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Affordable Apps and Tools to Improve and Optimize Your Business
IMPROVE YOUR BUSINESS
Smarter Tools for Smarter Financial Professionals
Improving your financial services business doesn’t have to mean expensive overhauls or complex systems. We offer powerful, budget-friendly solutions to help you work smarter, not harder. Whether it’s leveraging proven business applications, designing custom tools to fit your unique needs, or creating advanced spreadsheet models, we have the expertise to help your business thrive.
We Help Financial Professionals Work Less & Profit More!
Accountants, Bookkeepers, Coaches, Consultants, Financial Planners & Tax Pros
3 Categories To Help Improve Your Financial Services Business
1. Business Applications
Tools that grow with your business - simple, scalable, and effective
Proven software solutions like Google Workspace and Zoho Applications to improve productivity, collaboration, reporting, and decision-making.
2. Custom Business Applications
Its your business. Stop adapting to tools - let tools adapt to you.
Get tailor-made low-code applications designed with Zoho Creator to meet the specific needs of your financial services business.
3.Spreadsheet Internal Tools
Solutions for tracking, analyzing, and improving your data.
Advanced custom spreadsheet models for internal tools and reporting, leveraging Excel or Google Sheets to improve efficiency and insights.
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Productivity and Collaboration Suite
Google Workspace, which is designed to provide businesses with a comprehensive set of tools to manage their work, communication, and collaboration efficiently.
Email, Word Processing, Spreadsheets, Presentations
Team Collaboration, Online Meetings, Mobile Access
Unified Platform Allowing Seamless Access Between Tools
Powerful Accounting System
Zoho Books is feature-packed yet aims to simplify accounting and financial management for small businesses. It is your QuickBooks, Xero and Sage replacement. It provides an intuitive interface, automation features, and scalability to accommodate the growing needs of businesses.
Invoicing, Expense Tracking, Inventory
Bank Reconciliation, Sales Tax, Financial Reporting
General Journal Entries, Automation, Mobile Access
Capture Leads From Your Website, Social Media, Google, and more!
Text messaging is the #1 preferred method of conversation today, so why make your customers call you? Unlock the power of Text Messaging, Facebook Messaging, Instagram DM, and Google Business Chat - all in one place!
Generate FREE Leads From Existing Traffic
Unlock More Prospect Channels
Travel & Expense Management
Zoho Expense simplifies how businesses track, manage, and report expenses. It is your Expensify replacement. Designed to streamline and automate the expense management process, it saves time, reduces manual errors, and ensures compliance with company policies. If you have the Zoho Books Accounting System, it is already part of that app.
Scan Receipts, Generate Detailed Reports
Set Policy Compliance Rules, Allow Approval Workflows
Multi-Currency Support, Integration Ready
Secure Chat & Collaboration Platform
Zoho Cliq is a powerful team communication and collaboration app designed to streamline workflows and enhance productivity. It is your Slack replacement. With features like real-time messaging, audio and video calls, and integrations with other business tools, Cliq keeps your team connected and informed.
Real-Time Messaging, Audio and Video Calls
File Sharing, Integrations
Custom Bots and Commands, Mobile Access
Online Meeting, Webinar & Virtual Event Hosting Platform
Zoho Meeting / Webinar is designed to facilitate the creation, management, and hosting of webinars, allowing businesses to conduct engaging presentations, training sessions, product demos, meetings and other virtual events. It is your Zoom replacement.
Webinar Creation & Customization, Analytics and Reporting
Live Webinars, On-Demand Webinars
Interactive Meetings, Engagement, Integration & Automation
Business Intelligence & Data Analytics
Zoho Analytics is designed to help businesses gather, analyze, and visualize data from various sources, enabling them to make informed decisions and gain valuable insights. It is your Microsoft Power BI replacement.
Data Integration, Data Preparation & Cleansing
Dashboards, Interactive Reporting
Collaboration & Sharing, Mobile Access
Customer Support & Help Desk
Zoho Desk aims to streamline customer support operations and enhance customer satisfaction. It is your ZenDesk replacement. With its user-friendly interface, automation features, and integration capabilities, Zoho Desk empowers businesses to provide exceptional customer service.
Ticket Management, Knowledge Base, Collaboration
Multi-Channel Support: Email, Phone, Chat, Social Media
Automation and Workflows, Mobile Access
Generate Sales With The Push Of A Button
Turn your database of leads & customers into new sales via email and text-message campaigns whenever you want!
Turn First-Time Customers Into Repeat Buyers
Drag-And-Drop Email Builder
Workflow Automation & App Integration
Zoho Flow is designed to help businesses automate and streamline their repetitive tasks, data synchronization, and workflows across various applications and services. It is your Zapier replacement.
Workflow Automation, Pre-built Connectors
Data Synchronization, Conditional Logic, Mobile Access
Multi-step Workflows, Error Handling and Logging
Effortlessly Scale Your Online Reputation
Send review requests with a simple click. Reply to Google & FB reviews in the same place you reply to everything else. Managing your reviews and, most importantly, protecting your brand’s reputation becomes a cinch!
Quickly & Easily Send Review Requests
Read & Reply To New Reviews From Your Pocket
All The Features You Need In One Place
Say goodbye to duct-taped solutions!
2-Way Text Messaging
Communicate with prospects and customers via text message
Missed-Call Text-Back
Text-messages automatically get sent to any missed call
Mobile App
Manage your business from your pocket with our mobile app
Consolidated Social Chat
Consolidate your social chats into one conversation stream
Text Snippets
Automatic replies to frequently asked questions
Drag-And-Drop Email Builder
Send beautiful newsletters and reactivation campaigns
Facebook & Google Reviews
Generate, read, and reply to Google & Facebook reviews
Smart Webchat Widget
Enable website visitors easily initiate a text-message conversation
Text-2-Pay
Quickly generate and send invoices via text messages to collect money on the go
Tap-2-Pay
Turn your phone into a credit card ready to receive payments on the go
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Powerful and Affordable Systems and Services to Help Grow, Manage and Improve Your Financial Services Business. Simplify, Integrate and Automate to Use Technology to Your Advantage!
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Business Growth System
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Are you a Financial Professional and part of an Accounting, Bookkeeping, Coaching, Consulting, Financial Planning, or Tax Business? We can help you GROW, MANAGE and IMPROVE your firm.
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