Zumma Financial - Automate your invoicing and save time effortlessly
UpdatedAt 2025-02-23
AI Customer Support Tool
Zumma Financial is an innovative platform that simplifies expense management and automated invoicing through WhatsApp. Users can send images of receipts, select invoice usage and payment methods, and receive invoices via WhatsApp, email, and a control panel. With over 300 satisfied clients, Zumma saves employees approximately 20 hours a month by streamlining the invoicing process. The platform offers different pricing plans, including a free version for managing up to 15 expenses per month.
Streamline your business finances with automated expense invoicing!
Zumma Financial works by allowing users to interact with their expense management system via WhatsApp. Users simply send a photo of their receipts to Zummi, the financial assistant, who processes the information. Users can select the invoice type and payment method, and then receive their invoices via WhatsApp, email, and the Zumma control panel. This automation not only simplifies the invoicing process but also reduces the time spent on manual entry, helping businesses to stay organized and compliant with financial regulations.
To use Zumma Financial, simply create an account on the website. Once registered, you can start sending your expense tickets via WhatsApp. Upload images of your receipts, select the invoice usage and payment method, and receive your invoices directly in your chat or email. It's that easy to streamline your expense management!
Zumma Financial offers a seamless solution for managing expenses and automating invoicing through WhatsApp, saving businesses valuable time and resources. With various pricing plans tailored to different needs, users can streamline their financial processes effortlessly.
Features
Automated Invoicing
Easily send images of receipts via WhatsApp and receive automated invoices, saving you time and effort.
Expense Tracking
Track all your business expenses in one place with detailed analytics to help you understand your financial health.
Multiple User Access
Allow different users within your organization to manage expense reporting under one account.
Customizable Plans
Choose from various pricing plans tailored to your specific business needs and requirements.
24/7 Financial Assistant
Access Zummi, your financial assistant, anytime to help you manage your finances effectively.
Downloadable Reports
Export your financial data to Excel for further analysis and record-keeping.
Use Cases
Small Business Owners
Entrepreneurs
Small Business Owners
Small business owners can use Zumma to manage their expenses without the hassle of manual invoicing, saving time and reducing errors.
Freelancers
Freelancers
Consultants
Freelancers can easily track their expenses and generate invoices on the go, making it easier to manage finances while working remotely.
Accountants
Accountants
Financial Advisors
Accountants can streamline their clients' invoicing processes using Zumma, allowing for more efficient management of multiple clients' financials.
Corporate Teams
Corporate Employees
Finance Managers
Corporate teams can use Zumma to handle a high volume of expense reports, ensuring timely invoicing and better financial oversight.
Startups
Startup Founders
Small Business Teams
Startups can benefit from Zumma by automating their financial processes, enabling them to focus on growth rather than administrative tasks.
Travelers
Business Travelers
Sales Representatives
Frequent travelers can quickly invoice their business expenses while on the go, eliminating the need for paper receipts.