I will do zoho books setup, workflow automation and API integration

India

I speak English

1 order completed

7x Certified SF Developer Zoho CRM Creator One Expert

7x Certified Salesforce Developer with 9+ years of experience in Custom Development, Automation, Integrations, and Consulting, focused on maximizing CRM ROI across both Salesforce and Zoho platforms. ...
About this Gig

Are you struggling with manual invoicing, payment tracking, or financial reporting in your business?


I help startups, SaaS companies, product firms, and service-based businesses automate their finance operations using Zoho Books so you can eliminate manual errors and gain real-time visibility into your cash flow.


With 6+ years of experience working with enterprise software solutions and automation tools, I specialise in configuring Zoho Books to match your exact business workflows from invoice creation to payment reconciliation and financial reporting.

Services I Offer:


  • Zoho Books Account Setup & Configuration
  • Chart of Accounts Setup
  • Invoice, Estimate & Purchase Order Customisation
  • Workflow Automation using Deluge
  • Payment Gateway Integration (Stripe, Razorpay, PayPal, etc.)
  • CRM Integration (Zoho CRM / HubSpot / Salesforce)
  • Custom Functions & Automation
  • Tax Configuration (GST / VAT)
  • Financial Reports Setup
  • Inventory Management
  • API Integration
  • Multi-Currency Setup
  • Customer & Vendor Management

Software:

Zoho

Industry:

Business services & consulting

E-Commerce

My Portfolio