If you’re like most businesses, your finance apps and your bank operate in two separate worlds. You record expenses in one, track payments in the other, and spend hours every week trying to make the numbers match.
That’s where connected banking bridges the gap. Now, Axis Bank customers can link their bank accounts with Zoho Finance apps (Books, Inventory, Expense, and Payroll), making it easier than ever to manage finances. With data flowing automatically, you can pay vendors, reimburse employees, handle multiple bills, view live balances, reconcile transactions, and access bank feeds in one platform.
Pay vendors without leaving Zoho apps
Making payments has never been easier. Whether it’s single, bulk, or advance payments to vendors, connected banking lets you do it all directly from Zoho Books or Zoho Inventory.
You can securely initiate payments through your preferred method, and once the payment is complete, it automatically reflects in both your Zoho Finance app and your Axis Bank account. No switching tabs, no juggling logins, or missed payments.
Reconciliation made effortless with bank feeds
Reconciliation is often one of the most time-consuming parts of accounting. With Axis Bank feeds flowing straight into Zoho Books, the system automatically matches them with your existing invoices and bills. After transactions are matched, you can reconcile with a single click. This not only saves you time but also improves accuracy.
Simplified expense reimbursements
Once employees submit their expense reports in Zoho Expense and they’re approved, reimbursements can be transferred directly to their bank accounts via Axis Bank. These transactions are automatically tracked within Zoho Expense, eliminating manual data entry and simplifying reimbursements.
Reliable payroll, every time
Payday is now easier than ever. With Axis Bank integrated into Zoho Payroll, salaries are disbursed directly and on time, without switching between platforms. This saves time, reduces errors, speeds up salary processing, and ensures every employee is paid accurately and promptly.
Let your team handle payments
With multi-user access, your team, whether it's your accountant, finance manager, or operations head, can securely initiate and manage payments once they've been granted access. It makes payment approvals and processing faster, keeping your business moving.
Ready to get started and simplify your finances?
Connected banking is currently available in Zoho Books (on request) and will soon roll out to Zoho Payroll, Zoho Expense, Zoho Inventory, and more. Drop us an email at bank-integration@zohofinance.com, and we’ll enable it for your Zoho Books account.
Give it a try and see how seamlessly your banking and accounting can work together. Once you connect the two, you’ll never want to go back.
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