Zoho RPA

Zoho RPA

Zoho
+
+

Related Products

  • Zoho Projects
    1,889 Ratings
    Visit Website
  • Hubstaff
    3,995 Ratings
    Visit Website
  • EBizCharge
    207 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website
  • TimeControl
    1 Rating
    Visit Website
  • Invoice Home
    5,709 Ratings
    Visit Website
  • Project Insight
    122 Ratings
    Visit Website
  • Kantata
    2,277 Ratings
    Visit Website
  • DATABASICS Time & Expense
    85 Ratings
    Visit Website
  • KonstructIQ
    7 Ratings
    Visit Website

About

Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history.

About

Zoho RPA enables businesses to automate repetitive tasks by capturing and recording user interface (UI) actions, such as mouse clicks, keyboard inputs, and navigation steps. By simply interacting with applications, Zoho RPA records these actions and automatically generates workflows that can be replayed to replicate tasks efficiently. The tool integrates seamlessly with over 900 apps, ensuring smooth, end-to-end automation across various systems, whether cloud-based or legacy. This approach not only streamlines workflows but also reduces errors, saves time, and enhances productivity. Zoho RPA is designed to scale with your business, adapting to industry specific needs while maintaining robust security and providing expert support, enabling businesses to automate processes and focus on more strategic initiatives.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

100% free, online invoicing software for freelancers and small to medium enterprises (SMEs).

Audience

Any businesses, from SMBs to large enterprises, seeking to automate tasks, improve efficiency, and streamline workflows using legacy or cloud systems.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0
100% free. Forever.
Free Version
Free Trial

Pricing

$44/month
Zoho RPA offers two plans to suit your needs:

Free Plan: Includes up to three RPA flow executions, with history retained for 30 days.

Standard Plan: Billed at $49 per month or $44 per month when billed annually. This plan includes 500 RPA flow executions per month, unlimited active RPA flows, and 90-day history retention.
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.8 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Linking CRM and Zoho Invoice have been really nice. I am able to invoice from anywhere, pull reports from anywhere, etc. I can search across clients, customers, employees.
  • Zoho Invoice offers the best and easiest way to generate invoices right from your mobile. An email invoice is also possible to send directly to the client. Local download can also be done in PDF file.
  • I really like Zoho invoice. I've tried a half dozen solutions before starting with Zoho for one key feature: Zoho invoice is one of the only invoicing option (that I've found) that allows you to import a list of invoices as a CSV file. This means that I can export my invoice data from my spread sheet, upload and send invoices in one process. The current version integrates with their Zoho's CRM for your customers and there are some other CRM integrations available. You can create custom sort lists for invoices and they have a wide arrange of reports you can create for set periods. The integration of Square (which we actively use) and Stripe is helpful. There are other integrations like Forte for ACH payments (which we've used). Customer service has been very good. When we've had an issue we've been able to reach someone right away for assistance. The monthly cost is very affordable (around $9 + tax /month currently).
  • Is a great option for invoicing for a business. It's very cost effective and isn't hard to set up and use.

Cons

  • Currently, everything is working very well and I have no complaints about Zoho Invoice.
  • It offers a great platform to generate and send invoices.
  • The import invoices function requires fields to be in the correct format (Text for text, number for number and currency for currency) or the item is rejected. This can take a little trouble shooting initially. The HTML templates for emails are not appealing to me and they are difficult to change/customize. While you can edit the templates, you cannot create new templates. The settings/preferences are not intuitive (for me) They are in a whole different section/area which requires a bit of navigation and when you are done with the settings you are have to navigate back to where you were.
  • For me I prefer to have my brand more prominent on our software which this wasn't very doable.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Zoho
Founded: 1996
United States
www.zoho.com/us/invoice

Company Information

Zoho
Founded: 1996
India
www.zoho.com/rpa/

Alternatives

Alternatives

Zoho FSM

Zoho FSM

Zoho
Pega RPA

Pega RPA

Pegasystems

Categories

Categories

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Payment Gateways Features

ACH / eCheck support
Buyer Authentication
Credit / Debit Support
Customer Information Storage
Fraud Prevention
Invoicing
Multi-Currency
PCI Compliance
Point-of-Sale (POS)
Recurring Billing / Subscriptions
Reporting / Analytics

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Time and Expense Features

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

Robotic Process Automation (RPA) Features

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Integrations

Google Drive
HubSpot CRM
HubSpot Customer Platform
Stripe
Zendesk
Zoho Analytics
Zoho Books
Zoho CRM
Zoho Campaigns
Zoho Desk
Zoho Expense
Zoho Projects
Google Workspace
Itelgie
Leo
Medium
Motileo
SendGrid
Webflow
Zendesk Sell

Integrations

Google Drive
HubSpot CRM
HubSpot Customer Platform
Stripe
Zendesk
Zoho Analytics
Zoho Books
Zoho CRM
Zoho Campaigns
Zoho Desk
Zoho Expense
Zoho Projects
Google Workspace
Itelgie
Leo
Medium
Motileo
SendGrid
Webflow
Zendesk Sell
Claim Zoho Invoice and update features and information
Claim Zoho Invoice and update features and information
Claim Zoho RPA and update features and information
Claim Zoho RPA and update features and information