Integrations
Zefty connects to Zoho Books securely, reads your vendors and unpaid bills, produces the EFT 1464 file for your bank and records every payment back in Zoho Books. You keep working in Zoho Books; Zefty handles the bank file.
Vendors with their banking details
Every vendor arrives with the account, transit and institution numbers you already keep in Zoho Books. Nothing is retyped, so wrong payees and transposed digits disappear.
Only unpaid bills, so nothing is paid twice
Bills already paid or voided in Zoho Books never show up in Zefty. What you see is what is still owed, with the balance to date.
Only approved bills, when you want
Point Zefty at the Zoho Books view your approval process already uses and only those bills can be paid. Leave it off and every unpaid bill is available.
Payments recorded against the right bank account
Each payment Zefty records in Zoho Books is applied to the bank account you pay from, so your bank reconciliation stays clean.
Zoho Books runs in two regions, zoho.com and zohocloud.ca. Pick the one your account uses; our support team can confirm it if you are unsure.
Tell Zefty which Zoho Books organization to connect. If you manage several companies, each one gets its own organization in Zefty.
Approve the connection from your Zoho account in a few clicks. Zoho shows you what Zefty is asking for, and your Zoho password stays with Zoho.
As soon as you approve, Zefty imports your vendors and then your unpaid bills. You can follow the progress from your dashboard.
Your bills are in Zefty with their banking details. Select what to pay, generate the file and upload it to your bank. See the full setup.
Zefty is built for Zoho Books and uses only Zoho's official, documented interfaces, asking for no more access than it needs. No Zoho extension needs to be installed; you authorize the connection from your own Zoho account and can revoke it at any time. Browse the Zoho Marketplace for other Zoho Books integrations, or write to us if you work with a Zoho partner who should be involved in your setup.
Any Zoho Books edition that lets an administrator connect an outside application. If someone else administers your Zoho account, they can approve the connection in a few clicks. Unsure? Ask us before you subscribe.
No. Zefty only reads your bills, vendors and banking details. The one thing it writes is the payment for each bill you pay, exactly what you would enter by hand after uploading a bank file.
Zefty refreshes your vendors and bills every night and whenever you ask. A bill entered in Zoho Books can be paid from Zefty the same day.
In Zoho Books, where you already keep them. Zefty reads them from the vendor record and never asks you to enter them a second time. Vendors with incomplete details are flagged, and their bills stay blocked until the details are complete.
Yes. Each organization in Zefty connects to one Zoho Books organization, with its own region and its own bank. Create one organization per company and switch between them from the same login. Multi-organization is available on the Team and Premium plans.
Yes, at any time, from your Zoho account. Zefty loses access immediately and stops syncing. Your existing files and reports in Zefty stay available to download.
Create your Zefty account, authorize Zoho Books and run your first sync today. Our Canadian support team can help in English or French if you get stuck.