Financial Management

Whether you use Zoho Books or Xero, ZERP makes sure your financial data seamlessly integrates providing accurate financial reporting. From invoicing to purchasing, payments and journals, ZERP provides an end-to-end solution for every accounting process.

Generate invoices directly from your estimate and forecast your payment schedule. Invoice as a percentage of the overall project or phase, or raise invoices on individual line items. Link invoice forecasts to your project schedule to automatically update your cashflow forecast.

Raise purchase orders against your estimated items and automatically generate variations for adjustments. Track what expenses you’ve committed to, and what has been received and paid on all your purchases. Manage supplier bills with an approval process that seamlessly integrates with your accounting system, including sharing any supplier attachments.

As the materials purchased are used onsite, generate journals for cost of goods sold and automatically update amounts on your balance sheet and Profit and loss accounts. Create WIP (work in progress) reports on your projects, for accurate reporting on the financial position of your pipeline.

ZERP connects your project and finance teams with seamless integration between your operational and accounting processes.