invoice automation
Sync Type:   Zapier
Integration Type:  No

Zapier & Microsoft Flow

These integrations are event driven. This could be a new vendor being recorded in Zahara or in a supported accounts or CRM system. It could be a new purchase order created or invoice recorded in Zahara that you want to record in SalesForce. All you need to do is create a Zap in Zapier or the equivalent in Microsoft Flow that listens for events and then instantly connect the data together. Zapier & Flow are easy to use, and often Free to start with (some integrations require a paid for account). This integration opens up numerous possibilities for supporting cloud-based applications.

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Microsoft Power Automate

Microsoft Power Automate allows you to connect Zahara up to a range of other applications and create event driven behaviors. Zahara’s connector requires a premium subscription to Power Automate – often included in your Office 365 subscription. Zahara supports a number of event triggers allowing you to create additional work flows outside of the Zahara application. The key thing here is to push data from Zahara over to other applications and where connectors don’t exist, encourage your application vendor to write them. The main “off the shelf” connector will be into Office 365 applications, such as generating emails using O365 or messages in Teams.

 

Zahara triggers include:

 
  • New supplier added
  • Supplier edited
  • New Cost / Tax / Nominal code / Project Added
  • New Document Approved
  • New approval comment
  • New Invoice
  • New invoice set to Exported
  • New Purchase Order
  • New invoice PDF added
Invoice Approval Workflow Image 2

Better Invoice Approvals for Zapier & Flow

Invoice Approval Workflow Image 2

Our key features are:

Purchase Orders

Know your costs before you commit to spending.

Deliveries & Receipting

Full audit trail so you have total visibility of what’s been delivered and receipted.

Approval Workflows

Infinitely customisable workflows so you can be ready for every scenario.

AI Invoice Processing

Pay your invoices 9 times faster using our specialised OCR.

Supplier Payments

Make secure payments in-app to avoid the faff of online banking.

Reporting & Analytics

With a complete audit trail and GRNs you’ll know if there are any hold ups.
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FAQs:

Is Zapier Free?

No but the pricing is very affordable based on your volume of connections and actions.

Invoice Approval Workflow Image 2
Sage 50 logo
Sage 50

Sync Type: Full Sync

Streamline your business processes and unlock productivity and efficiency like never before.

Sage 50 is a popular finance system designed for small and medium-sized businesses. With its user-friendly interface and robust features, Sage 50 simplifies financial management tasks. One of its key benefits is its comprehensive accounting functionality, which includes accounts payable and receivable, invoicing, budgeting, and cash flow management. It also offers features like inventory management, payroll processing, and financial reporting, allowing businesses to streamline their operations. Sage 50 provides a secure and reliable platform for managing finances, ensuring data accuracy and compliance. Additionally, it offers customizable reporting options and integration capabilities with other business applications, enhancing efficiency and productivity.

Sage 200 logo
Sage 200

Sync Type: Full Sync

Revolutionise financial management and maximise productivity.

Sage 200 is a scalable finance system designed for growing businesses. It offers advanced financial management features, making it suitable for organizations with more complex requirements. One of its key benefits is its flexibility, allowing businesses to tailor the system to their specific needs. Sage 200 includes comprehensive accounting functionality, multi-currency capabilities, and advanced budgeting and forecasting tools. It also provides features for project accounting, stock management, and customer relationship management (CRM). With its powerful reporting and analytics capabilities, Sage 200 enables businesses to gain valuable insights into their financial performance and make informed decisions. It offers seamless integration with other systems, ensuring smooth data flow and enhancing overall efficiency.

sage intacct logo
Sage Intacct

Sync Type: Full Sync

Revolutionise financial management and maximise productivity.

Sage Intacct is a cloud-based finance system that offers a range of advanced features for organizations of all sizes. One of its key benefits is its scalability, allowing businesses to easily adapt and grow without compromising performance. Sage Intacct provides comprehensive financial management capabilities, including accounts payable and receivable, general ledger, and cash management. It also offers advanced features such as multi-entity and multi-currency management, automated revenue recognition, and project accounting. With its real-time reporting and dashboards, businesses can gain deep insights into their financial data. Sage Intacct's open API enables seamless integration with other business systems, ensuring data accuracy and eliminating manual data entry.

Quickbooks Logo
QuickBooks Online

Sync Type: Full Sync

Combining efficient processes and simplified financial management for optimal performance.

QuickBooks Online is a cloud-based finance system widely used by small and medium-sized businesses. Its key benefit lies in its user-friendly interface, making it accessible even for non-accounting professionals. QuickBooks Online offers a range of features including invoicing, expense tracking, bank reconciliation, and financial reporting. It provides real-time access to financial data, allowing businesses to monitor cash flow and make informed decisions. With its mobile app, users can manage finances on the go. QuickBooks Online integrates with various third-party applications, enhancing functionality and streamlining processes.

Xero logo
Xero

Sync Type: Full Sync

A seamless integration for a streamlined and efficient finance ecosystem.

Xero is a cloud-based finance system known for its user-friendly interface and accessibility. One of its key benefits is its ease of use, making it suitable for small businesses and non-accounting professionals. Xero offers a range of features, including invoicing, bank reconciliation, expense tracking, and inventory management. It provides real-time financial information and customizable reports, empowering businesses with timely insights. Xero integrates with numerous third-party applications, allowing businesses to streamline their operations and automate workflows. Its mobile app enables users to manage finances on the go, providing flexibility and convenience.

Pegasus Opera
Pegasus Opera

Sync Type: Full Sync

For enhanced efficiency and streamlined operations. Unlock business potential.

Pegasus Opera is a comprehensive finance system designed for medium and large businesses. It offers a robust suite of financial management tools and automation capabilities. One of its key benefits is its scalability, accommodating businesses with complex requirements. Pegasus Opera includes features such as accounts payable and receivable, cash management, and budgeting. It also offers advanced functionality for inventory management, job costing, and project accounting. With its powerful reporting and analysis tools, Pegasus Opera enables businesses to monitor performance, make informed decisions, and comply with regulatory requirements. Integration with other systems is possible, enhancing data flow and reducing manual efforts.

Exchequer
Exchequer

Sync Type: Tailored CSV Export / Import

Streamline financial processes and accounting solutions for businesses.

Exchequer is a comprehensive finance system designed for medium and large businesses. Its key benefit is its robust functionality, accommodating complex financial management needs. Exchequer offers features such as general ledger, accounts payable and receivable, and cash management. It also provides advanced capabilities for project accounting, job costing, and multi-currency management. With its customizable reporting and analysis tools, businesses can gain insights into their financial performance. Exchequer supports integration with other systems, facilitating seamless data flow and improving overall efficiency.

erp logo
ERP Systems

Sync Type: Tailored CSV Export / Import

Integrate Zahara with ERPs like SAP, Oracle and Microsoft Dynamics AX.

An ERP (Enterprise Resource Planning) system is a comprehensive software solution that integrates and manages various aspects of a business's operations, including finance, human resources, supply chain, manufacturing, customer relationship management (CRM), and more. The primary purpose of an ERP system is to streamline and automate business processes, improving efficiency, productivity, and decision-making.

MYOB Logo
MYOB AccountRight

Sync Type: Full Sync

Add automation and control to your buying.

MYOB AccountRight is a finance system widely used in Australia and New Zealand. Its key benefit is its versatility, catering to businesses of all sizes. MYOB AccountRight provides comprehensive accounting features including invoicing, inventory management, and payroll processing. It offers multi-currency capabilities, making it suitable for businesses with international operations. MYOB AccountRight enables efficient bank reconciliation, budgeting, and financial reporting. It also integrates with other MYOB software products, offering a complete business management solution.

Access logo
Access Dimension

Sync Type: Tailored CSV Export / Import

Use all of the power of Zahara and it's amazing approvals and invoice automation together with your existing Access accounts system

Access Dimension is a feature-rich finance system suitable for businesses of all sizes. It provides comprehensive financial management capabilities, including general ledger, accounts payable and receivable, and cash management. One of its key benefits is its scalability, allowing businesses to adapt the system as they grow. Access Dimension offers multi-currency and multi-company support, making it suitable for organizations with international operations. It provides advanced features such as project accounting, fixed asset management, and budgeting. Access Dimension offers customizable reporting and analysis tools, empowering businesses with insights into their financial performance. Integration capabilities enable seamless data flow between systems, enhancing efficiency and reducing duplication of efforts.

Zapier & Flow
Zapier & Power Automate

Sync Type: Event Driven Integrations

Use event based integrations to harness the power of Zahara and other cloud-based applications.

Zapier is a web-based automation tool that allows users to connect and automate workflows between different web applications and services without the need for coding or complex integrations. With Zapier, businesses and individuals can streamline their processes by creating "Zaps," which are automated actions triggered by specific events. The key benefit of Zapier is its ability to integrate a wide range of web applications, including popular tools like Gmail, Slack, Trello, Salesforce, and more. Users can set up Zaps to automate tasks such as sending email notifications, creating new tasks, updating customer information, and syncing data between different applications.

Twinfield
Twinfield

Sync Type: Tailored CSV Export / Import

All of Zahara’s functionality and you import Zahara’s approved invoices into Twinfield

Twinfield is a cloud-based finance system known for its scalability and international focus. Its key benefit is its ability to support businesses with multiple entities and in different countries. Twinfield offers comprehensive accounting features, including general ledger, accounts payable and receivable, and cash management. It provides multi-currency and multi-language capabilities, facilitating global operations. Twinfield enables automated processes such as bank reconciliation and VAT reporting. With its flexible reporting and integration options, businesses can streamline financial management and ensure data accuracy.

Business Central
Microsoft Business Central

Sync Type: Full Sync ... coming next

Ready to go purchase and invoice approvals as well as world-class invoice automation. A full Accounts Payable suite for Microsoft Business Central

Microsoft Business Central, previously known as Dynamics 365 Business Central, is an all-in-one finance system designed for small and medium-sized businesses. Its key benefit is its seamless integration with other Microsoft products, providing a unified business management solution. Microsoft Business Central offers comprehensive accounting features including general ledger, accounts payable and receivable, and cash management. It also provides functionalities for inventory management, project accounting, and budgeting. With its powerful reporting and Analytics capabilities, businesses can gain insights and make data-driven decisions. Microsoft Business Central is scalable and can be customized to suit specific business needs.

Attached Logo
Attaché

Sync Type: Full Sync

Ready to go purchase and invoice approvals as well as world-class invoice automation. Process supplier invoices in a fraction of the time with Zahara.

Attaché is a finance system designed for medium-sized businesses. Its key benefit lies in its comprehensive functionality and flexibility. Attaché offers features such as general ledger, accounts payable and receivable, and cash management. It also provides advanced capabilities for inventory management, job costing, and payroll processing. Attaché facilitates efficient reporting and analysis, enabling businesses to monitor financial performance. With its integration options, Attaché allows seamless data flow between systems, reducing manual efforts and enhancing efficiency.

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