Subscription.
  • You can customize the invoice template that reflects your brand with the numerous template options.

Zoho Expense:

  • With Zoho Expense, You can manage all the travel management, like setting up the pre-travel approval and enabling employees to report their expenses.
  • You can also control business expenditures with streamlined budgets.
  • From receipt scanning to approvals, you can automate all.

Zoho Checkout:

You can build a custom and branded payment page with checkout within a few minutes and start accepting the payment immediately from your customers. Whether it is one-time or your current transactions, you can take the hassle out of collecting payments with it.

Zoho Payroll:

You can process payroll and simplify compliance with it. Features of Zoho payroll are:

  • You can auto-calculate the taxes, salaries, deductions, and benefits with zero errors.
  • Regional and national compliance can be maintained from anywhere in the world.

Why Choose an Integrated Finance Suite?

Choosing a complete financial management software suite offers numerous benefits for your back-office operations. Zoho Finance Plus stands out as an all-in-one finance solution suitable for businesses of any size. 

Here’s why it’s an excellent choice:

  • All-in-One Platform

Manage all your financial applications from a single interface. Zoho Finance Plus consolidates various financial tools into one cohesive system, reducing the need to switch between multiple applications. 

This streamlines your workflow, ensuring that all financial data is accessible and manageable from one place, thus enhancing productivity and reducing errors.

  • Speed Up Financial Processes

Enhance the quote-to-cash process for quicker transactions. Zoho Finance Plus automates key steps in this process, from generating quotes to finalizing sales and collecting payments. 

This automation not only speeds up the cycle but also improves accuracy and reduces manual intervention, allowing your team to focus on more strategic tasks rather than routine administrative work.

  • Adapt to New Business Models

Easily transition to a subscription-based economy. As businesses increasingly shift towards subscription models, Zoho Finance Plus provides the tools needed to manage recurring billing, track subscription renewals, and handle upgrades or downgrades seamlessly. 

This flexibility ensures that your financial operations can keep pace with changing business strategies and customer preferences.

  • Automate Reimbursements

Speed up reimbursement approvals through automation. Zoho Finance Plus simplifies the reimbursement process by automating approval workflows and ensuring compliance with company policies. 

This results in faster reimbursement cycles, improved cash flow management, and higher employee satisfaction as they receive their reimbursements promptly and without hassle.

  • Data-Driven Decisions

Use data from various back office departments to make informed business decisions. Zoho Finance Plus provides robust reporting and analytics tools that consolidate data across different functions. 

This complete view enables you to identify trends, monitor performance, and make strategic decisions based on comprehensive, real-time insights rather than fragmented information.

  • User Management

Simplify user management with centralized role-based access across departments. Zoho Finance Plus allows you to assign specific roles and permissions to different users, ensuring that employees have access only to the information and functions they need. 

This not only enhances security but also ensures that workflows are efficient and that sensitive financial data is protected.

  • Seamless Integration

Integrate effortlessly with other Zoho CRM products. Zoho Finance Plus is designed to work seamlessly with the broader Zoho ecosystem, allowing for smooth data flow and unified management across different business functions. 

  • Extensive External Integrations

Access a wide range of integrations with external applications. Zoho Finance Plus supports integrations with numerous third-party applications, ensuring that it can fit into your existing technology stack. This flexibility means you can continue using your preferred tools while benefiting from the comprehensive financial management capabilities of Zoho Finance Plus.

  • Cost-Effective

Zoho partners help you enjoy the benefits of a wide range of powerful features in the finance suite at an affordable price. Its competitive pricing makes it accessible for businesses of all sizes, providing excellent value by combining essential financial management tools into a single, cost-effective solution.

Get Access to Zoho Finance Plus Today

Zoho Finance Plus is an integrated suite that makes your business thrive. Unlock the best financial management solutions for your business with the help of CRM Masters, a Zoho Premium Partner. 

Contact us for the best Zoho Consulting Services. Book a FREE call now!