Zelvorm Books
31 features of Zelvorm Books, each with its own page: what it does, how it works, and the questions people ask.
The ledger
Chart of accountsA ready-made list of accounts when you sign up, with a full statement behind every one.Read more Journal entriesReal double entry: every entry balances or it's refused, and posted means permanent.Read more Money in and outRecord a sale or an expense in seconds, without thinking about debits and credits.Read more Customers and suppliersOne contact book behind every invoice, bill and payment.Read more Lock dateClose a month once it's final, so its figures can never change.Read more
Getting paid and paying
InvoicesDraft, post, take payment and always know the balance due.Read more Part paymentsTake an invoice or pay a bill in as many instalments as it needs.Read more BillsWhat you owe suppliers, tracked to the penny.Read more Invoice PDFs and letterheadProfessional PDF invoices with your name, details, terms and colour.Read more Email invoicesSend the invoice with its PDF attached, in your business's name.Read more Payment remindersPolite reminders before and after the due date, only if you turn them on.Read more Recurring invoices and billsRetainers and rent that create, post and send themselves.Read more
Reports and insight
Financial reportsTrial balance, profit and loss and balance sheet, for any period, as CSV or PDF.Read more Aging reportsWho owes you, who you owe, and how overdue each one is.Read more InsightsYour month, your health and your top customers, explained in plain words.Read more Cash forecastThe next 13 weeks of cash, with every assumption written out.Read more Forecast scenarios"What if we hire in March?" side by side with the forecast as it stands.Read more Ask about your numbersAsk why profit fell in October and get an answer quoted from your own reports.Read more Unusual transaction alertsPossible duplicates, oddly large bills and new suppliers, flagged for a second look.Read more Weekly summary emailWhere your business stands, in your inbox every Monday.Read more
Working together
Team and rolesInvite a bookkeeper or a read-only accountant, enforced on every write.Read more AttachmentsKeep the receipt with the entry, in private storage.Read more Comments and historyA timeline on every document: made, posted, paid, reminded, and your team's notes.Read more SearchOne box for customers, invoices, bills, entries and accounts.Read more BoardsDrag-and-drop boards for chasing invoices, month-end and paying bills.Read more CalendarEverything due, on one month view.Read more