What is Zumma?
Zumma Financial is a user-friendly platform designed to help businesses manage their finances and automatically generate invoices for expenses through WhatsApp. With the assistance of Zummi, your AI-powered financial assistant, you can streamline expense tracking and invoicing, saving time and money. Perfect for businesses of all sizes, Zumma makes financial management simple, efficient, and accessible.
What are the features of Zumma?
- Automatic Expense Invoicing: Send expense receipts via WhatsApp and generate invoices instantly.
- CFDI Usage Selection: Choose the correct CFDI (Comprobante Fiscal Digital por Internet) for your invoices.
- Multiple Payment Methods: Select your preferred payment method for each invoice.
- Centralized Control Panel: Access all your invoices and expense records in one place.
- AI-Powered Assistance: Get smart support from Zummi to manage your finances effortlessly.
- Time-Saving: Save up to 20 hours per month on invoicing and expense tracking.
What are the use cases of Zumma?
- Small Business Owners: Manage and track daily expenses seamlessly.
- Remote Teams: Easily generate and share invoices with team members.
- Entrepreneurs: Keep your personal and business expenses organized.
- Accounting Firms: Streamline client invoicing and expense reporting.
How to use Zumma?
- Send Expense Receipts: Take a photo of your expense receipt and send it via WhatsApp.
- Select CFDI Usage: Choose the appropriate CFDI type for your invoice.
- Choose Payment Method: Select how you paid for the expense.
- Receive Invoices: Get your invoices via WhatsApp, email, or the control panel.
- Track Expenses: Monitor all your expenses and invoices in the Zumma dashboard.
