Zybo Financials for freight, warehouse and multi-branch logistics businesses.

Support tax-compliant financial processing across different operating countries through configurable tax rules, transaction treatment and reporting structures. This helps finance teams apply the appropriate tax logic consistently across customer invoices, vendor transactions and accounting entries while maintaining a controlled audit trail.

Zybo Financials supports country-specific, tax-compliant e-invoicing as part of the accounting workflow, helping finance teams generate, validate and transmit electronic invoices in line with applicable local tax and regulatory requirements without relying on disconnected external processes.

Access finance and operational reports designed specifically for freight forwarding and logistics workflows, together with professional customer-facing print formats generated directly from the system. This helps standardise internal reporting while ensuring quotations, invoices, statements and other commercial documents remain consistent across branches and entities.

Operations teams can raise payment requests and customer invoice requests from the related shipment or job. Accounting can review, approve, reject or return them for correction before the financial document is booked to the General Ledger.

Track shipments where a customer invoice is expected but has not yet been raised. The system can identify and recommend invoices due for billing based on shipment stage, operational completion and configured invoicing rules.

Configure recurring journals for regular accounting entries such as accruals, prepayments, allocations and other periodic postings, with defined schedules and controlled posting.

Streamline vendor onboarding by sending a secure automated email with a web link that allows a new vendor to complete its own registration. The same workflow can be used to request existing vendors to review and update their company, tax, banking, contact and compliance information without manual data collection by the finance team.

Control creation of new customers and vendors through a structured registration and approval workflow. Newly created master records can remain inactive for transactions until all required approval levels are completed, helping finance teams maintain stronger data quality, compliance and commercial control.

Manage post-dated cheques received from customers and issued to vendors through a controlled lifecycle from registration through deposit, clearance, return, replacement or cancellation. Finance teams can track cheque maturity dates, related customers or vendors, bank accounts and accounting status before the transaction is finally cleared.

Maintain centralised control over the Chart of Accounts while defining exactly where each ledger account can be used. Accounts can be configured as dedicated to a single company or branch, shared across selected branches, or made available group-wide, helping finance teams standardise account structures without losing entity-level control.

Revalue foreign-currency receivables, payables and eligible ledger balances using the applicable period-end exchange rate. The system can calculate unrealised exchange gains or losses and generate the corresponding revaluation journal entries for finance-team review and posting.

Import bank statements and use AI-powered data extraction to identify transaction details, references, dates and amounts. The system can automatically match bank transactions against receipts, payments and ledger entries, while highlighting unmatched or partially matched items for finance-team review.