Zoho Books
Custom configuration in less than 2 months
Perform total financial and accounting control in the cloud, which is within everyone’s reach, thanks to Zoho Books. You will be able to carry out the whole management and tracking of your expenses, income and payments. In addition, you will be able to automate a multitude of tasks, such as the monitoring of bank transactions or the claiming of payments to customers.
At Reinicia, as official Zoho partners, we set up and implement Zoho Books, and we provide a consultancy service; so that, with our experience, you can get the maximum benefits from the tool. So if you want to know more, contact us!
What we’ve done so far
Key benefits of financial control with Zoho Books
Simple and clear user interface. Bookkeeping and invoicing are effortless with Zoho Books.
You can manage thousands of transactions without a problem. It accompanies you in your growth process.
Thanks to its constant availability in the cloud, it allows you to work collectively between departments.
Access via mobile and tablet apps (iOs and Android) or a web browser through the cloud.
Zoho Books is fully extensible. It’s very easy to integrate with Zoho CRM or other apps and external systems.
Real-time update of cash flow and ability to monitor and sort transactions.
View company status, income and outcome, cash flow and expenses simply and intuitively.
Synchronization of bank accounts and credit cards.
Protection of financial data with 256-bit SSL encryption.
Choose which Zoho Books’ features you want to start with and grow at your own pace.
Forget about actions that you always have to be aware of. Instead, automate different processes to save time and costs.
Possibility of invoicing in several currencies to make your business global.
Want to book a demo or sign up for Zoho Books for free?
What are the main features of Zoho Books?
- Organize Customers and Suppliers easily and intuitively.
- Create and send invoices to customers.
- Create a catalogue of items and services and keep complete inventory control, deciding which services are more profitable.
- Record expenses and payments, both regular supplier invoices and one-off expenses.
- Synchronize and automate bank transactions.
- Enables multiple options for receiving payments online.
- Generate easy-to-understand financial reports customized to your needs.
- Automate workflows such as payment reminders.
- Organize and manage the hours spent on each project.
- Personalize the access of each user to the different projects.
- Initial analysis: inventory
Inventory of documents: invoices issued and received; receipts and payments; sales and purchase orders; reports, etc. - Initial analysis: flows
Workflows within the financial department and with other departments: orders, invoices received and issued, payments received and issued, time tracking, etc. - Process optimization
We propose the best flow to manage your financial and administrative processes. - License selection
We will select a Zoho Books license with the necessary modules based on your needs and the defined flows. - Platform configuration
We leave it ready for you to use and cover all your needs. - Team training
We teach your team how to use the tool and prepare user manuals. - Start-up and follow-up
We accompany you for as long as you need to help you and verify that everything is working correctly. - Continuous improvement
We implement new processes and apps for you to use as your company grows.
Why trust Reinicia?
We are Zoho Authorized Partners. We have more than 6 years of experience implementing Zoho apps.
An experienced multidisciplinary team capable of making a complete proposal with different marketing and commercial tools that adapt to each Client’s needs and capabilities.
We have a well-structured work methodology with total transparency towards our Clients.
Who are the people in our team that will work with you?
Néstor Tejero Bermejo
Managing Director
Néstor manages Reinicia_ and advises both big and small clients within various industries.
Álvaro O’Donnell
Digital Strategy, CRO and CRM_
His capacity for conceptualization will surprise you
Paolo Bergamelli
Full Stack Developer and Zoho Consultant
In the agency, Tallegio is never missing. Always replies on time
