Ideas to put to work
Monthly analysis and billing for each client, ready for review.
Monthly client pack
Sofia reads invoices, bills and journals for the period, builds the analysis in Excel, and drafts the client's monthly letter in Word.
Invoices from logged time
Sofia reads time entries by client in ClickUp, creates the invoice, and emails it with your approval.
Bills captured from email
Sofia reads supplier bills in Outlook and creates each bill in Zoho Books, with your approval.
Who to call about cash
Sofia compares invoices with payments, ranks overdue balances by client, and lists who to call first.
Estimates from the proposal
Sofia reads the proposal in Word and creates the estimate with matching lines, with your approval.
What Sofia can do with Zoho Books
Sofia reads and keeps current
- Invoices and payments
- Contacts
- Bills and vendor payments
- Estimates
- Expenses
- Credit notes
- Chart of accounts and journals
- Bank accounts
Sofia does, with your approval where you want it
- Create or update an invoice
- Email an invoice
- Record a payment
- Create or update a contact
- Create an estimate
- Record an expense
- Create a bill
- Void an invoice
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft WordWord processor for letters, reports and contracts
- ClickUpProject management for tasks, docs and goals
- Microsoft OutlookMicrosoft's email and calendar
QuickBooksAccounting software for small and mid-sized businesses
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
Hand Sofia your next Zoho Books close
Score your firm in three minutes, or talk to our team.