Finance - Zoho ERP

Zoho Corporation

About this app

This app helps businesses manage their entire financial lifecycle from sales and purchases to projects and payments. Built to work seamlessly with your Zoho ERP deployment, it ensures that every transaction is recorded accurately, stays in sync across modules, and contributes to a real-time, reliable financial view of the business.


Here are a few benefits of using this app along with Zoho ERP:
Sales Accounting & Revenue Management  .
Manage the full sales journey from quotation to collection, while ensuring accurate revenue tracking and compliance.

• Maintain customer records and keep all sales transactions linked to the right accounts.
• Create and share quotes and convert them into confirmed sales orders.
• Generate retainer invoices to collect advance payments with audit trails.
• Issue sales orders and invoices to record revenue at every stage.
• Record sales receipts for instant acknowledgement of completed sales.
• Create delivery challans to document and track the movement of goods.
• Generate e-way bills to stay compliant with statutory transport requirements.
• Send payment links to customers and enable faster digital collections.
• Track payments received and reconcile them with invoices.
• Issue credit notes to handle refunds.
• Track all business transactions for efficient bookkeeping.

Purchase, Expense & Vendor Management  .
Control spending, streamline procurement, and maintain visibility into payables.
• Maintain vendor records with complete transaction history.
• Create purchase orders and track commitments before expenses are incurred.
• Record bills and link them back to purchase orders.
• Log and categorize expenses to improve cost visibility and reporting.
• Manage vendor credits to account for refunds, adjustments, or overpayments.

Project & Time-Based Accounting  .
Track costs, revenue, and effort for project-driven and service-based businesses.
• Create and manage projects with associated financial data.
• Log work hours for different team members using timesheets for accurate billing and cost allocation.
• Track project expenses and revenue to monitor profitability in real time.
• Align project data with accounting and records for complete visibility.

Use Cases   and Scenarios where This App will be useful:
1 Growing businesses centralizing finance operations.
Replace spreadsheets and disconnected tools with a unified, Zoho ERP-connected accounting app.
2 Sales-driven organizations improving collections.
Speed up invoicing, enable digital payments, and reduce outstanding receivables.
3 Procurement-heavy teams controlling spend.
Track purchase orders, bills, and vendor payments in quick time, with full financial visibility.
4 Project-based and services companies tracking profitability.
Capture time, expenses, and revenue at the project level to measure true margins.
5 Compliance-focused businesses reducing audit risk.
Maintain accurate records, statutory documents, and Zoho ERP-aligned financial data.