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Description

Experience a comprehensive platform designed to address all your back office requirements. Zoho Finance Plus encompasses a wide range of tools, from invoicing and order management to accounting, enabling you to enhance the efficiency of your back office tasks. You can generate professional invoices, automatically send payment reminders, and process online payments effortlessly with Zoho Invoice. Each application within the Zoho Finance ecosystem is meticulously crafted to work in tandem, ensuring that any information inputted in one app is instantly updated across all others, keeping your data consistently accurate. When sales representatives create quotes and orders in one module, these details are immediately accessible to other teams, facilitating prompt order fulfillment, customer invoicing, and payment collection. As businesses increasingly adopt subscription models, the Zoho Finance Suite provides a robust recurring billing solution, effectively merging it with conventional accounting practices. Additionally, Zoho Expense streamlines your reimbursement approval process, making it easier for teams to manage expenses efficiently. Overall, Zoho Finance Plus offers an integrated approach to managing your financial operations seamlessly.

Description

Project management is as efficient as it gets. Zoho Projects, a cloud-based project management software, helps you plan and track your work efficiently. It also allows you to collaborate with your team from anywhere. To get things done on schedule, plan your project activities, assign work, manage your resources, and collaborate better with your team. Gantt charts can be used to create your project plan and track your tasks. Zoho Projects helps you keep track of your key tasks and their dependencies and shows you any deviations from your planned progress. Reduce time spent on repetitive tasks. Our project management software is easy to use, no matter how complex your process is. It has a drag-and drop interface that makes it easier to create and deploy new automations. The Projects timesheet module allows you to log both billable and unbilled hours. You can record every minute of your hardwork, manually or with timers. Our built-in integration with Zoho Invoice generates invoices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zoho Books Yes 
Zoho Invoice Yes 
Bugasura No 
ClockAssist No 
GitHub No 
ISO2HANDLE No 
Intermedia Unite No 
ManageEngine AlarmsOne No 
Microsoft OneDrive No 
Monitask No 
Peaka No 
StarfishETL No 
Workers by Delos No 
Zoho Apptics No 
Zoho Connect No 
Zoho Desk No 
Zoho Inventory Yes 
Zoho Mail No 
Zoho People No 
viaSocket No 

Integrations

Zoho Books Yes 
Zoho Invoice Yes 
Bugasura Yes 
ClockAssist Yes 
GitHub Yes 
ISO2HANDLE Yes 
Intermedia Unite Yes 
ManageEngine AlarmsOne Yes 
Microsoft OneDrive Yes 
Monitask Yes 
Peaka Yes 
StarfishETL Yes 
Workers by Delos Yes 
Zoho Apptics Yes 
Zoho Connect Yes 
Zoho Desk Yes 
Zoho Inventory No 
Zoho Mail Yes 
Zoho People Yes 
viaSocket Yes 

Pricing Details

$149 per month
Free Trial Yes 
Free Version No 

Pricing Details

$4/user/month
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
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

Zoho

Founded

1996

Country

India

Website

www.zoho.com/us/financeplus/

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/projects/

Product Features

Accounting

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

Billing and Invoicing

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

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Expense Report

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

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Shopping Cart

Abandoned Cart Saver No 
Catalog Management No 
Credit Card Processing No 
Discount / Coupon Management No 
Inventory Control No 
Product Configurator No 
Product Ratings / Reviews No 
Refund Management No 
Returns Management No 
Shipping Management No 
Tax Management No 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

Product Features

Agile Project Management Tools

Backlog Management No 
Feedback Management No 
Gantt/Timeline View No 
Kanban Board No 
Prioritization No 
Request Management No 
Resource Management No 
Retrospectives Management No 
Status Tracking No 
Supports Scrum No 
Team Management No 
Template Management No 
Workflow Management No 

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Gantt Chart

Alerts/Notifications Yes 
Capacity Monitoring No 
Color Coding Yes 
Dependency Tracking Yes 
Drag & Drop Yes 
Milestone Tracking Yes 
Progress Tracking Yes 
Task Management Yes 
Templates Yes 

Issue Tracking

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing No 
Issue Scheduling Yes 
Knowledge Base No 
Project Management Yes 
Recurring Issues No 
Scheduling Yes 
Task Management Yes 

Productivity

Collaboration Yes 
Database Creation No 
Document Creation Yes 
File Sharing Yes 
Notes Management Yes 
Office Suite No 
Presentation Tools No 
Project Management Yes 
Task Management Yes 
Team Chat Yes 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Planning

Agile Methodologies No 
Budget Management No 
Collaboration Tools Yes 
Due Date Tracking No 
Gantt Charts Yes 
Kanban Board No 
Prioritization No 
Progress Tracking No 
Resource Management No 
Task Management Yes 
Template Management Yes 
Traditional Methodologies No 

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Gantt Charts Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Task Management

Collaboration No 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts Yes 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking No 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View No 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking No 

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