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Description

A comprehensive and powerful technology framework is essential for effectively managing financial data and facilitating workflows such as reconciliation, commission calculations, payment creation, and reporting, allowing businesses to oversee their financial operations from start to finish. By adopting modern solutions, organizations can introduce heightened levels of accuracy, efficiency, and speed into their financial processes. Fully automate your fee calculation procedures while keeping an eye on payment service level agreements (SLAs) with external entities. Ensure a smooth integration with payment partners to efficiently transfer funds to suppliers and vendors. Accelerate your launch with a proven financial operations technology stack that supports your objectives. Avoid the pitfalls of creating technology stacks that stray from your primary business focus. Instead of reinventing existing solutions, enhance your financial operations technology stack with flexibility and responsiveness. Effortlessly broaden your product offerings into new business sectors, markets, and initiatives you are set to introduce. Your technology must meet rigorous standards, being PCI DSS v3.2.1 compliant and ISO/IEC 27001:2013 certified, while also undergoing regular vulnerability assessments and penetration testing to eliminate any potential risks. This comprehensive approach ensures that your financial operations are not only secure but also primed for future growth and innovation.

Description

Zumzum Financials is an accounting application that's fully integrated and designed for small and medium-sized businesses. It offers all the functionality you need in one package for one price. It also has a fast and efficient implementation. Zumzum Financials is built entirely on Salesforce. It allows you to unify front and back offices, and improve customer service. All this without manual rekeying. All information is visible on the Account to all those who need it across all departments. This allows customers to quickly and efficiently answer any question. Foster collaboration, gain 360-degree views of your customer, and simplify finance processes. Install Zumzum Financials from Salesforce AppExchange to start your journey to a unified CRM/Finance system.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) Yes 
Checkout.com Yes 
Delhivery Yes 
Gmail Yes 
Metabase Yes 
Microsoft Excel Yes 
Oracle Cloud Infrastructure Yes 
QuickBooks Online Yes 
Shopify Yes 
Stripe Yes 
Tableau Yes 

Integrations

Amazon Web Services (AWS) No 
Checkout.com No 
Delhivery No 
Gmail No 
Metabase No 
Microsoft Excel No 
Oracle Cloud Infrastructure No 
QuickBooks Online No 
Shopify No 
Stripe No 
Tableau No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$45.00/month/user
Price is per user per month based on an annual pre pay subscription.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Recko

Founded

2021

Country

United States

Website

www.recko.io

Vendor Details

Company Name

Zumzum

Founded

2007

Country

United Kingdom

Website

www.zumzum.co.uk

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing Yes 
Check Processing No 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
Cash Management Yes 
Collections Yes 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition Yes 
Spend Management Yes 
Tax Management Yes 

Expense Report

Approval Process Control Yes 
Invoice Management Yes 
Multi-Currency Yes 
Receipt Management Yes 
Reimbursement Management No 
Spend Control Yes 
Time Tracking Yes 
Workflow Management Yes 

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Procure to Pay

Billing & Invoicing No 
Budgeting / Forecasting No 
Compliance Management No 
Contract Lifecycle Management No 
Financial Reporting No 
Integration Management No 
Inventory Management No 
Order Management No 
Vendor Management No 

Purchasing

Catalog Management Yes 
Compliance Management No 
Contract Management No 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management No 
Spend Management No 
Supplier Management Yes 

Recurring Billing

Customer Portal Yes 
Deferred Billing No 
Discount Management No 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing Yes 

Sales Tax

Address Validation No 
Audit Trail Yes 
Consumer Use Tax No 
Exemption Management No 
Tax Calculator Yes 
Tax Filing No 
Taxability Verification No 
Transaction Tracking Yes 
Value Added Tax (VAT) Yes 

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