ZOHO BOOKS

Shanco specializes in implementing and consulting on Zoho Books to streamline customers' accounting processes.

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Overview

Shanco specializes in consulting and implementing on Zoho Books to streamline customers' accounting processes. By leveraging Shanco's expertise, businesses can achieve a more efficient, accurate, and insightful approach to managing their finances.  Partnering with Shanco for Zoho Books consulting and implementation means you'll have a trusted ally in modernizing your accounting operations, leading to greater efficiency, accuracy, and strategic insights.


Features


Core Accounting

  • Invoicing: Create, customize, and send professional invoices. Automate recurring invoices and set up payment reminders.
  • Expense Tracking: Record and categorize expenses. Attach receipts to expense entries and monitor your spending. 
  • Bank Reconciliation: Connect your bank account to Zoho Books and automatically fetch bank statements for reconciliation.
  • Chart of Accounts: Manage your chart of accounts to classify all your financial transactions.

  Sales and Purchase Management

  • Estimates: Create and send estimates to clients, and convert them to invoices upon approval.
  • Purchase Orders: Generate and send purchase orders to your vendors. Convert purchase orders to bills easily.
  • Sales Orders: Manage sales orders and keep track of order status from creation to fulfillment.
  • Client and Vendor Management: Maintain detailed records of clients and vendors, including contact information and transaction history.

 Financial Reporting

  • Financial Statements: Generate essential financial statements, including balance sheet, profit and loss statement, and cash flow statement.
  • Custom Reports: Create custom reports tailored to your business needs for deeper insights.
  • Tax Compliance: Automate tax calculations, generate tax reports, and stay compliant with tax regulations.

 Automation and Customization

  • Workflow Automation: Automate repetitive tasks using customizable workflows and triggers.
  • Custom Fields and Templates: Add custom fields to capture additional information and customize templates for invoices, estimates, and other documents.

    Mobile Accessibility 

  • Mobile Apps: Access Zoho Books on the go with mobile apps available for iOS and Android devices.

Integration

  • Third-Party Integrations: Integrate with various Zoho apps (like Zoho CRM, Zoho Inventory) and third-party applications to streamline your business processes. 

Inventory

 

Management

  • Inventory Tracking: Track inventory levels, manage stock, and set reorder points to ensure you never run out of stock.
  • Multi-Warehouse Management: Manage inventory across multiple warehouses and transfer stock between locations.

Billing and Payments

  • Online Payments: Integrate with payment gateways like PayPal, Stripe, and more to accept online payments.
  • Recurring Billing: Set up and automate recurring billing for subscription-based services.
  • Multi-Currency Handling: Manage transactions in multiple currencies with automatic exchange rate updates.

Project Management  

  • Time Tracking: Track time spent on projects and bill clients accordingly.
  • Expense Allocation: Allocate expenses to specific projects for accurate project costing.

Multi-Branch  Management

  • Branch Accounting: Manages accounts of multiple branches independently and consolidates branch data.
  • Inter-Branch Transactions: Facilitates inter-branch transactions and reconciliations.

Collaboration and Communication

  • Client Portal: Provide clients with access to a portal where they can view invoices, make payments, and collaborate on estimates and projects.
  • Vendor Portal: Allow vendors to view and manage purchase orders, bills, and payments.

Security and Compliance

  • Data Security: Ensure data security with SSL encryption, two-factor authentication, and regular data backups.
  • User Roles and Permissions: Control access to your financial data by assigning specific roles and permissions to team members.


By leveraging these features, businesses can efficiently manage their accounting and financial operations, reduce manual work, and gain valuable insights into their financial health.

Features Comparison

Subscription

 Free

Best for: Freelancers and very small businesses.
  • Upto 1,000 invoices per year
  • Expense Tracking
  • Bank Reconciliation
  • Client Portal
  • Invoice Customization
  • Basic Reporting

Subscription

Standard

Best for: Small businesses needing more comprehensive accounting features.
  • All Free Plan Features
  • Unlimited Invoices
  • Bills and Vendor Credits
  • Reporting Tags
  • Multi-currency handling
  • Recurring Transactions
  • Project Accounting (Basic)

Subscription

Professional

Best for: Growing businesses with more complex accounting needs.
  • All Standard Plan Features
  • Purchase Orders and Sales Orders
  • Inventory Management
  • Vendor Portal
  • Timesheet and Project Management
  • Custom Roles and Permissions
  • Advanced Reporting

Subscription

Premium

Best for: Established businesses requiring advanced automation and integrations.

  • All Professional Plan Features
  • Workflow Automation
  • Budgeting
  • Multi-branch Accounting
  • Custom Domain for Client Portal
  • Advanced User Roles
  • Zoho Sign Integration for e-signatures
  • Advanced inventory Controls

Subscription

Elite

Best for: Larger businesses with extensive accounting and inventory needs.
  • All Premium Plan Features
  • Advanced Inventory Controls including serial numbers and batch tracking
  • Vendor Credits and Vendor Payments
  • Multiple warehouses
  • Price Lists
  • Advanced Analytics

Subscription

Ultimate

Best for: Enterprises requiring the highest level of customization and analytics.

  • All Elite Plan Features
  • Zoho Analytics integration for Advanced BI and Reporting
  • Custom Modules and Fields

Implementation Packages

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Why Shanco

Expertise and Experience

Shanco has extensive experience in financial solutions and a deep understanding of Zoho Books, enabling them to provide expert guidance and effective implementation strategies.

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Customized Solutions

Zoho Books to fit the specific needs of different businesses, ensuring that the software aligns with unique operational requirements.

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Efficient Implementation

Shanco’s proven implementation methodologies can help businesses get Zoho Books up and running quickly and smoothly, minimizing downtime and disruptions.  

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Training & Support

Shanco offer comprehensive training and ongoing support to ensure that clients can effectively use Zoho Books and maximize its benefits.

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Integrating Services

Shanco can integrate Zoho Books with other software systems used by the business, creating a seamless workflow and enhancing overall efficiency.

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Best Practices

Shanco bring industry best practices to the table, ensuring that the setup and use of Zoho Books adhere to the highest standards.

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Problem Solving

Shanco is equipped to troubleshoot and resolve any issues that may arise during the implementation process, ensuring a smooth transition.

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Digital Transformation

By choosing Shanco, you are partnering with a company that is focused on digital transformation. They can guide you through modernizing your accounting processes, making your business more efficient and competitive.

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Cost-Effective Solutions

Shanco can help businesses avoid common pitfalls and reduce the time and resources needed for a successful implementation.

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Data Security

Shanco places a high priority on data security. They ensure that your financial data is protected, which is crucial in today's digital age. 

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Scalability

As your business grows, Shanco can help scale the Zoho Books to meet your expanding needs. This ensures that the software remains a valuable tool as your business evolves.  

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Free Consultation