Take the guesswork out of budgeting.
View statements at a glance.
Know where your finances stand in under a minute. Track deposits and withdrawals across accounts on color-coded charts. Check expenses incurred, current balance, interest accrued, and more, on easy-to-understand, interactive dashboards.
Store and organize bills.
Quit searching for paper bills—maintain receipts right from the app, where you can access them instantly. Just scan or take a photo of your bills, and upload them in the app.
Manage and prioritize accounts.
Keep your finances sorted. Divide assets into distinct accounts and individually monitor cash flows to and from each. Control the operability of accounts by archiving them or keeping active.
Optimize your finances.
Balance off accounts by transferring funds between them, to make sure none are heavy on credits or debits.
Get timely reminders on transactions. Have alerts sent to you for due or overdue bills, addition of income, increase in liabilities, exceeding a spending limit, and more.
More flexibility. More power.
Tune the app to your needs. Add forms, reports, and workflows with our intuitive drag-and-drop builders. You can do things like generate periodic reports from various income sources, configure account-based calculators, and print statements with a click.
Want to know your financial status while you're waiting in line at the ATM? All Zoho Creator apps are automatically available natively on mobile, so you can access your accounts and view statements from wherever you are, whenever you need to.
Zoho Creator offers integrations with payment gateways like PayPal and RazorPay, third-party software like Quickbooks, and other Zoho products like Zoho Books. In addition, you can also migrate data from your Excel sheets into the app in minutes.