Bookkeeping

Many brokerages be at risk due to E&O reconciliation gaps. Automate Accounts offers real-time, automated tracking and smart matching to ensure 100% payment accuracy, zero coverage gaps, and full audit compliance—within a 24-hour cycle. Say goodbye to manual errors and hello to proactive, efficient reconciliation.

Looking to improve your insurance brokerage's bottom line? This blog reveals how leading firms use carrier profitability analysis and commission tracking software to recover lost revenue and optimize carrier relationships.

Discover how insurance brokers can uncover hidden profits with policy-level analytics. Identify underperforming policies, correct revenue leaks, and boost profitability with real-time, actionable insights.

Tired of hunting for bills, receipts, or audit documents? Discover how insurance brokers can simplify their workflow using Zoho Books' powerful document management tools. From mobile uploads and email forwarding to smart search and audit-ready trails, learn how to organize, retrieve, and link your business documents in seconds—no more lost papers or manual headaches.

Misclassified expenses are silently draining your brokerage’s profits. Discover how better categorization can lead to real savings and smarter decision-making. This guide shows how to fix that with a smarter chart of accounts, automated expense tracking using Zoho, and monthly insights that help you cut costs and improve visibility.

insurance brokerages struggle to accurately track expenses by department, branch, or project. Yet, understanding where every dollar goes is crucial for profitable growth.

Tracking expenses can be overwhelming while on a trip. With smart trip expense management you can automatically group and bifurcate the expenses related to each spend.

Business travel overspending can put business' cash flow to a standstill, especially if it is s samll firm. Automate Accounts helps businesses set up processes that help in reduction of such expenses and be assured about their financial spending.

For insurance brokers managing multiple client meetings and business expenses, receipt management can be a major productivity drain. Let's solve this with automation

Who in your brokerage can access sensitive client data? Who can process payments? Who can view financial reports? If you're not immediately sure, you're not alone—and you might be facing a significant security risk.

Having an e-transfer invoice notification is an headache for many businesses. As the amount of transactions can go countless and the notifications can sometimes overwhelm the team.

Late payments don't just affect your cash flow—they impact your ability to remit premiums to carriers on time. Yet many brokers still rely on manual follow-ups, sticky notes, and spreadsheet reminders to track overdue payments.

insurance brokers still handle significant cash transactions. From premium payments to policy renewals, managing cash receipts efficiently while maintaining accurate records is crucial. Yet, many brokerages struggle with manual deposit slips

Every Ontario insurance broker knows the stress of RIBO reporting. Between trust account reconciliations, commission tracking, and financial statements, creating compliant reports can consume days of valuable time.

insurance brokerages are still spending countless hours manually creating invoices and recording bills. As a Zoho-certified partner who has helped over 100 businesses automate their financial operations with a 95% client retention rate

How many different systems are you logging into daily? How many hours does your team spend matching payments to invoices? If you're like most insurance brokers, the answer is "too many."

Trust account management is non-negotiable in insurance. But, what if you get it wrong? Most insurance brokers face RIBO penalties. But, ifyou get it right? You would sleep better at night.

Tracking and analyzing commissions can be difficult if done manually that's when automation comes in. Automation helps streamline contingent management and eliminate missed revenue opportunities.

The complexity of direct bill transactions keeps many insurance brokers awake at night. Between tracking premiums, managing commissions, and ensuring timely payments to insurance companies, the potential for errors and revenue leakage is substantial.

Managing agency premiums and commissions shouldn't feel like solving a complex puzzle. Yet, across North America, insurance brokers spend countless hours wrestling with spreadsheets, manual calculations, and the constant fear of missing crucial commission entries.

Using different names for the same policy types? "Home Insurance" in one invoice, "Homeowner's Policy" in another, and "Residential Coverage" in your reports? You're not alone– and this inconsistency is costing you more than you think.

Manual data entry is just tiring, It's time-consuming, prone to errors, and frankly, unnecessary in today's digital age. Automation helps ease this process.

For insurance brokers, managing data across multiple platforms isn't just a challenge – it's a risk. With each manual entry, there's potential for errors that can impact your bottom line and client relationships. Let's explore how modern automation is transforming data management for forward-thinking brokerages. 

Financial landscape of the insurance brokerage industry is complex and paving our way through it is as challenging as it can be. Zoho Books, a cloud-based financial management solution designed to empower insurance brokers with tools tailored to their unique needs.

As an organization it is essential to streamline tasks and understand the Working hours a particular project is taking. It helps in tracking the efficiency and difficulties faced

Do you wish to manage CRM as well as account info together? It is now possible with Zoho CRM and Zoho Books integration.

Migrating from a comfort software to another is quite daunting. But, what needs to be done has to be done! And we are here to make your migration process simpler.

Zoho Books is cloud-based accounting software that facilitates budget management, process automation, and cross-departmental collaboration. A place where you get a bird's-eye view of your business.

Accountants use journals to directly enter debit and credit entries for distinct financial transactions into the general ledger. The entries in the journal are arranged in chronological order. Sales Journals, Purchase Journals, Cash Disbursement Journal, and Cash Receipt Journal are the specialty journals.

In the world of accounting software, where efficiency, accuracy, and ease of use reign supreme, two prominent contenders have emerged as champions of the small and mid-sized businesses – Zoho Books and QuickBooks.

The term "exchange rate" refer to the valuation at which the base currency can be exchanged for any other currency.

Zoho Books serves as a comprehensive platform that caters to various accounting needs and extends its functionalities beyond traditional accounting tasks.

You can automatically sort the bank feeds into groups with Transaction Rules. In the banking feature, transaction rules will help you find and sort bank transactions into groups based on the rules you've set.

Branching and expansion is a sign of flourishing business. When a company is successful, it can afford to spread its operations to other areas and serve a wider customer base

Zoho Books is a web-based accounting software that manages the financial requirements of your company. Effortlessly, you can document, examine, and scrutinize all monetary transactions.

Companies can save a lot of time and effort by using Zoho Books to automate sending recurring invoices to clients. Invoices for retainers are also supported on the platform. All PDF invoices sent through Zoho Booksare encrypted,

As a business owner switching from one Software to another can be a burden. But if it’s for organisation’s benefit, you don’t give it a second thought. The process of migrating the data can be troublesome

Having a bookkeeping and accounting software has become a need of today’s business landscape. While the software is common, what makes a good book keeping software is the features and benefits it offers for businesses to run with ease and increase their efficiency.

Zoho Books is a cloud-based accounting solution that handles all of your company's financial transactions. It’s a safe and convenient place to save all of your company's financial documents