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Finance · Foundations

The foundations under every request.

These six pieces come with every ZlyntOffice module. Here is how each one works when you run Finance.

Channels

Ask from wherever your team already works.

Every channel runs the same finance requests with the same permissions. Ask in the app today; Slack, Teams, WhatsApp and email are coming soon.

  • In-app chat in any browser on your computer or phone, live today
  • Slack and Microsoft Teams, coming soon
  • WhatsApp and email, coming soon
  • Replies arrive in the same thread you asked in

Where you can message ZlyntOffice

  • In-app chatLive
  • SlackComing soon
  • Microsoft TeamsComing soon
  • WhatsAppComing soon
  • EmailComing soon
Workflows and forms

Your approval rules and your fields.

Expense, invoice and payment approvals are workflows you set up, with bill approvals coming soon. You choose every limit by amount, company and currency.

  • Approvers from your reporting lines, coming soon
  • Nobody approving their own claim or a payment to themselves, coming soon
  • Mark a field required and ZlyntOffice asks for it in chat
  • Vendor bank detail changes needing approval, coming soon

Expense approval · India · Coming soon

  • Claim submittedEmployee
  • Manager approvesManager
  • Finance verifiesFinance
  • Above your limitFounder
Documents

Every document filed where it belongs.

Invoices, credit notes and receipts sit on the client or employee record, with vendor bills on the vendor record coming soon. Asking for any of them by message is coming soon.

  • Version history when a sent invoice is revised, coming soon
  • Sent documents are never deleted, coming soon
  • Kept for your country's retention period, 8 years in India, coming soon
  • Your logo, colours and terms on every PDF, coming soon

ABC Consulting · Documents

  • Invoice LEV/2026-27/0042Paid
  • Credit note CN/2026-27/0006Linked
  • Payment receiptOn file
  • Invoice LEV/2026-27/0043Due 5 Nov
Permissions and audit

ZlyntOffice can only do what you can do.

Asking makes finance faster. It does not loosen a single rule, and every change is on record.

  • Same permissions as the person asking
  • Finance staff limited to one company, coming soon
  • Read-only auditor access that expires on its own, coming soon
  • Every change logged, with values before and after coming soon

Audit trail · today

  • Ravi sent invoice 004310:42
  • Isaac approved a travel claim09:58
  • Part payment recorded09:30
  • Credit note 0006 issued09:12
Import and export

Moving over is coming soon.

Bringing your clients, vendors, open invoices and bills, credits, cheques and employee advances over as of your cutover date is coming soon. Invoice numbers will carry on from your last one.

  • From Tally, Zoho Books, QuickBooks, Xero or a spreadsheet, coming soon
  • Row-by-row errors before you import, coming soon
  • Roll back within 24 hours, coming soon
  • Monthly export for your accountant in their format

opening_balances.xlsx · 214 rows · Coming soon

  • 212 rows readyValid
  • Row 87: GSTIN checksum wrongFix
  • Row 160: cheque date missingFix
  • Rollback window24 h
Security and privacy

Financial data handled with care.

Invoices, payments and bank details stay inside your ZlyntOffice account and are never used to train AI models.

  • Bank details encrypted and masked
  • Card numbers never stored
  • Two-step sign-in for anyone who approves payments, coming soon
  • Hosted in India today

Data protection

  • Encryption at restOn
  • Masked bank fieldsOn
  • Card numbers storedNever
  • AI model trainingNever
Get started

Your next invoice starts
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