Zoho Finance Suite

Books, Subscriptions, Expenses

We implement Zoho Books, Subscriptions, Inventory, Expense and Projects so sales, operations and finance work from the same data. From accurate quotes and invoices to payment collection and clear reporting, we connect Zoho CRM with your finance tools for smooth handovers and fewer manual steps.

From CRM to invoice: map Zoho CRM stages to Books (Quotes, Sales Orders, Invoices, Credit Notes) with the right fields and approvals.
Invoicing & payment collection: gateways (card/direct debit), automated reminders and sensible dunning rules.
Products & pricing: item catalogue, price lists, discounts, taxes; optional Inventory for stock/warehousing.
Subscriptions & recurring billing: plans, add-ons, proration, trials, upgrades/downgrades.
Expenses & time: Projects, timesheets, chargeable expenses and mileage rules.
Dashboards & reporting: AR/AP, cash position, revenue by product/channel, WIP and profitability.

How we work

Finance audit: current quote/invoice flow, tax rules, product catalogue, payment preferences.
Implement & integrate: configure Books/Subscriptions/Inventory, connect to CRM, gateways and bank feeds; automate handovers.
Embed & optimise: train your team, publish playbooks, tune reminders/dashboards and support month-end.

Why Choose Us?

Finance Systems Expertise

We connect finance applications to the operational processes around them. The work covers agreed configuration, data flows and integrations so sales, operations and finance can use consistent information.

Connected Quote-to-Cash

We tailor the agreed workflow around your estimates, invoicing, approvals, expenses and reporting. Requirements and responsibilities are documented before configuration so the solution fits the way your team works.

Clear Scope & Controls

Each engagement defines deliverables, dependencies and acceptance checks. Your finance team retains ownership of accounting and tax decisions, while we support configuration, integration, testing and handover.

Training & Handover

We help finance and operational users understand the workflows they will maintain. Role-relevant guidance and agreed documentation support the handover. Your proposal defines the post-launch support period, response expectations and process for additional work.

How We Work

Understand the financial workflow. We document how estimates, invoices, expenses, approvals, payments and reporting currently work, including the people, systems and controls involved.
Define scope and responsibilities. The implementation plan sets out the applications, users, data, integrations and approval rules in scope, with finance and accounting decisions owned by your finance team or accountant.
Configure and test. We configure the agreed workflow and test representative examples. Migration and integrations include mapping and reconciliation checks appropriate to the scope.
Train and hand over. Users receive role-relevant guidance and agreed documentation. The proposal defines post-launch support and how additional changes will be handled.

Futuro provides systems consultancy and implementation support. Accounting, tax and legal decisions remain with appropriately qualified advisers.

Client Feedback

Discover How We've Helped Brands

At Futuro Digital Consultancy, our clients are at the heart of everything we do, and their experiences speak volumes about our commitment to delivering exceptional service. Below, you’ll find reviews from clients who have experienced the difference we make. Each story is a testament to the personalized care, innovative solutions, and unwavering support we provide.

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Maria A.

Since 2018, we have been working with Futuro Digital Consultancy, and our experience has been very positive. Under Robert's skilled guidance, our CRM and digital marketing initiatives have seen substantial improvements at Harding Chartered Surveyors. With their support, our revenue has more than doubled and our lead generation has increased significantly. Robert and his team offer insightful and practical solutions that have markedly enhanced our business operations. We appreciate their dedication to delivering measurable results and would recommend their services to those seeking to improve their digital strategies.

Ava K.

Review My CRM built my website which I am perfectly happy with. They took on board everything I have asked for, plus they gave me good advice on technical issues and SEO. I highly recommend them.

Kate S.

Rob is a real asset. He will sort out any issues promptly and has great ideas for improvements. He ensures that everything runs smoothly.

James B.

Rob has been our CRM consultant for a number of years now. He knowledge and expertise are greatly appreciated and he is always on hand to help resolve issues quickly. He has allowed us to scale our basis with a top notch CRM that is bespoke and has automation which saves us countless hours.

Zoho Finance Suite

Books, Subscriptions, Expenses

How we work

Why Choose Us?

Finance Systems Expertise

Connected Quote-to-Cash

Clear Scope & Controls

Training & Handover

How We Work

Client Feedback

Discover How We've Helped Brands

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Lets Work Together

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