Disconnected billing and finance tools create confusion, delay, and errors. When systems work together, finance becomes a strategic advantage.
Invoices are built in spreadsheets or external systems—slow, error-prone, and disconnected.
We automate invoice creation and payment reminders from CRM activity and deal stages.
Finance and sales teams use different systems with no visibility into each other’s data.
We sync customer, product, and deal data between Zoho CRM, Books, and Subscriptions.
It’s hard to track what was sold, what was paid, and what’s still outstanding.
We build real-time dashboards showing revenue, receivables, and billing health.
Finance doesn’t know when a customer downgrades or renews—so reports are out of date.
We link subscription changes directly into financial systems and automate alerts.
You don’t know which accounts are at risk due to delayed payments or failed charges.
We surface dunning issues and late payment risks in dashboards used by both finance and success teams.
"The Gloo team’s support and development has been invaluable to help our team get over some of the more complex areas of Zoho."
