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Automate Transaction Reconciliation with Zoho Books

Streamline your financial operations by automating the reconciliation of transactions between Zoho Books and your bank. Save time, reduce errors, and focus on strategic analysis with this seamless integration.

Connect Zoho Books with Banking API
Solution
1. Connect Accounting and Banking

Establish a secure connection to access bank transactions.

Set Trigger for New Bank Transactions
Solution
2. Detect New Transactions

Automatically trigger when new transactions post.

Convert Transaction Format
Solution
3. Format Transactions

Adjust transaction format to match Zoho Books requirements.

Check for Duplicate Transactions
Solution
4. Verify Transaction Uniqueness

Ensure no duplicate entries in Zoho Books.

Create New Entry in Zoho Books
Solution
5. Add Transaction to Books

Add non-duplicate transactions to accounting records.

Tag Reconciled Transactions
Solution
6. Mark Transactions as Reconciled

Avoid duplication by tagging reconciled entries.

Send Summary Report to Finance Team
Solution
7. Update Finance Team

Provide a summary of reconciled transactions.

- Repeat -

Automation Benefits

Benefits of Automation

Gain a competitive edge with these advantages.

Enhanced Accuracy

Eliminate manual errors in transaction entries.

Time Efficiency

Free up significant time for your finance team.

Strategic Focus

Allow finance teams to concentrate on strategic analysis.

Cost Savings

Reduce overheads associated with manual reconciliation.

Improved Financial Tracking

Maintain real-time financial records and insights.

Streamlined Operations

Simplify accounting processes for better efficiency.

Features

Automation Features

Discover the powerful features of automating transaction reconciliation with Zoho Books.

  • 1
    Seamless Integration

    Connect your bank and Zoho Books for continuous data flow.

  • 2
    Real-time Transaction Monitoring

    Instantly detect and process new transactions.

  • 3
    Error-free Accounting

    Automate checks to prevent duplicate or erroneous entries.

Feature

Outcomes

Expected Outcomes

Transform your financial management with these key outcomes.

80%
Reduced Error Rate
50+ hours
Time Saved in Reconciliation
3x
Increased Efficiency in Finance Operations

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Frequently Asked Questions

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required