Support
Help for every step, from setup to your first bank upload
Most questions are answered in a few minutes with the guides below. When they are not, our Canadian support team replies by email in English and French, Monday to Friday, 9 a.m. to 5 p.m. Eastern.
Step-by-step setup with screenshots: your organization, your subscription, your bank details and your Zoho Books connection.
Detailed guidance for every part of Zefty, from selecting bills to reading a report, available inside the app.
Thirty-plus answers on setup, the Zoho Books sync, bank files, plans and billing, security and support.
Write to [email protected] or use the form. Existing customers can also open a support request from inside Zefty.
Common questions, quickly answered
It happens, and it takes two minutes to redo. The help centre shows every step, and our support team can do it with you by email.
Zefty holds back a bill when the vendor's account details in Zoho Books are incomplete, so nothing incorrect ever reaches your bank. Complete the vendor in Zoho Books and run a sync; the help centre shows exactly where.
Your bills refresh every night and whenever you start a sync yourself. If a bill you expect is missing, the help centre lists the usual reasons, and if it still does not appear, write to us and we will look at it with you.
It is rare and usually a setup detail on the bank side. Open the readable report for that file to compare it with what your bank issued, or send us the file number and the bank's message and we will sort it out together.
Correct it in your settings at any time and generate a new file for the same bills. If you are unsure whether a payment was already recorded, write to us before regenerating and we will check with you.
That is exactly what test mode is for: files are marked as tests and nothing is recorded in Zoho Books while you validate your setup with your bank. Once your bank confirms, switch test mode off and generate the live file; your bills are still there waiting.
Starter is for one user; Team lets you add or remove team members any time at $14 per additional user per month, and Premium includes unlimited users. Changing plans takes a minute from your billing page, and the pricing page has the details.
Each organization in Zefty has its own Zoho Books connection and bank details. To work with another Zoho Books account, add a new organization from your organization menu; the help centre walks you through it.
Did not find what you need?
Send us the name of your organization, your bank and, for file questions, the file number. A member of our Canadian team will reply by email in English or French.