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The foundations under every request.
These six pieces come with every ZlyntOffice module. Here is how each one works when you run Finance.
01Channels
Ask from wherever your team already works.
Every channel runs the same finance requests with the same permissions. Start in the app today and add the others as they launch.
✓In-app chat on web and mobile, live today✓Slack and email launching now✓Teams and WhatsApp next✓Replies arrive in the same thread you asked in
Where you can message ZlyntOfficeIn-app chatLive
SlackLaunching now
EmailLaunching now
Microsoft TeamsLater
WhatsAppLater
02Workflows and forms
Your approval rules and your fields.
Expense, bill, invoice and payment approvals are workflows you set up. You choose every limit by amount, company and currency.
✓Approvers come from your reporting lines✓Nobody approves their own claim or a payment to themselves✓Mark a field required and the agent asks for it in chat✓Vendor bank detail changes always need approval
Expense approval · IndiaClaim submittedEmployee
Manager approvesManager
Finance verifiesFinance
Above your limitFounder
03Documents
Every document filed where it belongs.
Invoices, credit notes, receipts and vendor bills sit on the client, vendor or employee record. Ask for any of them by message.
✓Version history when a sent invoice is revised✓Sent documents are never deleted✓Kept for your country's retention period, 8 years in India✓Your logo, colours and terms on every PDF
ABC Consulting · DocumentsInvoice LEV/2026-27/0042Paid
Credit note CN/2026-27/0006Linked
Payment receiptEmailed
Invoice LEV/2026-27/0043Due 5 Nov
04Permissions and audit
The agent can only do what you can do.
AI makes finance faster. It does not loosen a single rule, and every change is on record.
✓Same permissions as the person asking✓Finance staff can be limited to one company✓Read-only auditor access that expires on its own✓Every change logged with values before and after
Audit trail · todayRavi sent invoice 004310:42
Isaac approved a travel claim09:58
Vendor bank details changedNeeds approval
Auditor exported September09:12
05Import and export
Move over in an afternoon.
Bring clients, vendors, open invoices and bills, credits, cheques and employee advances as of your cutover date. Invoice numbers carry on from your last one.
✓From Tally, Zoho Books, QuickBooks, Xero or a spreadsheet✓Row-by-row errors before you import✓Roll back within 24 hours✓Monthly export for your accountant in their format
opening_balances.xlsx · 214 rows212 rows readyValid
Row 87: GSTIN checksum wrongFix
Row 160: cheque date missingFix
Rollback available24 h
06Security and privacy
Financial data handled with care.
Invoices, payments and bank details stay inside your ZlyntOffice account, hosted in your country and never used to train AI models.
✓Bank details encrypted and masked✓Card data never stored; the payment gateway handles it✓Two-step sign-in for anyone who approves payments✓Daily backups kept in your country
Data protectionEncryption at restOn
Masked bank fieldsOn
Card numbers storedNever
AI model trainingNever
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