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Zumzum Financials

by Zumzum Limited · Since 2007
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ActiveAvailable globallyCloud
Quick facts
VendorZumzum Limited
Year launched2007
StatusActive
LocationHouldsworth Mill Houldsworth Street, Stockport, Cheshire SK5 6DA, GB
Countries servedGlobal
Languages1
Integrations2+
Free tier
Free trialYES
Contact salesYES

About Zumzum Financials

Zumzum Financials is accounting software built natively on the Salesforce platform, targeting SMBs that already run sales and customer operations in Salesforce. It’s designed to turn CRM activity into finance outputs—converting opportunities into orders or invoices—so teams don’t have to sync data between separate systems. The native approach means accounting data follows Salesforce’s permissions and reporting patterns, keeping finance and sales working from consistent records. Key capabilities: • Native Salesforce accounting data model Opportunity-to-invoice/order workflows Invoicing and receivables tracking Financial reporting inside Salesforce Unified CRM and finance visibility Best for: Salesforce-centric SMBs that want accounting without leaving the Salesforce environment.

Zumzum Financials, integrated seamlessly with Salesforce, offers a compelling solution for businesses seeking an efficient and unified approach to accounting and financial management. As a robust ERP tool embedded within Salesforce’s ecosystem, Zumzum Financials excels in providing a comprehensive range of financial functionalities while leveraging the powerful CRM capabilities of Salesforce. This integration creates a streamlined environment where sales and financial data are synchronized, eliminating the need for disparate systems and manual data entry. One of the standout features of Zumzum Financials is its automated invoicing, which simplifies the billing process by generating and managing invoices directly from Salesforce. This automation not only reduces the administrative burden but also minimizes errors, ensuring that financial transactions are accurate and timely. Additionally, the platform’s expense management capabilities allow businesses to track and manage expenses efficiently, integrating seamlessly with Salesforce’s CRM to maintain a cohesive financial overview. The financial reporting and analytics offered by Zumzum Financials are particularly noteworthy, providing users with detailed and customizable reports directly within the Salesforce environment.

Pros & Cons

What users like
  • +• Seamless Salesforce Integration: Deep integration with Salesforce enhances data synchronization and workflow efficiency.
  • +• Automated Financial Processes: Reduces manual entry and errors through automated invoicing and expense management.
  • +• Comprehensive Reporting: Provides detailed financial reporting and analytics directly within Salesforce.
  • +• Multi-Currency Handling: Supports global business operations by managing transactions in multiple currencies.
  • +• Customizable Workflows: Allows businesses to tailor financial workflows to their specific requirements.
What users flag
  • • Pricing Transparency: Pricing details may not be readily available and require direct contact with the vendor.
  • • Complexity for Small Businesses: The extensive features and integration may be more suited to larger enterprises or those already using Salesforce extensively.
  • • Limited In-App Marketplace: No additional features or services available through an in-app marketplace.
  • • Language Support: Limited to English, which may not accommodate all global users.
  • • Dependency on Salesforce: Requires Salesforce CRM to function, which may not be ideal for organizations using different CRM platforms.

Features

Key features

• Salesforce Integration
Seamlessly integrates with Salesforce CRM, allowing for unified financial and customer data management.
• Automated Invoicing
Automates the creation and management of invoices based on Salesforce data.
• Expense Management
Facilitates tracking and managing expenses within the Salesforce environment.
• Financial Reporting
Provides comprehensive financial reports and analytics directly from Salesforce.
• Multi-Currency Support
Handles transactions and financial data in multiple currencies, crucial for businesses with international dealings.

Additional features

• Salesforce Integration
Full integration with Salesforce CRM to synchronize customer and financial data.
• Automated Invoicing
Automates invoice generation and payment tracking, reducing manual effort.
• Expense Management
Manages and tracks business expenses, integrating with Salesforce to maintain accurate financial records.
• Financial Reporting
Offers a range of financial reports and dashboards for in-depth analysis.
• Multi-Currency Support
Supports transactions and reporting in various currencies.
• Accounts Receivable/Payable
Manages receivables and payables, ensuring accurate financial operations.
• Tax Management
Handles tax calculations and compliance within the Salesforce platform.
• Customizable Financial Workflows
Allows customization of financial workflows to fit specific business needs.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
12
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇲🇽MXN🇮🇳INR🇧🇷BRL

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