Zumzum Financials

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Built 100% Native on the Salesforce Platform
Comprehensive SMB
Accounting for Salesforce

Unify your front and back office and improve customer service 

Faster Order-2-Cash Process

Quickly convert opportunities to orders or invoices, automatically send invoice payment reminders and allocate customer payments to your bank accounts, all from within Salesforce.

A Single 360 Degree View

A single set of data for sales, ordering, billing and finance means information flows faster to the people who need it, without the need to manage multiple systems.

Real Time Analytics

Blend sales and finance data in the same screens your user use today and create custom reports or dashboards to view real-time analytics of your key performance metrics.

All The Tools Your Business Needs for Accounting in Salesforce CRM

Reduce DSO: Create accurate invoices straight from the CRM with all product, services and pricing information with no manual rekeying

Simple: One system, one price, no hidden extras, fast and efficient implementation

Increase productivity: Improve collaboration across departments resolves queries and issues faster

Zumzum Financials Accounting for Salesforce Dashboard

“We are now able to process our sales to payments, without almost zero manual intervention. That’s a massive productivity and efficiency gain compared to the old Sage platform we used for accounting before finding Zumzum.” – Andrew Martin, CEO, SymStor

A fully comprehensive Accounting system

Zumzum Financials Accounting for Salesforce Sales Invoices
Built for the small and medium sized businesses, Zumzum Financials has all the functionality you need to run your business

Automates manual processes, giving you more time to make the important decisions to build your business

Built entirely on the salesforce platform, Zumzum Financials gives you a 360° view of your customers in one place, across sales, finance, services and support, all client queries can be answered quickly and efficiently

Salesforce and Zumzum Financials unify our CRM and Finance functions on a single platform to make us more productive.” – Henry Maclellan, Director, Microcare Systems.

Zumzum Financials Highlights

  • Fully comprehensive, secure online accounting
  • One click or batch invoicing
  • Multi-company, multi-currency support (Coming Soon)
  • Full revenue recognition capability
  • Sales ordering and invoicing
  • Warehouse and stock management
  • Reminders and statements
  • Purchase orders and purchase invoice processing
  • Time and expense management
  • Reporting & dashboards
  • VAT returns
  • Anywhere access via mobile devices

Find Out How We Can Help You Transform Your Order-2-Cash and Procure-2-Pay Processes

Streamline your end to end business processes, increase staff productivity and be more collaborative, social and mobile, 100% native on the Salesforce platform.
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