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Average Ratings 16 Ratings

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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

Revolutionize your team's collaborative efforts by providing them with a secure and shared workspace, ensuring their ideas are nurtured from initial concept through to completion. Foster an environment where creativity flourishes through effective collaboration and teamwork. Equip your team with a centralized platform for storing, organizing, and managing files, which facilitates effortless cooperation among members. Gain deeper insights into your team's interactions with customizable reports that include data on file access, audit trails, and more. Zoho WorkDrive adheres to stringent industry compliance standards like SOC 2 Type II and ISO 27001, guaranteeing the safety of your data at all times. Collaborate and shape ideas collectively, brainstorming in real-time with the tools offered by Zoho Office Suite. This versatile file management and collaboration solution is designed to accommodate any team, regardless of industry or size. Ensure your team’s files are securely backed up offline, remaining continuously synced and accessible. Our clients are achieving remarkable results with Zoho WorkDrive, transforming their workflows and enhancing productivity. Join them in experiencing the powerful capabilities of a well-organized and collaborative workspace.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ALIX by Agilean No 
AeroFTP No 
Axis LMS No 
DoorLoop No 
RcloneView No 
Truto No 
Zoho Billing Yes 
Zoho Books Yes 
Zoho Checkout Yes 
Zoho Directory No 
Zoho Doc Scanner No 
Zoho Expense Yes 
Zoho Inventory Yes 
Zoho Invoice Yes 
Zoho Marketing Automation No 

Integrations

ALIX by Agilean Yes 
AeroFTP Yes 
Axis LMS Yes 
DoorLoop Yes 
RcloneView Yes 
Truto Yes 
Zoho Billing No 
Zoho Books No 
Zoho Checkout No 
Zoho Directory Yes 
Zoho Doc Scanner Yes 
Zoho Expense No 
Zoho Inventory No 
Zoho Invoice No 
Zoho Marketing Automation Yes 

Pricing Details

$149 per month
Free Trial Yes 
Free Version No 

Pricing Details

$2.50 per 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) 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) No 
In Person No 

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/workdrive/

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

Cloud Storage

Access Control No 
Archiving & Retention No 
Backup Yes 
Data Migration No 
Data Synchronization Yes 
Encryption No 
File Sharing Yes 
Version Control Yes 

Collaboration

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

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Document Collaboration

Access Control / Permissions No 
Autosave No 
Chat / Messaging No 
Cloud Storage No 
Comments / Annotations No 
Edit / Change Tracking No 
Electronic Signature No 
Multiple File Formats No 
Pre-made Templates No 
Search No 
User Tagging No 
Version Control No 
Workflow / Approval Process No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature Yes 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging No 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature Yes 
Encryption Yes 
File Synchronization Yes 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management No 

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