AI Tool Directory Logo
AI Tool Directory
Home›Legal & Finance›Zumma Financial
Zumma Financial screenshot

Zumma Financial

Open site
Legal & Finance

Introduction

Zumma Financial helps users achieve financial goals with personalized tools and AI technology.

Featured

SuperX

Grow faster on 𝕏

Wan AI

Video & Image Generation Model from Alibaba Cloud

Claudekit

Claude Code AI development toolkit

DataFast

Revenue-first analytics

Zumma Financial Product Information

Zumma Financial | Factura tus gastos | Mexico is a financial assistant platform that automates expense invoicing via WhatsApp. It lets businesses upload expense receipts, configure CFDI usage and payment methods, and receive invoices through WhatsApp, email, or a control panel. The service emphasizes time and cost savings, accessibility from WhatsApp, and scalable plans to fit different business needs.

How Zumma Works

  1. Create an account and choose a plan.
  2. Send a receipt image of your expense via WhatsApp.
  3. Select the CFDI usage and payment method for the invoice.
  4. Receive the invoice on WhatsApp, by email, and in the Control Panel.

The platform targets small to medium businesses, helping teams save time by automating expense invoicing and providing centralized access to invoices.

Why Use Zumma

  • Automates expense invoicing directly from WhatsApp, reducing manual data entry.
  • Multiple delivery channels (WhatsApp, email, and Control Panel) for invoice access.
  • Supports a variety of CFDI usage codes and payment methods for compliant invoicing in Mexico.
  • Scalable plans with testimonials from accounting professionals and business leaders.

Customer Feedback

  • Arturo Hernandez, Founder, AHERCONT: Highlights intuitive design, ease of use, and significant time savings.
  • Rosario Bores, General Director, OPUS Inspection Mexico: Notes time savings and organized expense/invoice generation; calls the platform practical and user-friendly.

FAQs

  • Availability and pricing details are provided on the site; users can request a demo to explore features and tailor a plan.

Safety and Compliance

  • The tool is designed for compliant invoicing under Mexican tax rules (CFDI). Users should ensure correct CFDI usage and payment method selections for each expense.

Core Features

  • WhatsApp-based expense invoice creation
  • Upload expense receipt images to generate invoices
  • Configure CFDI usage and payment method per invoice
  • Invoices delivered via WhatsApp, email, and Control Panel
  • Support for multiple plans to fit different business needs
  • Centralized access to generated invoices and billing data