Zoho RPA

Zoho RPA

Zoho
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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 Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0
100% free. Forever.
Free Version Supported
Free Trial Not Supported

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 Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

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

Categories

GST Supported
Payment Gateways Supported
Time and Expense Supported
Time Tracking Supported

Categories

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Not Supported

Payment Gateways Features

ACH / eCheck support Not Supported
Buyer Authentication Not Supported
Credit / Debit Support Supported
Customer Information Storage Supported
Fraud Prevention Not Supported
Invoicing Supported
Multi-Currency Supported
PCI Compliance Supported
Point-of-Sale (POS) Not Supported
Recurring Billing / Subscriptions Supported
Reporting / Analytics Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Not Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Time and Expense Features

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

Robotic Process Automation (RPA) Features

Analytics Supported
Attended Automation Not Supported
Code-free Development Not Supported
Image Recognition Not Supported
Optical Character Recognition Not Supported
Process Builder Supported
Third Party Application Integration Supported
Unattended Automation Not Supported

Integrations

Google Drive Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Stripe Supported
Zendesk Supported
Zoho Analytics Supported
Zoho Books Supported
Zoho CRM Supported
Zoho Campaigns Supported
Zoho Desk Supported
Zoho Expense Supported
Zoho Projects Supported
AppointmentCore Not Supported
Calendly Not Supported
MindCloud Supported
PagerDuty Not Supported
Pipefy Supported
Supaboard Supported
Trello Not Supported
Zoho Connect Not Supported

Integrations

Google Drive Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Stripe Supported
Zendesk Supported
Zoho Analytics Supported
Zoho Books Supported
Zoho CRM Supported
Zoho Campaigns Supported
Zoho Desk Supported
Zoho Expense Supported
Zoho Projects Supported
AppointmentCore Supported
Calendly Supported
MindCloud Not Supported
PagerDuty Supported
Pipefy Not Supported
Supaboard Not Supported
Trello Supported
Zoho Connect Supported
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