USE CASES

Built for Your Industry & Role

Discover how teams across industries use ZapBooks AI to eliminate manual data entry and focus on what matters.

BY INDUSTRY

Solutions for Every Industry

From CA practices to manufacturing, see how different industries leverage ZapBooks AI.

CA Firms & Accounting Practices

Challenge

Managing invoices for multiple clients with different chart of accounts and compliance requirements.

Solution

Multi-organization support with client-specific configurations. Seamless switching between client books.

Results

60% reduction in client onboarding time
80% faster invoice processing per client
Zero compliance issues from data entry errors

ZapBooks AI transformed how we manage multiple client accounts. What used to take hours now takes minutes.

Rajesh Kumar

Chartered Accountant, Mumbai

Manufacturing Companies

Challenge

High volume of vendor invoices with complex GST requirements and inventory implications.

Solution

Bulk processing with smart categorization and GST validation. Integration with inventory systems.

Results

Process 500+ invoices monthly with 3-person team
100% GST compliance
Automated vendor payments tracking

Our accounts payable process went from chaotic to streamlined. The GST validation alone saves us countless hours.

Vikram Patel

Finance Head, AutoParts Ltd

Tech Startups

Challenge

Small finance team handling rapid growth with limited budget for enterprise accounting tools.

Solution

WhatsApp-first approach for distributed teams. Affordable pricing that scales with growth.

Results

10x faster expense processing
No need to hire additional staff
Full audit trail for investor reporting

As a startup, we can't afford a big finance team. ZapBooks AI gives us enterprise-level automation at startup prices.

Priya Sharma

CEO, TechFlow Solutions

Service Companies

Challenge

Field teams submitting expenses and invoices from multiple locations. Difficult to track and reconcile.

Solution

WhatsApp submission from anywhere. Real-time approval notifications.

Results

Instant expense submission from field
Same-day approvals vs. week-long delays
Complete visibility for management

Our field engineers love it. Just snap a photo and send via WhatsApp - no more lost receipts or delayed reimbursements.

Amit Singh

Operations Manager, ServicePro

BY ROLE

Benefits for Every Role

From the C-suite to the field, everyone benefits from streamlined invoice processing.

For CFOs & Finance Directors

See exactly where your money is going, in real-time

  • Real-time visibility into payables and receivables
  • Accurate cash flow forecasting
  • Compliance confidence with audit trails
  • Cost reduction through automation
  • Board-ready financial reports

For Finance Managers

Streamline your team's workflow and hit every deadline

  • Streamlined approval workflows
  • Team performance visibility
  • Exception handling alerts
  • Month-end close acceleration
  • Policy enforcement automation

For Accountants

Focus on analysis, not typing

  • Eliminate manual data entry
  • Automatic reconciliation
  • One-click financial reports
  • GST compliance built-in
  • Multi-client management

For Employees

Submit expenses in seconds, get reimbursed faster

  • Submit expenses via WhatsApp
  • No app installation needed
  • Track approval status
  • Faster reimbursements
  • Clear expense policies
ROLE-BASED ACCESS

One Platform, Every Role Covered

Admins get full control, approvers get a review queue, and employees get a simple submission interface. Switch between roles to see each experience.

ZapBooks AI — Role-Based Access

Full control over all finances

₹45.2L

Total Revenue

12

Pending Bills

28

Active Users

5

Reports

Invoices
Expenses
Bills
Vendors
Customers
Reports
Recent Activity
Invoice INV-1247 synced to Zoho
2 min ago
Expense EXP-0892 approved by Priya M.
15 min ago
New vendor added: Patel & Sons
1 hr ago
A

Accountant / Admin

  • Full CRUD on all entities
  • Customer & vendor management
  • Chart of accounts & reports
  • Activity log & audit trail
  • Zoho Books sync control
A

Approver

  • 11 approval categories
  • Bulk approve / reject
  • View pending submissions
  • Add approval comments
  • Track approval metrics
E

Employee

  • Submit expenses & daily spends
  • Request reimbursements
  • Track approval status
  • View own submissions
  • Upload receipts & invoices

Ready to Automate Your Invoice Processing?

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