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Zoho Books

Customized configuration in less than 2 months

Perform a comprehensive financial and accounting control in the cloud is within everyone’s reach thanks to Zoho Books. You will be able to carry out the comprehensive management and monitoring of your expenses, income, collections and payments. In addition, you will automate a multitude of tasks such as monitoring bank transactions or the claim of collections from customers.

From Agencia Reinicia, as official Zoho partners, we configure and implement Zoho Books and offer you a consultancy so that, thanks to our experience, you can get the maximum benefit from the tool. If you want to know more, contact us!

What we have done

Main benefits of financial control with Zoho Books

Simplicity

Simple and clear user interface. Bookkeeping and/or invoicing is very easy with Zoho Books.

Scalable

Able to manage thousands of transactions without problems. Accompanies you in your growth process.

Collaborative

Ability to work collectively across departments thanks to its constant availability in the cloud.

App and cloud solution

It can be accessed via mobile and tablet apps (iOs and Android), but also via web browser through the cloud.

Multiple additional integrations

Zoho Books is fully scalable. It is very easy to integrate with Zoho CRM, but also with other applications and external systems.

Automatic bank synchronization

Real-time cash flow updates and the ability to monitor and order transactions.

Customizable reports

Visualize the status of the company, accounts receivable and payable, cash flow and income and expenses in the simplest and most intuitive way.

Bank reconciliation

Synchronization of bank accounts and credit cards.

Security

Financial data protection with 256-bit SSL encryption.

Modular

Choose which Zoho Books features you want to start with and grow at your own pace.

Automates processes

Forget about those actions that you always have to be aware of. Automate different processes to save time and costs.

Multi-currency

Ability to invoice in multiple 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 in an easy and intuitive way.
  • Create and send invoices to customers.
  • Create the catalog of items and services and keep an exhaustive control of the inventory or which services are more profitable.
  • It records expenses and payments, both regular vendor invoices and one-time expenses.
  • Synchronizes bank transactions and reconciles them.
  • Enables multiple options to receive online payments.
  • Generate easy-to-understand financial reports customized to your needs.
  • Automates workflows such as payment reminder collection.
  • Organizes and manages the hours dedicated to each project.
  • Customize each user’s access to different projects.
  1. Initial analysis: inventory
    Inventory of documents: invoices issued and received, collections and payments, sales and purchase orders, reports, etc.
  2. Initial analysis: flows
    Work flows both within the financial department and with other departments of the company: orders, invoices received and issued, payments received and issued, time tracking, etc.
  3. Process optimization
    We propose the best flow to manage your financial and administrative processes.
  4. License selection
    Based on your needs and the defined flows, we will select a Zoho Books license with the necessary modules for you.
  5. Configuration of the platform
    We leave it ready for you to start using it and cover all your needs.
  6. Team training
    We teach your team how to use the tool and prepare user manuals.
  7. Start-up and follow-up
    We accompany you during the time you need to help you and verify that everything is working properly.
  8. Continuous improvement
    We implement new processes, applications and uses as your company grows.

Why trust Reinicia?

We are Zoho Authorized Partners. We have more than 6 years of experience implementing Zoho apps.

Experienced multidisciplinary team able to make a complete proposal with different tools of the marketing and commercial mix to suit the needs and capabilities of each client.

We have a well-structured work methodology with total transparency towards our clients.

Which Team profiles will accompany you?

Néstor Tejero Bermejo

Director General

Dirige la agencia con la ilusión del primer día.

Álvaro O’Donnell

Estrategia Digital & Growth

Habilidad de transformar ideas abstractas y complejas en conceptos sencillos.

Raúl Ledo

Full Stack Developer

Solucionador nato en Reinicia_

Te enseñamos el camino inteligente_ para alcanzar tu meta
¡Dinos cómo quieres que nos conozcamos!