Bank Verification for Zoho Books

Features

Automated Validation for Bank Account Details

Instantly validate bank account details without the need for manual verification or data entry.

Error Prevention and Payment Accuracy

Ability to validate bank account details entered by vendors, ensuring they are accurate and valid.

Effortless Verification Process

You can validate the IBAN details either automatically or manually. Making it easy for users to validate and store bank account information directly within their CRM records.

Detailed IBAN Information

Gain access to the wealth of IBAN details, including the country, city, country code, bban (Basic Bank Account Number), bank code, account number, and account holder's name. This data can be invaluable for financial transactions and customer profiles.

Efficient Update Validation

Allowing quick validation of the bank account details during the updating of the vendor information.

Generous Monthly Validation Limit

Validate up to 1000 bank verifications per month.

Prerequisites

You must be the Zoho CRM's super admin.
Zoho CRM Enterprise edition or higher is required.
Zoho Projects Premium edition or higher required.
The Currency should be the same for both products.

Support

Frequently asked questions

Everything you need to know about the product and billing.

Is there a free trial available?

Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.

Can I change my plan later?

Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.

What is your cancellation policy?

We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.

Can other info be added to an invoice?

At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.

How does billing work?

Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.

Use Cases

‍Automated Bank Transaction Sync
- Seamlessly connect your bank account to Zoho Books, automatically syncing transactions to ensure accurate and up-to-date financial records.‍
Enhanced Reconciliation Features
- Simplify bank reconciliation by matching your bank statement transactions with your Zoho Books entries, flagging discrepancies for easy review and correction.‍
Real-Time Alerts and Notifications
- Receive instant notifications about mismatched or missing transactions, helping to quickly resolve errors and maintain accurate financial data.‍
Multi-Bank Account Integration
- Support for connecting and verifying multiple bank accounts, enabling you to manage finances across various accounts from a single Zoho Books platform.