Zumzum FinancialsZumzum
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myBooksAIZetran
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Related Products
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About
Zumzum Financials is a fully comprehensive Accounting application, designed specifically for small and medium businesses. It provides all the functionality you need in one package,for one price,with no hidden extras and a fast and efficient implementation
Built entirely on the Salesforce platform, Zumzum Financials allows you to unify your front and back office and improve the way you serve your customers.Salesforce CRM and Zumzum Financials combine seamlessly from closing new business, to creating invoices, posting transactions and collecting cash. All without any manual rekeying, with all the information visible on the Account to those who need to see it across all departments, enabling any customer query to be answered quickly and efficiently.
Foster collaboration, gain a 360 degree view of your customer and Simplify finance processes.
Begin your journey of a unified CRM and Finance system by installing Zumzum Financials from the Salesforce AppExchange.
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About
myBooksAI is an AI-powered cloud accounting platform developed by Zetran to help small businesses and accounting firms manage financial operations. The software combines invoicing, expense tracking, inventory management, banking, and financial reporting within a centralized dashboard. Its AI capabilities assist with transaction categorization, financial analysis, and identifying business activities that require attention. Users can create invoices, quotations, purchase records, and recurring transactions while tracking customer payments and outstanding balances. myBooksAI also supports bank reconciliation, inventory alerts, GST compliance reporting, and financial statements such as profit and loss reports and balance sheets. The platform is accessible through web browsers and mobile applications, with additional tools for multi-client accounting practice management.
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Platforms Supported
Windows
Not 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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Small and medium sized businesses that require a complete business system built 100% native on the Salesforce Lightning Platform. Automate and accelerate your Procure-2-Pay and Lead-2-Cash processes in one system for a complete 360 degree view of your business, in real time.
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Audience
Small business owners, entrepreneurs, freelancers, bookkeepers, accountants, chartered accountants, accounting firms, finance managers, retailers, service providers, and growing businesses seeking AI-assisted bookkeeping, invoicing, expense management, inventory tracking, bank reconciliation, and tax reporting
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$45.00/month/user
Price is per user per month based on an annual pre pay subscription.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$5.00 per month
Free - No cost Standard - $ 5 Premium - $10
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationZumzum
Founded: 2007
United Kingdom
www.zumzum.co.uk
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Company InformationZetran
Founded: 2017
United States
mybooksai.app/
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Categories |
Categories |
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Accounting Features
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Cash Management
Supported
CPA Firms
Not Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Supported
Fixed Asset Management
Not Supported
Fund Accounting
Not Supported
General Ledger
Supported
Government
Not Supported
Multi-Currency
Supported
Nonprofits
Supported
Payroll Management
Not Supported
Project Accounting
Not Supported
Purchase Orders
Supported
Tax Management
Supported
Accounts Payable Features
Approval Process Control
Supported
Bank Reconciliation
Supported
Cash Management
Supported
Check Writing
Not Supported
Duplicate Payment Alert
Not Supported
Fraud Detection
Not Supported
General Ledger Entry
Supported
Vendor Management
Supported
Accounts Receivable Features
ACH Payment Processing
Not Supported
Billing & Invoicing
Supported
Check Processing
Not Supported
Collections Management
Supported
Online Payment Processing
Supported
Overpayment Processing
Supported
Partial Payments
Supported
Receivables Ledger
Supported
Recurring Billing
Supported
Billing and Invoicing Features
Billing Portal
Supported
Contact Database
Supported
Contingency Billing
Not Supported
Customer Portal
Supported
Customizable Invoices
Supported
Dunning Management
Supported
Hourly Billing
Not Supported
Invoice History
Supported
Mobile Payments
Not Supported
Multi-Currency
Supported
Online Invoicing
Supported
Online Payments
Supported
Payment Processing
Supported
Project Billing
Not Supported
Recurring/Subscription Billing
Supported
Service Ticket Billing
Supported
Tax Calculator
Supported
Bookkeeping Features
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Cash Management
Supported
Collections
Supported
Expense Tracking
Supported
Fixed Asset Management
Not Supported
General Ledger
Supported
Payroll
Not Supported
Revenue Recognition
Supported
Spend Management
Supported
Tax Management
Supported
Expense Report Features
Approval Process Control
Supported
Invoice Management
Supported
Multi-Currency
Supported
Receipt Management
Supported
Reimbursement Management
Not Supported
Spend Control
Supported
Time Tracking
Supported
Workflow Management
Supported
Financial Reporting Features
"What If" Scenarios
Not Supported
Audit Trail
Supported
Balance Sheet
Supported
Cash Management
Supported
Consolidation / Roll-Up
Not Supported
Forecasting
Supported
General Ledger
Supported
Income Statements
Supported
Multi-Company
Supported
Multi-Department / Project
Supported
Profit / Loss Statement
Supported
Purchasing Features
Catalog Management
Supported
Compliance Management
Not Supported
Contract Management
Not Supported
Inventory Management
Supported
Invoice Processing
Supported
PunchOut
Not Supported
Purchase Order Management
Supported
Requisitions & Approvals
Supported
Sourcing Management
Not Supported
Spend Management
Not Supported
Supplier Management
Supported
Recurring Billing Features
Customer Portal
Supported
Deferred Billing
Not Supported
Discount Management
Not Supported
Dunning Management
Supported
Invoice History
Supported
Multi-Currency
Supported
Multi-Period Recurring Billing
Supported
Payment Processing
Supported
Recurring Donations
Not Supported
Subscription Billing
Supported
Sales Tax Features
Address Validation
Not Supported
Audit Trail
Supported
Consumer Use Tax
Not Supported
Exemption Management
Not Supported
Tax Calculator
Supported
Tax Filing
Not Supported
Taxability Verification
Not Supported
Transaction Tracking
Supported
Value Added Tax (VAT)
Supported
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Accounting Features
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Cash Management
Not Supported
CPA Firms
Not Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Not Supported
Fixed Asset Management
Not Supported
Fund Accounting
Not Supported
General Ledger
Not Supported
Government
Not Supported
Multi-Currency
Not Supported
Nonprofits
Not Supported
Payroll Management
Not Supported
Project Accounting
Not Supported
Purchase Orders
Supported
Tax Management
Supported
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Integrations
No info available.
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Integrations
No info available.
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