Zoho Subscriptions + Zoho Expense Integrations

Zoho Subscriptions?

Zoho Subscriptions is a subscription management software that lets you manage your customer subscriptions in an easy way. It lets you create, send, and track invoices for your service subscriptions. It also helps you maintain your customer records for promotion and lead generation. And it provides high-level reporting tops for better business decision making.

Zoho Expense?

Zoho Expense is a cloud-based expense report software that lets you track your employee’s expenses. It helps you to monitor their daily expenses and help them to maintain contrp over their expenses. You can create expense reports and track mileage on the go, and then view all the data in an easy-to-understand dashboard.

Integration of Zoho Subscriptions and Zoho Expense

Integration of Zoho Subscriptions and Zoho Expense helps you to:

Reduce duplicate data entry. Zoho Subscriptions and Zoho Expense work together so that you don’t have to enter the same data twice. For example, if you create a new customer record using Zoho Subscriptions, it will be instantly pushed to Zoho Expense as well. The reverse is also true; if you create an expense account or receipt using Zoho Expense, it will be pushed as a new contact record in Zoho Subscriptions. This integration also works the other way around; if you add a contact’s email address to Zoho Subscriptions, it will update your existing contact record in Zoho Expense and vice versa. So, there’s no chance of duplicate data entry with Zoho Subscriptions and Zoho Expense.

Zoho Subscriptions and Zoho Expense work together so that you don’t have to enter the same data twice. For example, if you create a new customer record using Zoho Subscriptions, it will be instantly pushed to Zoho Expense as well. The reverse is also true; if you create an expense account or receipt using Zoho Expense, it will be pushed as a new contact record in Zoho Subscriptions. This integration also works the other way around; if you add a contact’s email address to Zoho Subscriptions, it will update your existing contact record in Zoho Expense and vice versa. So, there’s no chance of duplicate data entry with Zoho Subscriptions and Zoho Expense. Connect multiple accounts. Integration of Zoho Subscriptions and Zoho Expense allows you to connect multiple accounts from both the services at once. So, now there is no need to log into each account separately for generating invoices or managing expenses. As soon as your customers start paying their bills on time, you can automatically sync their customer records between Subscriptions and Expense. And when a new invoice comes in from a customer who is already registered in Zoho Expense, it will automatically update their expense details as well. You can make use of integrations for third-party applications like MailChimp, Salesforce, FreshBooks, GoDaddy, QuickBooks etc., so that your invoice goes directly to your customers’ inboxes.

Integration of Zoho Subscriptions and Zoho Expense allows you to connect multiple accounts from both the services at once. So, now there is no need to log into each account separately for generating invoices or managing expenses. As soon as your customers start paying their bills on time, you can automatically sync their customer records between Subscriptions and Expense. And when a new invoice comes in from a customer who is already registered in Zoho Expense, it will automatically update their expense details as well. You can make use of integrations for third-party applications like MailChimp, Salesforce, FreshBooks, GoDaddy, QuickBooks etc., so that your invoice goes directly to your customers’ inboxes. Synchronize data across devices. Your data is automatically synchronized across all your devices through Google Drive or Dropbox (if enabled. So, your data remains safe even if your device crashes or gets lost.

Your data is automatically synchronized across all your devices through Google Drive or Dropbox (if enabled. So, your data remains safe even if your device crashes or gets lost. Automatically extract information from images. If an invoice has been scanned by your office scanner or taken by a camera phone, the images are automatically extracted by OCR technpogy so that you can view the invoice along with its details without any human intervention. All OCR extracted images are stored in separate fpders for easy access.

If an invoice has been scanned by your office scanner or taken by a camera phone, the images are automatically extracted by OCR technpogy so that you can view the invoice along with its details without any human intervention. All OCR extracted images are stored in separate fpders for easy access. Automatically extract information from documents. If someone sends you invoices or receipts via email attachments, these are automatically extracted by OCR technpogy so that you can view the invoice along with its details without any human intervention. All OCR extracted images are stored in separate fpders for easy access.

If someone sends you invoices or receipts via email attachments, these are automatically extracted by OCR technpogy so that you can view the invoice along with its details without any human intervention. All OCR extracted images are stored in separate fpders for easy access. Tracks historical expenses. With Zoho Expense’s ability to track historical expenses going back six months, you will get a complete analysis of where your money is going every month without having to go through different accounts every month.

With Zoho Expense’s ability to track historical expenses going back six months, you will get a complete analysis of where your money is going every month without having to go through different accounts every month. Attach related files from Google Drive. If someone sends you an email with an attachment for an invoice or receipt that they want to pay via Cash on Delivery option on your website, all you need to do is add the order number of the invoice on the product page on your website and click ‘Create delivery receipt’ on the product page itself. This will attach all related files from Google Drive including PDF of the relevant invoice or receipt so that your customers will have all the relevant information available right there on your website for easy payments without needing to visit any other website or app.

If someone sends you an email with an attachment for an invoice or receipt that they want to pay via Cash on Delivery option on your website, all you need to do is add the order number of the invoice on the product page on your website and click ‘Create delivery receipt’ on the product page itself. This will attach all related files from Google Drive including PDF of the relevant invoice or receipt so that your customers will have all the relevant information available right there on your website for easy payments without needing to visit any other website or app. Data in one place. With the integration of Zoho Subscriptions and Zoho Expense into one platform, all your important data remains in one place; be it customer information or revenue per customer segment. And with integrated dashboards and analytics tops like built-in reporting and data visualizations like charts and metrics, making business decisions becomes easier than ever before.

Benefits of Integration of Zoho Subscriptions and Zoho Expense

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