BMI Webinar | 7 Hidden Zoho Books Features
Webinar Starts In:
00:00:00:00
Live Training

7 Hidden Zoho Books Features That Will Transform Your Operations

Stop leaving time and money on the table. Join our free live webinar for business owners and finance professionals to learn how to eliminate manual data entry and sharpen your financial reporting.

Monday, July 6, 2026
11:00 AM MT (Calgary)
Starts In
00:00:00:00

Speakers

Jyoti K

Jyoti K

Zoho Books ExpertBickert Management Inc
Jason B

Jason B

Lead Webinar HostBickert Management Inc
Shraddha R

Shraddha R

Zoho Books ExpertBickert Management Inc

Webinar Registration

By clicking 'Register', you acknowledge that the webinar organizer may use this information to share updates regarding this webinar as well as for future communications.

Zoho Premium PartnerTrusted by businesses since 2004Zoho Finance Partner

What You'll Learn

01

Customer Portal

Centralize invoices, payments, and client communication in one place.

02

Approval Workflows

Bulletproof your internal controls for bills and expenses.

03

Projects & Time Tracking

Eliminate billing leaks and track billable hours accurately.

04

Budgeting

Compare actual performance to forecasts for sharper financial decisions.

05

Audit Trail

Maintain absolute transparency and compliance across your organization.

06

Custom Dashboards

Monitor KPIs and business performance in real time.

Who Should Attend & Why

  • Business owners evaluating or currently using Zoho Books.
  • Finance professionals, controllers, and bookkeepers.
  • Operations managers responsible for reporting.
  • Anyone looking to maximize their Zoho investment.
  • 25+ years of business management experience.
  • Top rated Zoho Premium Partner.
  • Real demonstrations, no theoretical fluff.
  • Live Q&A session to get your specific questions answered.

Frequently Asked Questions

Is this webinar free?

Yes, registration and attendance are completely free for all participants.

Will I get a recording?

Yes, a secure link to the webinar recording will be emailed to all registrants shortly after the live session.

Do I need to be a current Zoho Books user?

No, but the content is highly beneficial if you are currently using the platform or actively evaluating it.

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