Name: Zefyr
Author: Zefyr

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Text Editors

Development

Business Intelligence (BI)

Collaboration

Desktop Publishing

Diagramming

Interactive Voice Response (IVR)

Meeting Management

Operational Analytics

Project Portfolio Management

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Archiving

Cloud Storage

Continuous Delivery

Data Fabric

Endpoint Encryption

Enterprise Backup

File Sync and Share

Firewall

Fraud Detection

IT Service Management (ITSM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Network Traffic Analysis (NTA)

Network Virtualization

Phishing Detection and Response

Virtual Desktop Infrastructure (VDI)

Voice Recognition

Web Application Firewalls

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Business Card Scanning

Content Management

Digital Experience Platforms (DXP)

Email Marketing

Graphics

Location Intelligence

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Operational Technology (OT) Security

Security

Auto Repair

Camp Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Legal Research

Municipal

Trucking Software

Vertical-Specific

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Zefyr is an online accounting and business management software designed to simplify accounting processes and automate tax declarations. According to the vendor, Zefyr caters to a wide range of company sizes, from small businesses and startups to larger enterprises. It is used by professionals and industries such as small businesses, startups, freelancers, self-employed professionals, accounting firms, and various sectors including retail, services, manufacturing, and consulting.

## Key Features

**Comptabilité**: Zefyr offers online accounting software developed in France. According to the vendor, it automates tax declarations and supports fiscal compliance, providing built-in coherence checks for error-free accounting. The vendor also highlights the availability of real-time support from their team based in France.

**Facturation**: Zefyr provides invoicing software with one-click invoice creation and accounting integration, according to the vendor. They claim that the software offers an intuitive and fast invoicing process, along with automated invoice reminders for unpaid invoices. The vendor also mentions the seamless transformation of quotes into invoices.

**Payroll**: According to the vendor, Zefyr simplifies payroll management with quick and guided payslip creation. They state that the software comes with pre-filled contribution rates based on employee type, reducing manual data entry. Users can generate monthly DSN (Déclaration Sociale Nominative) with one click and easily integrate payroll data with accounting for streamlined payroll accounting.

**Note de Frais**: The vendor states that Zefyr offers quick and intuitive expense report management. They highlight the availability of a mobile app for iOS and Android, allowing users to conveniently enter expenses on-the-go. The software also integrates with accounting for efficient expense accounting and offers easy tracking of mileage reimbursements.

**Liasse fiscale**: Zefyr automates tax return preparation with automatic pre-filled tax returns based on accounting data, according to the vendor. They mention the support for EDI (Electronic Data Interchange) transmission of tax returns, ensuring efficient communication with tax authorities. Users can track the status of their tax returns until acceptance by the tax authorities.

**Immobilisations et emprunts**: The vendor claims that Zefyr provides integrated asset management and loan tracking capabilities. They state that the software automates amortization calculations, simplifying asset management. Users can also track loans and monitor repayment schedules conveniently.

**Comptabilité Analytique**: Zefyr offers analytical accounting functionality, according to the vendor. They state that users can gain an overview of expenses and revenues organized by analytical code. The software supports three levels of analytical codes for detailed tracking and analysis.

**Tableaux de Bord**: According to the vendor, Zefyr provides graphical dashboards for tracking purchases, sales, and outstanding balances. Users can visualize monthly charts for revenue and profit tracking. The vendor also claims that the software offers profit forecasts based on expense and sales types.

**Stocks**: Zefyr simplifies inventory management with features for stock entries, exits, and orders, according to the vendor. They state that users can perform quick stock inventories manually or automate the process. The software seamlessly integrates with accounting for accurate stock accounting.

**CRM**: Zefyr includes a customer relationship management module for tracking ongoing actions with clients and prospects, according to the vendor. They mention that the CRM is linked to sales management, enabling easy quote and invoice creation for improved customer relationship management.

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1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Zefyr

Overview

What is Zefyr?