Smart Accounting Automation for Growing Businesses
Octfis helps businesses implement, customize, and automate Zoho Books for invoicing, expense tracking, GST compliance, payment reminders, bank reconciliation, inventory billing, and real-time financial reporting.
Cash Flow Growth
Live movement of invoices, payments, expenses, and receivables
Books Activity Notifications
Digital Accounting
Structured bookkeeping and financial workflow setup.
Faster Invoicing
Automated invoice creation and payment follow-ups.
Finance Tracking
Continuous visibility into income, expenses, and cash flow.
Compliance Ready
Tax, GST, and reporting workflows configured properly.
Complete accounting automation and implementation services.
We help businesses configure Zoho Books according to their billing process, tax requirements, payment workflow, chart of accounts, approval rules, and reporting structure.
Books Setup
Organization setup, chart of accounts, taxes, users, roles, templates, and opening balances.
Invoice Automation
Automate estimates, invoices, recurring invoices, payment reminders, and approval workflows.
Payment Notifications
Send alerts for unpaid invoices, overdue payments, customer dues, and payment confirmations.
Zoho Integrations
Connect Zoho Books with CRM, Inventory, Projects, Payroll, payment gateways, and WhatsApp.
Finance Reports
Create profit and loss, balance sheet, cash flow, receivables, payables, and tax reports.
Data Migration
Migrate customers, vendors, items, invoices, expenses, taxes, and balances from legacy systems.
Connected accounting workflow from quotation to payment collection.
Automate quotation creation, invoice generation, tax calculation, payment reminders, bank reconciliation, expense control, and financial reporting through one accounting platform.
Estimate
Create and send professional estimates to customers instantly.
Invoice
Convert approved estimates into GST-ready invoices automatically.
Payment Reminder
Trigger email, SMS, or WhatsApp reminders for pending payments.
Reconciliation
Match bank transactions with invoices, bills, and expenses.
Reports
Generate financial, tax, receivable, and payable reports.
Trusted Zoho Books implementation partner for growing businesses.
We help businesses simplify accounting operations, automate billing workflows, and build scalable finance systems using Zoho Books.
Fast Implementation
Quick setup and deployment with optimized accounting workflows and automation.
Custom Automation
Automate invoices, payment reminders, expense approvals, tax rules, and reports.
Smart Reminders
Trigger alerts for overdue invoices, pending bills, payment receipts, and reconciliations.
Dedicated Support
Long-term support, user training, migration help, and accounting consultation.
Zoho Books solutions for multiple industries.
We customize accounting workflows based on your billing cycle, tax structure, approval process, customer payments, vendor payments, and operational requirements.