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Zumma

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AI-powered platform for corporate expense management and automated invoicing of receipts via WhatsApp.

Site:https://www.zummafinancial.com/
Adicionado em:13 de jul. de 2026
Visitantes mensais:
8.5K
Redes sociais e e-mail:
AI expense managementWhatsApp invoicingcorporate expensesfiscal invoicingERP integrationreceipt automation
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Zumma
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Informações da ferramenta

O que é Zumma?

Zumma is an AI-powered platform that enables companies to manage corporate expenses and automate fiscal invoice requests. Employees submit ticket photos or PDFs through WhatsApp, and the Zummi AI agent handles merchant invoicing, approvals, analytics, multi-entity tracking, and ERP synchronization via a web control panel.

Recursos principais

  • WhatsApp expense submission

    Send photos or PDFs of expense tickets via WhatsApp for processing with zero learning curve.

  • AI agent Zummi automation

    Zummi AI agent automates expense and invoice handling by requesting invoices from merchants.

  • Expense approval and visualization

    Approve collaborators' expenses and visualize expenses across all team members.

  • Project budgets and categorization

    Set budgets, control expenses by project, and categorize expenses by project.

  • Analytics and filtering

    Review analytics on expenses and projects; filter expenses by user or legal entity (razón social).

  • Multi-entity and user administration

    Manage multiple legal entities (razones sociales) and users.

  • Reporting and exports

    Generate custom reports, export to Excel, and download receipts and invoices from the control panel.

  • ERP and accounting system sync

    Connect Zumma with accounting systems (ERPs) to synchronize data automatically.

  • Control panel dashboard

    Powerful intuitive dashboard to view all expenses, generate personalized reports, and make real-time data-driven decisions.

Casos de uso

  • #1

    Automated corporate expense invoicing

    Employees submit ticket photos or PDFs via WhatsApp; the platform requests the corresponding fiscal invoice from the merchant and tracks status for download.

  • #2

    Team expense tracking and approval

    Finance teams review, approve, categorize, and report on collaborators' expenses with project-level budgets and multi-entity support.

  • #3

    Time and tax savings for businesses

    Reduce administrative effort on expense invoicing, saving over 20 hours per employee monthly and supporting high expense deductibility.

Melhor para:Corporate finance and accounting teamsBusinesses managing employee expensesCompanies requiring multi-entity expense trackingOrganizations in Mexico seeking automated fiscal invoicing

Planos de preços

Free account creation and free ticket submission trial available; plans and pricing page linked on site; demos offered for personalized quotes including ERP integrations.

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Perguntas frequentes

What is Zumma?
Zumma is an AI-powered platform for corporate expense management and automated invoicing of receipts via WhatsApp, with a web control panel for approvals, analytics, multi-entity tracking, and ERP synchronization.
How do employees submit expenses?
Employees send photos or PDFs of expense tickets via WhatsApp for processing with zero learning curve; the Zummi AI agent then requests the corresponding fiscal invoice from the merchant.
Does Zumma support multi-entity management?
Yes, you can manage multiple legal entities (razones sociales) and users, and filter expenses by user or legal entity.
Can Zumma connect with accounting systems?
Yes, Zumma connects with accounting systems (ERPs) and internal or external travel expense platforms to synchronize data automatically.
Is there a free way to try Zumma?
Free account creation and a free ticket submission trial are available; demos can also be scheduled for personalized quotes.

Zumma Contato e mídias sociais

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Informações da ferramenta

Modelo de preçosUnknown
CategoriaFerramentas de Negócios
Tags
AI expense managementWhatsApp invoicingcorporate expensesfiscal invoicingERP integrationreceipt automation
IdiomaInglês
Última atualização16 de jul. de 2026
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