Why financial systems are essential
Companies who manage and focus on their profitability are more likely to flourish.
Using Zoho Finance as the central element of your operations ensures greater control and knowledge of your business. Once your processes are correctly capturing information, extensive Reporting and Analytical tools can provide you with critical information, as you need it.
Zoho Finance Suite
Using the balancing of financial records to ensure accuracy, you can better manage the operations of your company.
Zoho Books contains all the elements you need to manage the accounting and finances of your company.
In addition, enhanced applications with extended features are available with Zoho Inventory, Zoho Expense, Zoho Invoice and Zoho Subscriptions.
If you are already using CRM:
If you are currently using Zoho CRM to manage your customers and invoicing, a part of the job is already done. Linking your invoices to your custom Chart of Accounts is easily handled during setup. From there, the financial transactions with your customers can be captured and analyzed to greater depth.
Since one of the prime elements of accounting systems is that they must balance, you will also have accurate confirmation of your sales and commission reporting, to the penny. Balancing Sales Reports with Accounting
How we can help:
The team at Web Sales Design has decades of experience helping companies implement accounting systems. There are key decisions to make up front, ensuring that processes are developed to make your information flow smooth and effective.
Zoho Finance has a wide range of capabilities to handle many industries. Setup can be complex, and we can help narrow down which elements matter to you and which do not. Ensuring that your core foundation is solid will help greatly as business processes provide volumes of information.
Our Zoho Finance consultant, Glenn Coles, has an MBA in Finance from York University and taught Accounting at Humber College, both in Ontario, Canada. He has many years experience as Project Manager for Accounting implementations at companies across North America, from small businesses through to multi-national Corporations.
In addition, our North American technical team can develop enhanced reporting and automation that works behind the scenes, using such tools as Analytics, APIs and Deluge.