Name: Zumzum Financials
Price: 45 USD
Author: Zumzum

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Help Authoring

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Operational Analytics

Enterprise

Accounting

Budgeting and Forecasting

Tax Compliance

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Code Review

Data Catalog

Data Fabric

Data Quality

Data Recovery Service

Dynamic Application Security Testing (DAST)

Fraud Detection

IT Alert Management

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

Low-Code Development

Master Data Management (MDM)

Network Access Control (NAC)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Office Migration and Repair

Software-Defined WAN

Virtual Data Room

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Enterprise Marketing Management

Local Marketing

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video Editing

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales

Antivirus

Insider Risk Management

Security Orchestration, Automation and Response (SOAR)

Security

Forestry

Last Mile Delivery

Legal Research

Library Management

Nonprofit CRM

Nonprofit Fundraising

Plagiarism Checker

Real Estate Property Management

Vertical-Specific

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Zumzum Financials is a comprehensive SMB accounting solution designed specifically for small and medium-sized businesses (SMBs). According to the vendor, Zumzum Financials provides a platform for financial management and reporting that integrates seamlessly with Salesforce. This versatile solution caters to a wide range of professions and industries, including financial services, professional services, retail, manufacturing, and nonprofit organizations.

## Key Features

**Accounts Payable**: According to the vendor, Zumzum Financials offers automated workflows and approvals to streamline accounts payable processes. It allows for the creation of purchase invoices from purchase orders with one click, providing accurate and real-time access to accounts payable data and transactions.

**Cash Management**: The vendor claims that Zumzum Financials improves visibility into cash management by recording all bank transactions and allocating customer payments to invoices. It facilitates easy bank account reconciliation, enabling businesses to maintain accurate cash balances and obtain real-time insights into cash flows.

**Financial Dashboards**: The vendor states that Zumzum Financials allows users to create custom reports and dashboards for real-time financial insights. It offers the ability to drill down into individual chart components for detailed information and track key indicators relevant to the business. The solution also enables the blending of financial and operational metrics to provide a comprehensive view of company performance.

**Financial Reports**: According to the vendor, Zumzum Financials provides pre-built financial reports that offer real-time insights into the business. Users can view aged receivables reports, trial balance reports, profit & loss reports, and balance sheets. The solution also allows for the creation of custom reports tailored to specific business needs, offering flexible, multi-dimensional reporting with dimensions.

**Recurring Invoices**: The vendor claims that Zumzum Financials automates the scheduling of recurring sales invoices and allows for the assignment of invoice plans to products and opportunities. With a single click, users can batch create and send multiple invoices while easily tracking sales invoice plan statistics.

**Revenue Recognition**: According to the vendor, Zumzum Financials simplifies and automates the revenue recognition process. It enables the assignment of revenue recognition rules to products, automatically generating revenue recognition schedules and general ledger entries. The solution helps businesses track and ensure compliance with revenue recognition standards.

**Sales Invoicing**: The vendor states that Zumzum Financials streamlines the invoicing process with one-click invoicing directly from Salesforce. Users can create sales invoices with a single click, avoiding manual data entry. The solution also offers customizable, branded invoices and automated invoice reminders to facilitate faster payment collection.

**Sales Orders**: According to the vendor, Zumzum Financials digitizes the sales orders process and allows for the conversion of opportunities into sales orders seamlessly. It automatically captures order and line item details, provides visibility into inventory levels, and enables the reservation of stock for efficient order processing. The solution also facilitates the management and tracking of the dispatch process.

**VAT Return**: Zumzum Financials offers easy setup of VAT rates and defaults for transactions, simplifying the process of creating and filing VAT returns. According to the vendor, the solution is Making Tax Digital (MTD) ready and can be connected to the HMRC Making Tax Digital API for easy submission of VAT returns.

Basic

Forever Free

Solo

InvoiceBerry

Single User - Unlimited Everything

Harpoon

Zumzum Financials

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The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

Zumzum

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.

Zumzum Financials

Overview

What is Zumzum Financials?